Adyen N.V. (ADR)

Investors interested in stocks from the Internet - Software sector have probably already heard of ZoomInfo (ZI) and Adyen N.V. Unsponsored ADR (ADYEY).» Mehr auf zacks.com

Adyen's unified platform and innovative solutions, like dynamic routing optimization, unlock additional revenue for merchants while simultaneously cutting costs, generating product stickiness not typically seen in the payments industry. Due to Adyen's tiered IC++ pricing model, where growing processed volumes lead to lower fees, Adyen's declining take rates demonstrate the success of the company's land-and-expand strategy. Adyen's contrarian leadership and long-term focus have enabled efficient growth, positioning the company well for future success.» Mehr auf seekingalpha.com

In this review of Adyen, we will start by walking through the events of late 2023, which called the entire narrative into question. After sharing the lessons learned from that time, we will walk through the ongoing narrative and why Adyen is an attractive business. With ~$3B in cash, no debt, huge free cash flow margins, a series of rapidly growing products, and a long runway for growth, Adyen is a compelling business.» Mehr auf seekingalpha.com