Cadeler A/S (CDLR) – M. V. Cunha
Pitch Summary: @mvcinvesting highlights Cadeler’s explosive growth, noting triple-digit YoY gains across revenue, EBITDA, and EPS in 2024. Backlog growth remains robust, now exceeding €2.5B, giving multi-year revenue visibility. Guidance for 2025 calls for another near-doubling of revenue and EBITDA with margins approaching 60%, far above typical industry levels. At just ~6× forward EBITDA despite […]
Adyen N.V. (ADYEN) – ToffCap
Pitch Summary: Adyen reported mixed results—strong profitability but revenue slightly below expectations, leading the market to sell aggressively. Revenue grew 20% YoY, but processed volume growth was affected by a large customer headwind. The company cut its second-half revenue growth outlook due to tariffs and FX, dampening acceleration expectations. Segment growth was still solid across […]
