Just Eat Takeaway.com NV (TKWY) - Comprehensive analysis
We believe Just Eat Takeaway is the most favorably positioned food delivery company in Europe. It is better protected against downside risks and has promising prospects if it chooses to expand more aggressively into other delivery fields.We support the company's recent move to invest heavily in its own delivery operations. We anticipate that this will drive profit growth at a faster pace and to higher levels than what the market consensus suggests, particularly in the UK market. We think that achieving such profit growth over the next few years could lead to a substantial revaluation of the company's shares.Currently trading at a significant premium (deep in 5 - star territory), the firm's shares seem undervalued based on both discounted cash flow analysis and relative valuation methods. This presents a significant investment opportunity with a substantial margin of safety for long - term, patient investors.
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