EEFTEURONET WORLDWIDE, INC.
Functions Related To Depository Banking, NEC
- Revenue
- $4.2B
- 6.4% YoY
- Operating margin
- 12.5%
- 1.0% YoY
- EBITDA
- $668M
- 5.2% YoY
- Market cap
- $3.3B
- Employees
- 10,000
- $424K revenue each
- Net debt / EBITDA
- 2.2×
- $1.5B net debt
- AI in 10-K
- 3.0
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 1 of 7
- TSR below peersYes5 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo$14M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo181% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo31% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo16% of assetsOver 40% of assets
- Shareholder dissentNo89% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$424K · 82nd pctBottom quartile of its SIC industry
- Quiet on AINo3.0 per 10K words · 70th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo2.2× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedYes$3.3B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$231K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.0B | $3.4B | $3.7B | $4.0B | $4.2B | 6.4% |
| Operating income | $184M | $385M | $433M | $503M | $530M | 5.3% |
| Net income | $71 | $231 | $280 | $306 | $310M | 101143691% |
| Operating cash flow | $406M | $748M | $643M | $733M | $560M | 24% |
| Capex | $92M | $104M | $94M | $117M | $126M | 7.1% |
| Stock-based comp | $37M | $44M | $54M | $44M | $55M | 26% |
| Buybacks | $230M | $176M | — | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $256K · 2
- Open-market sells, 12 mo
- $25K · 1
- Net
- $231K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $3M | −$5M | 52 | 154 |
| FY2024 | $14M | $13M | 71 | 193 |
| FY2023 | $14M | $16M | 70 | 139 |
| FY2022 | $14M | $12M | 65 | 118 |
| FY2021 | $12M | $8M | 82 | 135 |