Just Eat Takeaway.com N.V (JTKWY) Fair Value & Analysis

Consumer Discretionary · US · Market cap $3.8B

Below-average quality, screening 180% undervalued on our models.

What matters now

• The price is below even our cautious bear case ($8.71). The market is more pessimistic than our downside scenario.
• Solid quality (46/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

60‑month range $2.17 – $20.93 · fair‑value band $8.71 – $14.69 · the $4.19 price screens below the $11.70 fair value. Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Just Eat Takeaway.com N.V (JTKWY) currently trades at $4.19, while our model-based Fair Value estimate is $11.70, implying the stock looks roughly 179.6% undervalued today. The Quality Score stands at 46/100 (below-average quality), in the Consumer Discretionary sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Just Eat Takeaway.com N.V generated revenue of $3.5B at a net margin of -21.8%. Revenue declined 2.0% year over year. It earns a return on equity of -7.5%. Net debt stands at $410M. Fundamentals as of Jul 24, 2026

Our scenario range runs from $8.71 (bear case) to $14.69 (bull case); at $4.19, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 26% below its 52-week high and 35% above its 52-week low, currently below its 200-day average.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($3.57) versus Multiples ($1.97). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Just Eat Takeaway.com N.V. operates as an online food delivery company worldwide. The company offers food and groceries. Its marketplace connects consumers and couriers, enabling consumers to order and pay through its apps and websites. Just Eat Takeaway.com N.V. was formerly known as Takeaway.com N.V. and changed its name to Just Eat Takeaway.com N.V.

Full company description

Just Eat Takeaway.com N.V. operates as an online food delivery company worldwide. The company offers food and groceries. Its marketplace connects consumers and couriers, enabling consumers to order and pay through its apps and websites. Just Eat Takeaway.com N.V. was formerly known as Takeaway.com N.V. and changed its name to Just Eat Takeaway.com N.V. in February 2020. The company was founded in 2000 and is headquartered in Amsterdam, the Netherlands. As of October 16, 2025, Just Eat Takeaway.com N.V. operates as a subsidiary of Prosus N.V.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Just Eat Takeaway.com N.V reported revenue of $3.6B in FY2024 versus $2.0B in FY2020, a compound +14.9%/yr. Reported net income was −$1.6B in FY2024.

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Peer Group

Consumer Discretionary · 3559 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Consumer Discretionary median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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2 more Consumer Discretionary stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.