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Just Eat NV ADR - Stock Quote JTKWY

Rating as of

Morningstar's Just Eat NV ADR Stock Analysis

Currency in USD

Economic Moat


Capital Allocation


Just Eat Takeaway's Valuation at Odds With Underlying Performance

Ioannis Pontikis, CFA Senior Equity Analyst

Business Strategy and Outlook

| Ioannis Pontikis, CFA |

Just Eat Takeaway is the market leader in more than 90% of the markets it operates in and is well positioned, in our opinion, to benefit from the structural trend of increasing digitization of food delivery orders. High margins, highly concentrated markets, sticky client/restaurant relationships, relatively low capital intensity, and a significant and untapped addressable market underpin Just Eat’s investment thesis.

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Just Eat NV ADR's Company Profile

Business Description

Just Eat Takeaway operates an online marketplace that connects restaurants with users in Europe and North America. The company operates mainly as an order-only marketplace, although it also offers last-mile delivery services. The company is the result of the merger of Just Eat Plc and NV in early 2020. The company had close to 60 million active users on its platform generating revenue of about EUR 2 billion and a gross merchandise value of EUR 13 billion. Excluding the U.S. after its recent acquisition of Grubhub, the company’s largest geographical presence by revenue is in the U.K., Germany, Canada, and the Netherlands.

Oosterdoksstraat 80
Amsterdam, 1011 DK, Netherlands
T +31 614315479
Sector Consumer Cyclical
Industry Internet Retail
Most Recent Earnings
Fiscal Year End Dec 31, 2021
Stock Type
Employees 20,235