Equity Brief · Consumer Cyclical2026-08-15
PRX.AS·Consumer Cyclical

Last results 29 Jun 2026

Prosus

I · AI Analysis

The brief

Prosus operates internet platforms across classifieds, payments and fintech, online food delivery, and education technology [Yahoo Finance]. The company functions as a holding company with investments in e-commerce and internet businesses globally, maintaining a substantial position in Tencent alongside its own operational platforms [Yahoo Finance].

Prosus is a Netherlands-based internet holding company operating e-commerce platforms across classifieds, payments, food delivery, and education technology in Asia, Europe, Latin America, and North America [Yahoo Finance]. The company employs roughly 42,000 people and is publicly traded on the Amsterdam exchange [Yahoo Finance]. Notable for its large stake in Tencent, Prosus acts as a diversified internet investment vehicle with operations spanning multiple digital sectors [Yahoo Finance].

Prosus shows strong profitability metrics with a trailing net margin of 119.9%, though operating margin remains thin at 1.4% [Yahoo Finance].

The brief AI analysisConfidence 6/10

Sentinellis health

Financially healthy

8.4/10

7.5+ strong · 4.5–7.5 moderate · under 4.5 weak

Profitability

16% of score10.0/10
Net margin+119.9%Gross margin+46.4%

Returns on capital

16% of score10.0/10
ROIC+22.1%Return on equity+22.2%

Growth & momentum

11% of score10.0/10
Revenue growth+57.3%Operating margin trend—· no data

Balance sheet

32% of score6.7/10
Current ratio2.4xNet debt / EBITDA3.1x· need < 2.5xInterest coverage19.3xDebt / equity0.33

Cash generation

16% of score6.7/10
Free cash flowUSD 1.4BCash vs reported profitUSD 1.6B vs USD 11.6B· need OCF > net income

Value creation

11% of score10.0/10
ROIC vs cost of capital+16.2pp

Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.

Market capitalisation

EUR 79.7B

Revenue (TTM)

USD 9.7B

Explainers

How we read these numbers

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Operating margin of just 1.4% indicates the core business generates minimal profit from operations, making the company vulnerable to margin pressure if competitive dynamics or cost structures shift [Yahoo Finance].

1 of 5 risks in this report

Risks

5

Opportunities

5

Red flags

2

Leadership

10

11 more findings in the full report — free with any account.

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III · Related

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Produced 15 Aug 2026, 14:16 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated