So, Value Holdings Management just dropped another $7.66 million on Euronet Worldwide (EEFT 0.11%). Which, let’s be honest, is a little like doubling down on beige. Euronet, for those keeping track at home, is down 24% over the last year. It’s basically the opposite of whatever meme stock is currently being fueled by Reddit and regret. But hey, somebody’s gotta be the adult in the room, right?
What’s the Deal?
Value Holdings scooped up 98,289 shares in the last quarter. That brings their stake to 2.5% of their portfolio. Which is a polite way of saying they’re committed. Like, “we’ve seen this movie before, and we’re bringing snacks” committed. The value of the position increased by $6.33 million, which is good news. Unless you’re counting in Monopoly money.
Who Are These People?
Let’s take a peek at what else Value Holdings likes. They’re big fans of EME, ROL, PRIM, WAB, and MKSI. It’s a portfolio that screams “stability.” Or possibly “we peaked in 2015.” Either way, it’s a solid list of companies that probably have really good dental plans.
Euronet by the Numbers (Don’t Panic)
As of Tuesday, Euronet shares were trading at $74.03. The company’s market cap is $3.03 billion. Revenue clocked in at $4.18 billion, with a net income of $304.30 million. These are numbers. They exist. They may or may not make you rich.
| Metric | Value |
|---|---|
| Price (as of Tuesday) | $74.03 |
| Market capitalization | $3.03 billion |
| Revenue (TTM) | $4.18 billion |
| Net income (TTM) | $304.30 million |
What Does This All Mean? (Besides a Headache)
Here’s the thing about value investing: it’s not about chasing the hot new thing. It’s about finding companies that are… reliably uncool. Euronet is basically the khaki pants of the financial world. They’re not flashy, but they get the job done. The recent quarter showed revenue up 4% to $1.15 billion, operating income up 7%, and adjusted EBITDA up 8%. Adjusted earnings per share jumped 19% to $3.62. It’s…progress. Slow, steady, beige progress.
Management admits they expected more revenue, but hey, nobody’s perfect. The stock’s underperformance is probably due to macro pressures and uneven segment growth, not some sort of existential crisis within the company. They’re still generating cash at scale—over $1.1 billion in unrestricted cash and $1.8 billion in revolving credit. That’s a lot of money. Enough to buy a small country, probably.
They’re forecasting 12-16% adjusted EPS growth for the year, but are hedging their bets about foreign exchange rates and interest rates. Because of course they are. It’s always something. But they’re in the business of moving money around, which is a pretty good business to be in, even when the world is slightly on fire.
So, is Euronet a screaming buy? Probably not. But it’s a solid, unglamorous company that’s being quietly supported by a value investor. Which, in this market, is almost…radical. Now, if you’ll excuse me, I need to go find some beige paint.
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2026-01-16 06:52