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eDreams ODIGEOEDR.MCCompetitor analysis, valuation and peers

Spain · EUR·Consumer Discretionary›Other Consumer Services
Momentum leader 98
Mkt cap
$637M
US dollars, full cap
Free float
66%
of shares outstanding
$/day
$1.75M
20-day average traded
Fwd P/E
15.5×
forward earnings
ROIC−WACC
+1.3 pp
WACC 9.1%
Hurdle
-41 pp
Req g minus delivered
Official | Implied
B / B
agencies · bond market
Next earnings
11 days
17 Nov 2026
Close · EUR€5.18
1D+0.2%
1W+9.8%
1M+16.8%
3M-6.0%
6M+58.6%
YTD+29.8%
1Y-28.1%
ATR %3.6%
52w lowhigh30.9% off high

What eDreams ODIGEO does

Employees: 1,862

eDreams ODIGEO at a glance

Size eDreams ODIGEO (EDR.MC) is a Spain Consumer Discretionary company (Other Consumer Services) with a market value of $637M, the 75th largest of 97 Spain companies the cockpit tracks. Shares closed at €5.18 on 6 Nov 2026.

Performance Over six months the shares gained 58.6%, against -13.4% for the median peer and +8.2% for the Spain market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue fell 3.3% over the last twelve months (peer median +3.7%); the operating margin is 11.5% (peer median 10.8%).

Valuation It trades at 15.5× forward earnings against a peer median of 18.7× (4th cheapest of 14).

Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +44%, so the hurdle is -41 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.3 points above its cost of capital (9.1% WACC).

Credit eDreams ODIGEO has 1 bond outstanding ($418M), rated B by the agencies and trading like B at a weighted spread of 565 bp.

Next results Next results expected around 17 Nov 2026 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026EDR.MC 162Peer median 89
Six months, rebased to 100: eDreams ODIGEO against the median of its 20 peers (local-currency closes).

eDreams ODIGEO financials

Reported figures in EUR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€661M€669M€671M€651M€588M
Revenue growth—0%+3%+11%—
Gross profit€85.2M€105M€85.7M€57.8M-€5.75M
EBITDA€128M€146M€113M€79.0M€23.1M
Net income€38.9M€52.2M€45.1M€32.4M-€43.3M
Free cash flow€84.1M€74.1M€68.5M€68.9M€43.3M
Capital expenditure€65.2M€62.7M€55.4M€49.1M€38.2M
Total debt€379M€377M€375M€376M€381M

Quarterly statements and history in the cockpit →

eDreams ODIGEO competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-25%0%+25%+50%-20%0%18510020597085APEI00203323735530600138002707000888600593000796MAD0308THOMASCOOKTRIP603402002786EDR.MC6-month return →1-month return →
Up and to the right = strong over both horizons. eDreams ODIGEO is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%20×40×60×80×7085APEI0020332373600138002707000888MAD0308TRIPWJP603402EDR.MCRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. eDreams ODIGEO is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%0%25%50%18517085APEI2373002707MADTHOMASCOOKTRIP9603603402002786EDR.MCGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. eDreams ODIGEO is the large dot.

eDreams ODIGEO competitors and peer comparison

How eDreams ODIGEO compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

eDreams ODIGEO against its 20 peers (data as of 6 Nov 2026)
MeasureEDR.MCPeer medianRank in peer set
1-month return+16.8%-1.9%highest of 21
6-month return+58.6%-13.4%highest of 21
Distance from 52-week high-30.9%-39.0%7th highest of 21
Revenue growth (TTM)-3.3%+3.7%9th lowest of 21
Operating margin11.5%10.8%10th highest of 21
Forward P/E15.5×18.7×4th cheapest of 14
Growth the price implies (Req g, 7 yrs)2.9%1.1%8th most demanding of 17
Growth delivered (Del g)+44.2%+15.1%2nd highest of 17
Hurdle (Req g minus delivered)-41.3 pp-14.4 pp3rd least demanding of 17
ROIC minus cost of capital+1.3 pp+3.6 pp9th lowest of 20
EV / EBITDA6.8×7.8×5th cheapest of 13
Net debt / EBITDA2.4×-0.5×3rd most indebted of 14
Bond spread565 bpn/a—

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
eDreams ODIGEO EDR.MCSpain$637M+59%-3%12%15.5×2.9%+44.2%
China Gingko Education 1851.HKHong Kong$629M+56%+14%38%n/a5.9%+16.9%
Yunnan Tourism 002059.SZChina$606M-19%-24%-62%n/an/an/a
Curves 7085.TJapan$601M+27%+16%18%16.7×-0.7%+11.9%
American Public Education APEIUnited States$682M-34%+4%10%14.5×0.4%+15.1%
Lijiang Yulong Tourism 002033.SZChina$687M-12%+8%37%18.3×0.8%+14.8%
Beauty Farm Medical & Health Industry 2373.HKHong Kong$585M-9%+23%16%8.7×-16.4%+14.0%
Lungyen Life Service 5530.TWOTaiwan$565M+1%-17%20%n/an/an/a
China CYTS Tours 600138.SSChina$737M-25%+15%3%43.9×1.5%+9.7%
UTour 002707.SZChina$740M-15%-9%2%76.6×9.7%+33.8%
Emei Shan Tourism 000888.SZChina$789M-16%-8%15%21.7×3.2%+15.1%
Dalian Sunasia Tourism 600593.SSChina$793M+19%+5%32%n/an/an/a
Caissa Tourism 000796.SZChina$805M-36%+42%-10%n/an/an/a
Mader MAD.AXAustralia$806M-29%+15%9%15.7×5.2%+26.9%
China Travel International Investment Hong Kong 0308.HKHong Kong$809M0%-7%11%23.4×5.4%+15.7%
Thomas Cook (India) THOMASCOOK.NSIndia$499M+1%-7%3%23.1×13.8%+60.2%
TripAdvisor TRIPUnited States$820M-38%-4%5%10.1×-6.6%+25.6%
H.I.S.Co 9603.TJapan$492M0%+4%3%n/a-1.9%-2.8%
Vicom WJP.SISingapore$489M-1%+29%34%21.7×-8.4%+14.1%
Shaanxi Tourism Culture Industry 603402.SSChina$832M-36%-18%54%18.7×-15.9%+27.6%
Shenzhen Silver Basis Technology 002786.SZChina$483M-17%+1%1%n/a29.9%-6.6%

eDreams ODIGEO bonds and credit

eDreams ODIGEO has 1 bond outstanding with $418M face value. The agencies rate it B; its bonds trade like B. Weighted yield 8.92%, a spread of 565 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Which companies are eDreams ODIGEO's closest peers?
The cockpit's peer set: China Gingko Education (1851.HK), Yunnan Tourism (002059.SZ), Curves (7085.T), American Public Education (APEI), Lijiang Yulong Tourism (002033.SZ), Beauty Farm Medical & Health Industry (2373.HK), Lungyen Life Service (5530.TWO), China CYTS Tours (600138.SS).
Is eDreams ODIGEO expensive compared with its peers?
On forward p/e it trades at 15.5× against a peer median of 18.7×, 4th cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +44%, so the hurdle is -41 pp: the price already allows for a slowdown.
How has eDreams ODIGEO stock performed?
Over six months to 6 Nov 2026 the shares returned +58.6% against -13.4% for the median peer; over one year -28.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.