Just Eat Takeaway.com N.V. (JTKWY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Just Eat Takeaway.com N.V. (JTKWY) trades at $4.25 with AI Score 39/100 (Grade D). Just Eat Takeaway. com N. V. Market cap: $4.24B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for JTKWY: JTKWY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates JTKWY against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
JTKWY: 1/1 perspectives are bearish.
How is this calculated? →Just Eat Takeaway.com N.V. (JTKWY) Consumer Business Overview
Just Eat Takeaway.com N.V. is a global online food delivery marketplace connecting consumers and restaurants across Europe, North America, and other international markets. With a focus on platform-based delivery services, the company faces competition from other major players in the specialty retail sector while navigating profitability challenges and market-specific dynamics.
What Is the Investment Thesis for JTKWY?
Just Eat Takeaway.com N.V. presents a complex investment case. The company's extensive global presence and established platform provide a solid foundation for growth in the expanding online food delivery market. However, its current negative profitability, with a profit margin of -28.1% and a P/E ratio of -32.62, raises concerns about its financial sustainability. Key value drivers include increasing order volumes, improving operational efficiency, and achieving profitability in key markets. Upcoming catalysts include potential partnerships and expansions into new geographic regions. Investors should closely monitor the company's progress in reducing losses and achieving sustainable profitability amidst intense competition.
Based on FMP financials and quantitative analysis
JTKWY Key Highlights
- Market capitalization of $4.24B reflects investor valuation of Just Eat Takeaway.com's future growth potential.
- Negative P/E ratio of -32.62 indicates the company is currently unprofitable, requiring scrutiny of its path to profitability.
- Gross margin of 18.3% suggests potential for improvement through cost optimization and increased efficiency.
- Beta of 1.70 indicates higher volatility compared to the market, reflecting the speculative nature of the stock.
- No dividend yield reflects the company's focus on reinvesting earnings for growth rather than returning capital to shareholders.
Who Are JTKWY's Competitors?
JTKWY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BKGFF The Berkeley Group Holdings plc | $47.00 | +2.17% | $4.33B | 52 |
| HNORY Harvey Norman Holdings Limited | $15.62 | +0.00% | $3.89B | 50 |
| JDDSF JD Sports Fashion plc | $1.06 | +0.00% | $5.07B | 50 |
| JDSPY JD Sports Fashion plc | $1.08 | +0.47% | $5.19B | 48 |
| JUMSF Jumbo S.A. | $27.50 | +0.00% | $3.70B | 56 |
| GPGNF Grupo Gigante, S. A. B. de C. V. | $1.64 | +0.00% | $1.63B | 68 |
| MNSO MINISO Group Holding Limited | $11.89 | +1.49% | $3.63B | 64 |
| FDIT Findit, Inc. | $0.03 | -14.86% | $30.13M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JTKWY's Key Strengths?
- Wide geographic presence across multiple countries.
- Large network of partner restaurants.
- Established brand recognition.
- Proprietary technology platform.
What Are JTKWY's Weaknesses?
- Negative profitability and high operating expenses.
- Intense competition in the online food delivery market.
- Dependence on third-party delivery providers in some regions.
- Exposure to regulatory risks and changing consumer preferences.
What Could Drive JTKWY Stock Higher?
- Expansion into new geographic markets, increasing its global footprint and revenue potential.
- Enhancement of its technology platform to improve user experience and operational efficiency.
- Strategic partnerships with grocery stores and other retailers to expand service offerings.
- Potential for increased demand during peak seasons and holidays.
- Possible regulatory changes that could benefit the online food delivery industry.
What Are the Key Risks for JTKWY?
- Financial-distress signal — its Altman Z-Score of -1.14 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-17.8%) — the business is not currently generating profit on shareholder capital.
- Intense competition from established players and new entrants in the online food delivery market.
- Economic downturns affecting consumer spending on discretionary items like food delivery.
- Cybersecurity risks and data breaches compromising customer information.
- Regulatory changes impacting the online food delivery industry, such as restrictions on delivery fees or labor laws.
- Fluctuations in currency exchange rates affecting the value of its international operations.
What Are the Growth Opportunities for JTKWY?
- Expansion into underserved markets represents a significant growth opportunity for Just Eat Takeaway.com. By targeting regions with limited online food delivery options, the company can establish a first-mover advantage and capture market share. This strategy involves conducting thorough market research, adapting its platform to local preferences, and building partnerships with local restaurants. The timeline for this expansion is ongoing, with continuous assessment of new market opportunities.
- Enhancing platform technology and user experience can drive increased customer engagement and order frequency. Investing in AI-powered personalization, improved search functionality, and seamless ordering processes can attract and retain customers. The company can also explore integrating loyalty programs and gamification features to further incentivize usage. This is an ongoing initiative with continuous updates and improvements planned.
- Strategic partnerships with grocery stores and other retailers can expand Just Eat Takeaway.com's service offerings and attract new customer segments. By offering delivery of groceries, household essentials, and other products, the company can capitalize on the growing demand for on-demand convenience. These partnerships can also provide access to new customer data and marketing channels. The timeline for establishing these partnerships is within the next 1-2 years.
- Optimizing delivery logistics and reducing delivery times can improve customer satisfaction and drive repeat orders. Implementing advanced routing algorithms, utilizing real-time tracking, and expanding its network of delivery personnel can enhance the efficiency of its delivery operations. The company can also explore the use of drones or other innovative delivery methods to further reduce delivery times. This is an ongoing operational improvement initiative.
- Increasing the focus on sustainability and ethical practices can enhance Just Eat Takeaway.com's brand image and attract environmentally conscious customers. This includes reducing packaging waste, promoting sustainable sourcing practices, and supporting local communities. The company can also partner with restaurants that prioritize sustainability and offer eco-friendly delivery options. This is an ongoing effort to align with evolving consumer values.
What Opportunities Does JTKWY Have?
- Expansion into underserved markets.
- Enhancement of platform technology and user experience.
- Strategic partnerships with grocery stores and other retailers.
- Optimization of delivery logistics and reduction of delivery times.
What Threats Does JTKWY Face?
- Increasing competition from established players and new entrants.
- Potential regulatory changes impacting the online food delivery industry.
- Economic downturns affecting consumer spending.
- Cybersecurity risks and data breaches.
What Are JTKWY's Competitive Advantages?
- Extensive geographic reach across multiple countries.
- Large network of partner restaurants.
- Established brand recognition and customer loyalty.
- Proprietary technology platform for online ordering and delivery management.
What Does JTKWY Do?
Just Eat Takeaway.com N.V., founded in 2000 and headquartered in Amsterdam, operates as an online food delivery marketplace. The company's core business revolves around connecting consumers with a wide array of restaurants through its digital platforms, enabling users to order food online for delivery or pickup. The company has expanded its reach to include Canada, the United States, Austria, Belgium, Denmark, Germany, Luxembourg, Norway, Poland, Switzerland, Slovakia, the Netherlands, Australia, Bulgaria, France, Israel, Italy, New Zealand, Portugal, Romania, and Spain, along with partnerships in Colombia and Brazil. Over the years, Just Eat Takeaway.com has grown through strategic acquisitions and organic expansion, establishing a significant presence in key markets. Its platforms offer a diverse selection of cuisines and restaurant options, catering to a broad customer base. The company competes with other major players in the online food delivery space, focusing on enhancing its technology, expanding its restaurant network, and optimizing its delivery logistics to maintain and grow its market share. The company manages approximately 20,000 employees globally.
What Products and Services Does JTKWY Offer?
- Operates an online food delivery marketplace.
- Connects consumers with a wide range of restaurants.
- Provides a platform for ordering food online for delivery or pickup.
- Serves customers in numerous countries across Europe, North America, and other regions.
- Facilitates the ordering process through its website and mobile app.
- Offers a diverse selection of cuisines and restaurant options.
- Provides delivery services through its own network and third-party providers.
How Does JTKWY Make Money?
- Generates revenue through commissions charged to restaurants on each order.
- Earns delivery fees from customers.
- Offers premium services to restaurants for enhanced visibility and marketing.
- Partnerships with restaurants and other businesses.
What Industry Does JTKWY Operate In?
Just Eat Takeaway.com operates in the competitive online food delivery market, which has experienced significant growth due to changing consumer preferences and technological advancements. The industry is characterized by intense competition among major players, including BKGFF (Delivery Hero), HNORY (DoorDash), JDDSF (Meituan), JDSPY (JD.com), and JUMSF (Uber Eats). Market trends include increasing demand for convenience, growing adoption of mobile ordering, and the expansion of delivery services to include groceries and other goods. Just Eat Takeaway.com aims to differentiate itself through its extensive geographic reach and diverse restaurant network.
Who Are JTKWY's Key Customers?
- Consumers seeking convenient online food ordering.
- Restaurants looking to expand their reach and increase sales.
- Businesses seeking catering services for events and meetings.
ROE -18%Key Financial Metrics
Return on equity for Just Eat Takeaway.com N.V. stands at -17.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -11.0%, showing how much profit it generates from its asset base. Its free cash flow yield is 7.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.94 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -3.1%, the inverse of the P/E and a quick read on earnings relative to price.
Just Eat Takeaway.com N.V. (JTKWY) Valuation Context
Valued at $4.24B, JTKWY is classified as a mid-cap stock. Relative to its peer group, JTKWY's quantitative score of 39/100 is below the peer average of 51/100.
Company Profile
Just Eat Takeaway.com N.V. operates in the Specialty Retail industry within the Consumer Cyclical sector. It is headquartered in Amsterdam, NL. The company is led by CEO Roberto Gandolfo. JTKWY has traded publicly since 2020.
F-Score 5/9Financial Health
Just Eat Takeaway.com N.V.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -1.14 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Just Eat Takeaway.com N.V. revenue of about $3.87B for fiscal 2026, with EPS near $-0.02. The estimate reflects 4 contributing analysts.
JTKWY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
Bull Case vs Bear Case
Bull Case
- Wide geographic presence across multiple countries.
- Large network of partner restaurants.
- Established brand recognition.
- Proprietary technology platform.
Bear Case
- Negative profitability and high operating expenses.
- Intense competition in the online food delivery market.
- Dependence on third-party delivery providers in some regions.
- Exposure to regulatory risks and changing consumer preferences.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
JTKWY Latest News
No recent news available for JTKWY.
JTKWY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for JTKWY.
Price Targets
Wall Street price target analysis for JTKWY.
JTKWY MoonshotScore
What does this score mean?
The MoonshotScore rates JTKWY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Roberto Gandolfo
Unknown
Information on Roberto Gandolfo's specific background and career history is not available in the provided data. However, as a leader within Just Eat Takeaway.com N.V., he likely possesses extensive experience in the food delivery or technology sectors. Further research would be needed to provide a comprehensive profile of his professional journey and qualifications.
Track Record: Due to the limited information available, it is not possible to assess Roberto Gandolfo's track record or specific achievements within Just Eat Takeaway.com N.V. His contributions to the company's strategic direction and operational performance would require further investigation and data collection.
Just Eat Takeaway.com N.V. ADR Information Unsponsored
An American Depositary Receipt (ADR) like JTKWY represents shares of a non-U.S. company (Just Eat Takeaway.com N.V.) held by a U.S. depositary bank. It allows U.S. investors to trade shares of the foreign company on U.S. exchanges. JTKWY as an ADR simplifies investing in Just Eat Takeaway.com N.V. without directly dealing with foreign exchanges.
- Home Market Ticker: Euronext Amsterdam, Netherlands
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: JTKW
JTKWY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies in this tier often have limited financial disclosure and may not meet the listing requirements of major exchanges like the NYSE or NASDAQ. Investing in OTC Other stocks carries higher risks due to the potential for limited information and regulatory oversight compared to exchange-listed stocks.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Potential for lower trading volumes and liquidity.
- Higher price volatility compared to exchange-listed stocks.
- Increased risk of fraud or manipulation.
- Limited regulatory oversight and investor protection.
- Verify the company's registration and legal status.
- Obtain and review available financial statements and reports.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Research any legal or regulatory issues involving the company.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before making any investment decisions.
- Established business operations and a history of revenue generation.
- Presence of a professional management team.
- Positive media coverage and industry recognition.
- Independent audits of financial statements.
- Compliance with applicable regulations and reporting requirements.
Just Eat Takeaway.com N.V. Consumer Cyclical Stock: Key Questions Answered
What does Just Eat Takeaway.com N.V. do?
Just Eat Takeaway.com N.V. operates as a leading online food delivery marketplace, connecting consumers with a vast network of restaurants across numerous countries. Through its user-friendly platform, customers can easily browse menus, place orders, and arrange for delivery or pickup. The company's core business revolves around facilitating convenient and efficient food ordering services, catering to a diverse range of culinary preferences and dietary needs. By providing a seamless digital experience, Just Eat Takeaway.com aims to enhance customer satisfaction and drive growth in the rapidly evolving food delivery industry.
What do analysts say about JTKWY stock?
Analyst consensus on JTKWY stock is currently mixed, reflecting the company's complex financial situation and competitive landscape. Key valuation metrics, such as its negative P/E ratio, indicate that the company is not yet profitable. Growth considerations include its expansion into new markets, technological advancements, and strategic partnerships. However, analysts also acknowledge the risks associated with intense competition, regulatory changes, and economic uncertainties. Investors should carefully weigh these factors and conduct their own due diligence before making any investment decisions.
What are the main risks for JTKWY?
The main risks for Just Eat Takeaway.com N.V. include intense competition in the online food delivery market, which could pressure margins and limit growth. Economic downturns could reduce consumer spending on food delivery services. Cybersecurity risks and data breaches pose a threat to customer trust and data security. Regulatory changes, such as restrictions on delivery fees or labor laws, could negatively impact its business model. Fluctuations in currency exchange rates could affect the value of its international operations. These risks require careful monitoring and proactive mitigation strategies.
What are the key factors to evaluate for JTKWY?
Just Eat Takeaway.com N.V. (JTKWY) holds an AI score of 39/100 (low). Not financial advice.
How frequently does JTKWY data refresh on this page?
JTKWY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven JTKWY's recent stock price performance?
Just Eat Takeaway.com N.V. (JTKWY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Wide geographic presence across multiple countries. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider JTKWY overvalued or undervalued right now?
Valuing Just Eat Takeaway.com N.V. (JTKWY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying JTKWY?
Before investing in Just Eat Takeaway.com N.V. (JTKWY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- Analyst opinions and market trends are subject to change.
- Investment decisions should be based on individual risk tolerance and financial goals.