Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Software - Infrastructure
P/S (TTM)
3.0
EV / FCF (TTM)
17.8
Global Blue Group Holding AG, established in 1980 and headquartered in Wangen-Brüttisellen, Switzerland, specializes in delivering technology-driven transaction processing services. These offerings serve a broad spectrum of clients, including merchants, banks, acquirers, governmental bodies, and international travelers throughout Europe, the Asia Pacific, and other global regions. The company operates through three core segments: 1. Tax Free Shopping Technology Solutions (TFSS): This division offers a crucial value-added tax (VAT) refund service, enabling qualifying international shoppers to reclaim VAT on purchases made abroad. It also provides valuable intelligence and marketing support to its partners. 2. Added-Value Payment Solutions (AVPS): AVPS facilitates convenient currency selection at the point of sale for international shoppers, allowing them to pay in their home or destination currency through brands such as Dynamic Currency Choice and Currency Select. Beyond this, Global Blue extends its payment capabilities to include currency conversion for physical points of sale, comprehensive dynamic currency conversion (DCC) services (including at ATMs), and multi-currency processing for online retailers. This segment also offers broader e-commerce return solutions. 3. Complementary Retail Tech Solutions (CRTS): This segment features innovative retail technology platforms. Notable among them is ZigZag, a digital platform designed to fully streamline and enhance the e-commerce returns journey for both retailers and consumers. Another key offering is Yocuda, which empowers retailers to generate and send digital receipts directly to their customers.
www.globalblue.comNo one on the platform currently holds GB.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 165,300 | $1.2M |
No one on the platform has traded GB yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 15.7% | — | — | — | ||
| Rev. Growth % | 20.3% | 3.9% | ||||
| Profit Margin % | 16.6% | -202.1% | ||||
| Free Cash Flow Margin % | 21.7% | -66.9% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.3% on the P/E track.
At today's price, your expected annual return is +7.0% on the P/E track.
At today's price, your expected annual return is +10.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $637M | +10.8% | $0.40 | $0.40–$0.40 | 18.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 7 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-06-04 | $0.04 | $0.06 | +50.0% |
| 2025-02-26 | $0.09 | $0.13 | +49.6% |
| 2024-11-22 | $0.08 | $0.10 | +19.6% |
| 2024-08-28 | $0.08 | $0.02 | -71.4% |
| 2024-06-05 | $0.08 | $0.01 | -85.7% |
| 2024-02-23 | $0.07 | $0.04 | -42.9% |
| 2023-11-29 | $0.07 | $0.08 | +16.7% |
| $1.9B |
| — |
| MNTVMomentive Global Inc. | $9.45 | +0.00% | $1.4B | — |
| PAYAPaya Holdings Inc. | $9.74 | +0.00% | $1.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
$GB finally merger is fully complete onto the next abri
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$GB very dead feed. I’m buying all dips. Long term hold for me
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$TSLA $HOLO $EGG $GB!! Global Blue Group is going to explode load up! The ultimate bullflag!
View on StockTwits ↗$GB $TSLA $DJT $GME $SPY Global Blue Group is set to rip! Absolute insane Bull Flag! Options expiration around the corner! Let’s go!!
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$FOUR $GB Shift4 Payments extends tender offer to acquire Global Blue Shift4 Payments (FOUR) is further extending its all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company, to purchase all of the outstanding shares of Global Blue (GB) pursuant to the transaction agreement of February 16 between Global Blue and Shift4, and, from and after its execution and delivery of a joinder thereto on February 25, 2025, Merger Sub. The tender offer is subject to certain conditions, including, among other things, satisfaction of a minimum tender condition, for which the 90% threshold has been met, the receipt of regulatory approvals in certain jurisdictions and other customary closing conditions. The transaction is still expected to close by Q3. Global Blue's board of directors has unanimously recommended that all shareholders tender their shares into the offer. The tender offer will remain open until one minute after 11:59 p.m. NYC time on July 2, 2025 and may be extended again while the parties await certain regulatory approvals. As of June 23, approximately 233,255,077 shares have been validly tendered and not withdrawn, representing approximately 97.12% of the issued and outstanding shares.
View on StockTwits ↗$FOUR $GB Shift4 Payments extends previously announced tender offer to acquire Global Blue Shift4 Payments (FOUR), announced that it is further extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company, to purchase all of the outstanding shares of Global Blue Group Holding (GB) pursuant to the previously announced transaction agreement, dated as of February 16, 2025 between Global Blue and Shift4, and, from and after its execution and delivery of a joinder thereto on February 25, 2025, Merger Sub. The tender offer is subject to certain conditions, including, among other things, satisfaction of a minimum tender condition, for which the 90% threshold has been met, the receipt of regulatory approvals in certain jurisdictions and other customary closing conditions. The transaction is expected to close by the third quarter of calendar year 2025, as previously announced. Global Blue's board of directors has unanimously recommended that all shareholders tender their shares into the offer. The tender offer will remain open until one minute after 11:59 p.m. (New York City time) on June 23, 2025 and may be extended again while the parties await certain regulatory approvals.
View on StockTwits ↗$GB $FOUR Shift4 Payments further extends cash tender offer to acquire Global Blue Shift4 Payments (FOUR) announced that it is further extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company, to purchase all of the outstanding shares of Global Blue Group Holding (GB) pursuant to the previously announced transaction agreement, dated as of February 16 between Global Blue and Shift4, and, from and after its execution and delivery of a joinder thereto on February 25, Merger Sub. The transaction is expected to close by the Q3 as previously announced. The tender offer will remain open until one minute after 11:59 p.m. on June 5 and may be extended again while the parties await certain regulatory approvals. Equiniti Trust Company, the depositary and paying agent for the tender offer, has reported that, as of one minute after 11:59 p.m. on May 20, approximately 232,150,795 shares have been validly tendered and not withdrawn, representing approximately 96.66% of the issued and outstanding shares.
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$FOUR $GB Shift4 Payments extends tender offer to acquire Global Blue Shift4 Payments (FOUR) announced that it is extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH,, to purchase all of the outstanding shares of Global Blue Group (GB), pursuant to the previously announced transaction agreement, dated as of February 16. The tender offer is subject to certain conditions, including, among other things, satisfaction of a minimum tender condition, for which the 90% threshold has been met, the receipt of regulatory approvals in certain jurisdictions and other customary closing conditions. The transaction is expected to close by Q3 of 2025, as previously announced. The tender offer will remain open until one minute after 11:59 p.m. on May 6, and may be extended again while the parties await certain regulatory approvals, Shift4 said.
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$GB estimate earnings yesterday was 0.00 now it changed to 0.09?? What a scam!!!!
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$GB consolidation? Is this showing up on any scanners? Double the volume as average today.
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$GB $ ALLR - Allarity Therapeutics Inc. Ovarian Cancer treatment drug .. next stop >> FDA Approval. Webcast from the 18th February .. hugely positive >>>> https://www.youtube.com/watch?v=hdza8Xlvcrc
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.