Just Eat Takeaway.com N.V. (TKAYF)

Just Eat Takeaway.com N.V. (TKAYF) — VMCI valuation read

Across 120 indicators, Just Eat Takeaway.com N.V. (TKAYF) lands at VMCI 40/100. The Consumer Cyclical sector median is 50, so the 10-point below-median read is the active comparison. Pillar weighting on the score: Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%.

No material Form 4 disclosures landed on TKAYF in the past 30 days. Quiet insider tape removes one signal source; the active reads stay with the trailing-twelve-month financials and the next 10-Q.

**Investor frame.** On Value, TKAYF trades at 19.0x earnings, 6% above the Consumer Cyclical median of 18.0x; the EV/EBITDA delta of -2.0x reinforces that single line. On Quality, ROIC of 17.0% sits 7.0pp above the Consumer Cyclical median (10.0%). On Risk, net debt to EBITDA of -0.5x leaves covenant headroom for TKAYF on the trailing balance sheet.

TKAYF fell 2.3% over the trailing 7 days, with a -2.1% read on a 30-day basis.