Update shared on04 Oct 2025
Fair value Decreased 6.33%ProSiebenSat.1 Media's fair value target has been lowered by analysts to €7.03 from €7.51. This change reflects tempered revenue growth expectations as well as a more cautious outlook on profit margins and discount rates.
Analyst Commentary
Bullish Takeaways- Bullish analysts see potential for upward momentum in the stock, as some are raising their price targets and maintaining positive outlooks.
- Recent increases in target valuations from major firms suggest confidence in management’s execution and company strategy.
- Expectations for stable or improving market share support optimism for growth in core revenue streams.
- Analysts highlight resilience in certain business segments, which contributes positively to the company’s overall valuation outlook.
- Bearish analysts have shown caution by lowering recommendations and adjusting price targets slightly downward, signaling concerns about near-term upside.
- There are ongoing concerns about the sustainability of profit margins given competitive pressures and changing market dynamics.
- Analysts remain wary of execution risks related to broader macroeconomic uncertainty and evolving consumer media consumption patterns.
- Some note that more conservative discount rates and modest revenue growth expectations continue to affect fair value estimates.
What's in the News
- ProSiebenSat.1 Media SE revised its financial guidance for 2025, now targeting group revenues of around €3.65 to €3.80 billion, lower than the previous outlook of approximately €3.85 billion. (Key Developments)
- MFE-MediaForEurope N.V. completed the acquisition of an additional 29.86% stake in ProSiebenSat.1, raising its total ownership to 60%. (Key Developments)
- PPF IM Ltd finalized the acquisition of an additional 2.7% stake in ProSiebenSat.1, bringing its shareholding closer to the maximum targeted in its public offer. (Key Developments)
- Earlier in 2025, ProSiebenSat.1 had confirmed higher group revenue guidance of around €3.85 billion for the year, before the recent downward revision. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Decreased modestly from €7.51 to €7.03, reflecting a more cautious outlook on the stock's fair value.
- Discount Rate: Increased slightly from 7.04% to 7.24%, indicating greater perceived risk or higher required return.
- Revenue Growth: Lowered from 1.75% to 1.30%, suggesting revised expectations for the company's pace of sales expansion.
- Net Profit Margin: Declined from 7.52% to 6.90%, pointing to tighter margins and potential profitability challenges.
- Future P/E: Rose from 7.69x to 8.00x, implying higher earnings multiples projected for the company going forward.
Disclaimer
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