Digital Streaming Expansion Will Redefine European Media Landscape

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Mar 25

Updated

16 Dec 25

Views

18

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

23.5%

7D

4.4%

Loading

1Y

23.5%

7D

4.4%

You can edit this narrative until Dec 17 10:05 PM. Then, changes will post as Updates.

Author's Valuation

€34.834.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Dec 25

Fair value Decreased 1.88%

RRTL: Leadership Transition And Digital Execution Will Shape Balanced Risk Reward Outlook

Analysts have slightly reduced their price target for RTL Group, trimming fair value from about EUR 35.50 to roughly EUR 34.83 as they factor in softer revenue growth and margin expectations, partly offset by higher anticipated future valuation multiples. Analyst Commentary Recent commentary reflects a generally cautious but balanced stance on RTL Group, with modest adjustments to valuation rather than any wholesale change in fundamental views.

Shared on 02 Dec 25

Fair value Decreased 4.44%

RRTL: Future Management Changes And Share Buybacks Will Balance Opportunities And Risks

Analysts have reduced their price target for RTL Group from €37.15 to €35.50, citing softer revenue growth and declining profit margins as key factors in the revised valuation. Analyst Commentary Following the recent price target adjustments, analysts have provided a range of views on RTL Group’s outlook, focusing on valuation, revenue trends, and near-term execution risks.

Shared on 01 May 25

Fair value Increased 7.65%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget has increased future PE multiple from 11.0x to 12.2x.

Shared on 26 Mar 25

Fair value Decreased 4.47%

AnalystConsensusTarget has increased profit margin from 6.0% to 8.0% and decreased future PE multiple from 14.4x to 11.0x.

AnalystConsensusTarget Fair Value

€34.83

4.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.97%

Media revenue growth rate

0.15%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.06%

Calculation

€297.81m

Earnings '28

x

20.88x

PE Ratio '28

=

€6.22b

Market Cap '28

€6.22b

Market Cap '28

/

154.74m

No. shares '28

=

€40.19

Share Price '28

€40.19 Share Price '28

Discounted to 2025 @ 5.05% p.a.

=

€34.67

Fair Value '25