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Atresmedia Corporación de Medios de Comunicación
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Fragmenting TV Audiences And Tech Rivalry Will Undermine Revenue
Key Takeaways Reliance on traditional TV ad revenue and slow digital growth exposes the company to market shifts, audience fragmentation, and margin pressure. Larger global platforms' dominance limits Atresmedia's digital revenue potential, increasing earnings risk and threatening market share and long-term profitability.
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€5.37
FV
8.3% undervalued
intrinsic discount
4.21%
Revenue growth p.a.
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4 days ago
author updated this narrative
Atresmedia Corporación de Medios de Comunicación
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Traditional TV Decline And Escalating Costs Will Crush Margins
Key Takeaways Over-reliance on traditional TV advertising and slow digital income growth exposes the company to declining viewership and revenue risks. Rising content costs and competition from global streaming platforms threaten profitability and deepen challenges in audience and market share retention.
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€4.30
FV
14.5% overvalued
intrinsic discount
4.61%
Revenue growth p.a.
Set Fair Value
0
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8 days ago
author updated this narrative
Atresmedia Corporación de Medios de Comunicación
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Advertising And Local Content Trends Will Transform Media Distribution
Key Takeaways Strong digital and streaming growth, strategic partnerships, and an event management acquisition are poised to diversify earnings and accelerate top-line and margin expansion. Ample cash from tax claim proceeds enhances flexibility for acquisitions, shareholder rewards, and increased digital investment, supporting long-term growth and robust cash flow.
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€6.30
FV
21.8% undervalued
intrinsic discount
6.95%
Revenue growth p.a.
Set Fair Value
0
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0
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8 days ago
author updated this narrative
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