Update shared on 30 Oct 2025
Fair value Decreased 1.39%FDJ United's analyst price target has been lowered slightly, decreasing from €34.41 to €33.93. Analysts point to modest reductions in expected profit margins and revenue growth as factors for the updated outlook.
Analyst Commentary
Recent research reports reflect a range of views on FDJ United's valuation, growth prospects, and execution. While price targets have been revised downward across the board, analysts express both optimism and caution about the company's future performance.
Bullish Takeaways
- Bullish analysts continue to see upside for FDJ United, maintaining "Overweight" or "Buy" ratings even though target prices have been slightly reduced.
- The company is still viewed favorably for its strong underlying business model and resilient market positioning, which supports a premium valuation relative to peers.
- Positive momentum in core business areas provides hope for future revenue expansion and margin stabilization, contributing to long-term growth potential.
Bearish Takeaways
- Bearish analysts have reduced price targets more significantly, reflecting concerns about softer revenue growth and tighter profit margins.
- Caution remains around the company's ability to deliver on its growth plans in a more challenging economic environment.
- Uncertainty over execution risks, particularly with recent market headwinds, has led some analysts to make a more neutral assessment regarding near-term performance.
- The downward revisions indicate that valuation multiples may contract if operational improvements do not materialize as anticipated.
What's in the News
- FDJ United released earnings guidance for the fourth quarter and full year 2025.
- The company anticipates a slight decline in revenue for the fourth quarter of 2025 compared to the same quarter in 2024.
- For the full year 2025, FDJ United expects revenue to exceed EUR 3.7 billion. (Company Guidance)
Valuation Changes
- Consensus Analyst Price Target has fallen slightly, decreasing from €34.41 to €33.93.
- Discount Rate has risen marginally from 9.03% to 9.07%.
- Revenue Growth expectations have softened slightly, moving from 5.69% to 5.63%.
- Net Profit Margin forecasts have been reduced from 11.81% to 11.32%.
- Future P/E ratio is projected to increase, moving from 16.81x to 17.33x.
Disclaimer
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