Deezer

Limited Global Reach Will Constrain Revenues But Margins May Recover

AnalystLowTarget

Not Invested

Community Contributor

Published

13 Aug 25

Updated

14 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-18.9%

2.5%

-18.9%

2.5%

You can edit this narrative until Dec 15 9:10 PM. Then, changes will post as Updates.

Author's Valuation

€1.214.2% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 14 Dec 25

Fair value Decreased 20%

DEEZR: Improved Profit Outlook May Drive Future Re-Rating Despite Higher Required Return

Analysts have trimmed their price target on Deezer from €1.50 to €1.20, citing a higher required discount rate, even though expectations have improved for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Deezer S.A. confirmed earnings guidance for full year 2025, expecting annual revenue to be flat to slightly declining year on year (company guidance).

AnalystLowTarget Fair Value

€1.2

14.2% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

15.13%

Entertainment revenue growth rate

0.42%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.12%

Calculation

€46.83m

Earnings '28

4.59x

PE Ratio '28

€215.09m

Market Cap '28

€215.09m

Market Cap '28

138.92m

No. shares '28

€1.55

Share Price '28

€1.55 Share Price '28

Discounted to 2025 @ 9.11% p.a.

€1.19

Fair Value '25