Vivendi SE

Informe acción ENXTPA:VIV

Capitalización de mercado: €2.3b

Vivendi Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Vivendi de 45.5% y 1.8% por año respectivamente. Se prevé que el BPA crezca en un 42.7% al año. Se espera que la rentabilidad financiera sea de 2.9% en 3 años.

Información clave

45.5%

Tasa de crecimiento de los beneficios

42.71%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Entertainment64.8%
Tasa de crecimiento de los ingresos1.8%
Rentabilidad financiera futura2.92%
Cobertura de analistas

Good

Última actualización22 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Apr 28

VIV: Luxury Media Expansion And Buybacks Will Support Future Earnings Power

Vivendi's updated analyst price targets have shifted by €0.30 overall as analysts fine tune their expectations following a series of small target raises and cuts that reflect revised assumptions on fair value, discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on Vivendi shows a mix of higher and lower price targets, with the net €0.30 shift reflecting how closely analysts are recalibrating their views on valuation, execution and earnings power.
Actualización de narrativa Apr 13

VIV: Cooler Outlook And Buyback Plan Will Shape Near Term

Narrative Update on Vivendi The analyst price target for Vivendi has been reduced from €2.80 to €2.20, with analysts pointing to updates in fair value estimates, a higher discount rate, and revised expectations for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Vivendi reflects a more cautious tone, with several bearish analysts trimming price targets in quick succession.
Actualización de narrativa Mar 30

VIV: Future Returns Will Reflect Moderated Expectations And Ongoing Share Repurchase Support

Narrative Update The updated analyst price target for Vivendi has edged lower by about €0.60, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, a marginally firmer profit margin outlook, and a small adjustment to the future P/E multiple. Analyst Commentary Recent research points to a slightly more cautious stance on Vivendi, with updated price targets reflecting a reassessment of both execution risks and longer term growth potential.
Actualización de narrativa Mar 16

VIV: Future Returns Will Benefit From Repriced Earnings Multiple Assumptions

Analysts have trimmed their Vivendi price target from €3.16 to €2.66 as they factor in a higher discount rate, adjust profit margin expectations lower, and apply a much higher future P/E multiple in their valuation work. Valuation Changes Fair Value: revised from €3.16 to €2.66, reflecting a lower central estimate for the shares.
Actualización de narrativa Dec 20

VIV: Stronger Margins Will Support Upgraded Earnings Power And Upside Potential

Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts point to slightly faster expected revenue growth, significantly stronger profit margins, and a lower assumed future P/E multiple to support the revised fair value. Analyst Commentary Recent updates from bullish analysts signal growing confidence in Vivendi's earnings power and strategic execution, even as the nominal change in the price target appears modest.
Actualización de narrativa Dec 06

VIV: Long-Term Returns Will Benefit From Lower Perceived Cash Flow Risk

Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts cite a slightly lower discount rate and marginally improved long term valuation assumptions, despite only negligible changes to revenue growth and profitability forecasts. Analyst Commentary Recent research updates highlight a nuanced view of Vivendi, with modest target changes but a consistent positive stance on the shares.
Actualización de narrativa Nov 22

VIV: Long-Term Returns Will Remain Resilient Despite Price Estimate Revisions

Vivendi’s fair value price target has been reduced from €3.55 to €3.20. Analysts cite modestly slower revenue growth and a higher discount rate as reasons for the revision.
Actualización de narrativa Aug 07

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

Vivendi's fair value estimate has seen a marginal upward revision, as both the consensus analyst price target and future P/E multiple remain essentially unchanged. What's in the News The European Commission has formally accused Vivendi of breaching EU merger rules during its takeover of Lagardère, specifically for implementing the transaction prior to notifying regulators and obtaining necessary approvals.
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Nueva narrativa Mar 09

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

Transformation and restructuring through asset spin-offs aim to unlock value, enhancing revenue and earnings as Vivendi focuses on listed investments.
Artículo de análisis Apr 24

Vivendi SE (EPA:VIV) Could Be Riskier Than It Looks

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Media industry in France, you could be forgiven...
Artículo de análisis Apr 05

Here's Why Vivendi (EPA:VIV) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Mar 15

The Strong Earnings Posted By Vivendi (EPA:VIV) Are A Good Indication Of The Strength Of The Business

Even though Vivendi SE's ( EPA:VIV ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
Artículo de análisis Mar 02

When Should You Buy Vivendi SE (EPA:VIV)?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...
Artículo de análisis Jan 08

Are Investors Undervaluing Vivendi SE (EPA:VIV) By 32%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vivendi fair value estimate is €14.48 Vivendi is estimated to...
Artículo de análisis Dec 14

Vivendi (EPA:VIV) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Nov 23

When Should You Buy Vivendi SE (EPA:VIV)?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it had a relatively subdued couple...
Artículo de análisis Sep 08

Vivendi SE's (EPA:VIV) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Vivendi's estimated fair value is €11.32 based on 2 Stage Free Cash Flow to Equity Vivendi is estimated to...
Artículo de análisis Aug 17

These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jul 30

Is It Time To Consider Buying Vivendi SE (EPA:VIV)?

Vivendi SE ( EPA:VIV ), is not the largest company out there, but it received a lot of attention from a substantial...
Artículo de análisis Apr 14

Vivendi (EPA:VIV) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Feb 06

Should You Think About Buying Vivendi SE (EPA:VIV) Now?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock saw a decent share...
Artículo de análisis Dec 11

Estimating The Fair Value Of Vivendi SE (EPA:VIV)

How far off is Vivendi SE ( EPA:VIV ) from its intrinsic value? Using the most recent financial data, we'll take a look...
Artículo de análisis Oct 28

At €8.34, Is It Time To Put Vivendi SE (EPA:VIV) On Your Watch List?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...
Artículo de análisis Sep 15

These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Aug 25

Estimating The Intrinsic Value Of Vivendi SE (EPA:VIV)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vivendi SE ( EPA:VIV...
Artículo de análisis Jul 14

Is Now An Opportune Moment To Examine Vivendi SE (EPA:VIV)?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...
Artículo de análisis May 27

We Think Vivendi (EPA:VIV) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Mar 07

Should You Investigate Vivendi SE (EPA:VIV) At €10.75?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...
Artículo de análisis Dec 02

Vivendi (EPA:VIV) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:VIV - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202832410794985
12/31/20273158395996
12/31/20263085373776
12/31/202530718-68-65N/A
6/30/2025308-2401,1611,165N/A
3/31/2025303-2671,4991,503N/A
12/31/2024297-1831,8371,840N/A
9/30/2024-1,977-1011,6741,589N/A
6/30/2024-4,252-201,5101,337N/A
3/31/2024-1,970961,2211,137N/A
12/31/2023312212932937N/A
9/30/20235,038-395514716N/A
6/30/20239,764-1,00295494N/A
3/31/20239,680-857213605N/A
12/31/20229,595-712330715N/A
9/30/20229,224-440603994N/A
6/30/20228,852-1698761,272N/A
3/31/20228,785-3991,0381,455N/A
12/31/20218,717-6301,1991,637N/A
6/30/20215,486-6528561,230N/A
3/31/20217,077-2918551,228N/A
12/31/20208,668698531,226N/A
9/30/202016,1061,6301,2151,648N/A
6/30/202016,1211,8201,6422,069N/A
3/31/202016,0101,7021,2491,669N/A
12/31/201915,8981,5838551,268N/A
9/30/201915,3541,033N/A1,132N/A
6/30/201914,809482N/A996N/A
3/31/201914,371305N/A1,092N/A
1/1/201913,932127N/A1,187N/A
10/1/201814,076963N/A1,612N/A
6/30/201813,5321,205N/A1,386N/A
3/31/201813,0931,198N/A1,923N/A
1/1/201812,5181,216N/A1,690N/A
9/30/201711,753458N/A987N/A
6/30/201711,237499N/A987N/A
3/31/201710,991474N/A427N/A
12/31/201610,8191,236N/A658N/A
9/30/201610,8591,322N/A774N/A
6/30/201610,711900N/A622N/A
3/31/201610,7611,546N/A282N/A
12/31/201510,762699N/A240N/A
9/30/201510,586-114N/A758N/A
6/30/201510,478353N/A1,630N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (45.5% al año) de VIV es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (45.5% al año) de VIV crezcan más rápidamente que el mercado French (12.4% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de VIV crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (1.8% al año) de VIV crezcan más despacio que el mercado de French (5.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 1.8% al año) de VIV crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de VIV sea baja dentro de 3 años (2.9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 09:58
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Vivendi SE está cubierta por 27 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William Noel MilnerArete Research Services LLP
Alvaro del Pozo MarotoBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander