FDJ United Gestione
Criteri Gestione verificati 3/4
FDJ United Il CEO è Stephane Pallez, nominato in Nov2014, e ha un mandato di 11.67 anni. la retribuzione annua totale è € 1.23M, composta da 31.3% di stipendio e 68.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.005% delle azioni della società, per un valore di € 220.10K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 6.7 anni.
Informazioni chiave
Stephane Pallez
Amministratore delegato
€1.2m
Compenso totale
| Percentuale dello stipendio del CEO | 31.33% |
| Mandato del CEO | 11.7yrs |
| Proprietà del CEO | 0.005% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 6.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 09
FDJU: Higher Future P/E Will Support Shares Despite Softer Outlook
FDJ United's analyst price target has been reduced by roughly €2 to around €27, as analysts factor in more cautious assumptions on growth, profitability and required returns, despite a slightly higher future P/E multiple in their models. Analyst Commentary Recent price target changes for FDJ United show that analysts are reworking their expectations, with several lowering their targets while also refining assumptions around growth, margins and required returns.
Aggiornamento narrativa • Jun 25
FDJU: Future Earnings Power Will Rely On Dividend Strength And Margin Resilience
FDJ United's analyst price target has been trimmed by €2 to reflect a slightly higher discount rate and modest tweaks to growth and margin expectations, as analysts reassess the stock following a series of recent target cuts and a downgrade. Analyst Commentary Recent Street research on FDJ United has been mixed, but the pattern of price target revisions provides useful context for how expectations around valuation, execution and growth are being recalibrated.
Aggiornamento narrativa • Jun 05
FDJU: 2026 Gaming Tax Hike Will Tighten Margins And Drive Repricing
FDJ United's analyst price target has been trimmed by €2 to reflect a series of recent target reductions and a downgrade from several banks, even as models still point to broadly similar fair value, growth, margin and P/E assumptions overall. Analyst Commentary Recent research points to a more cautious stance on FDJ United, with several bearish analysts trimming price targets and one high profile downgrade.Aggiornamento narrativa • May 20
FDJU: Future Earnings Power Will Rely On Dividend Reliability And Margin Resilience
FDJ United’s updated analyst price target has moved about €2.60 lower, as analysts factor in more cautious revenue growth assumptions and a slightly higher discount rate, while keeping profit margin and future P/E expectations broadly steady. Analyst Commentary Recent street research on FDJ United has generally centered on re-basing price targets a little lower, with a mix of more cautious views and a few areas where bullish analysts still see support for the equity story.Aggiornamento narrativa • May 04
FDJU: Execution Risk Around 2026 Taxes And Slower Profitability Will Drive Repricing
FDJ United's updated analyst price target has been trimmed by €2 to €20. This reflects analysts' more cautious assumptions on growth, profitability and risk after a series of recent target cuts and one modest upward revision from major banks.Aggiornamento narrativa • Apr 20
FDJU: Slower Revenue Assumptions Will Still Support Future Multiple Expansion
Analysts have nudged the central price target on FDJ United slightly lower to about €29 from roughly €29.55, reflecting updated assumptions for slower revenue growth, a modestly higher profit margin, and a lower future P/E, alongside recent mixed Street targets ranging from €22 to €26.50. Analyst Commentary Recent Street research on FDJ United shows a mix of views, with price targets now clustering between €22 and €26 and one recent upward adjustment of €0.50.Aggiornamento narrativa • Apr 05
FDJU: Execution Risk Around 2026 Earnings And Taxes Will Drive Repricing
The analyst price target for FDJ United is now set at €22.00, with recent Street research pointing to small adjustments in growth and margin expectations, as well as different discount rate assumptions that justify modest price target moves around this level. Analyst Commentary Recent research around FDJ United clusters near a central price target of €22.00, but the tone from some bearish analysts is cautious.Aggiornamento narrativa • Mar 22
FDJU: Lower Revenue Outlook Will Drive Bearish Repricing Ahead
FDJ United's updated analyst price target has edged down to €22.0 from €22.5, as analysts factor in a lower revenue growth outlook, along with slightly different assumptions for the discount rate, profit margin and future P/E multiples. Analyst Commentary Recent research updates point to a more cautious stance on FDJ United, with price targets adjusted to reflect lower growth assumptions and questions around how the current valuation lines up with execution risks.Aggiornamento narrativa • Mar 08
FDJU: Future Earnings Power Will Rely On Margin Recovery And Dividend Support
Analysts have trimmed their price target on FDJ United to €26 from €27.50, reflecting updated assumptions around growth, profitability and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the revised €26 price target as still implying a degree of confidence in FDJ United's ability to execute on current plans, even after updating growth and profitability assumptions.Aggiornamento narrativa • Feb 22
FDJU: Tax Burden And Margin Pressure Will Drive Bearish Repricing Ahead
Analysts have maintained their price target on FDJ United at €22.50, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News FDJ United issued earnings guidance for 2026, targeting slight revenue growth, with expectations tied to higher gross gaming revenue and nearly €90 million of additional gaming taxes affecting results (company guidance).Aggiornamento narrativa • Feb 07
FDJU: Higher Required Return Will Still Allow Multiple Expansion Upside
Analysts have reduced their fair value estimate for FDJ United from €30.68 to €29.55. This change mainly reflects a slightly higher discount rate, modestly adjusted revenue growth assumptions and a lower future P/E multiple, while profit margin expectations remain broadly unchanged.Aggiornamento narrativa • Jan 24
FDJU: Future Earnings Multiple Expansion Will Support Upside As Guidance Clarifies Ambitions
Analysts have trimmed their price target for FDJ United to about €30.68 from roughly €31.08, reflecting slightly softer assumptions on revenue growth and profit margins, a marginally lower discount rate, and a modestly higher future P/E multiple. Valuation Changes Fair Value Estimate: Adjusted from €31.08 to about €30.68, a small reduction in the implied share value.Aggiornamento narrativa • Jan 10
FDJU: Future Execution Will Support Upside As Guidance Clarifies Revenue Ambitions
Analysts have trimmed their price expectations for FDJ United, with the blended target easing to about €31 from roughly €34. This reflects slightly more cautious assumptions on the discount rate, growth, margins and future P/E multiples.Aggiornamento narrativa • Dec 26
FDJU Slower Revenue Outlook Will Shape Margins And Repricing Ahead
The analyst price target for FDJ United has been revised lower from EUR 27.80 to EUR 22.50 as analysts factor in slightly slower expected revenue growth, a higher discount rate, and a de rating of future earnings multiples, partly offset by improved profit margin forecasts. Analyst Commentary Recent Street research reflects a more cautious stance on FDJ United, with multiple price target reductions signaling rising skepticism about the companys medium term growth and valuation support.Aggiornamento narrativa • Dec 12
FDJU Will See Future Earnings Power Supported By Margin Recovery Potential
The analyst price target for FDJ United has been trimmed from EUR 43.00 to EUR 41.00, as analysts factor in slightly higher discount rates and weaker margin expectations, despite modestly stronger projected revenue growth and a higher assumed future P E multiple. Analyst Commentary Recent Street research on FDJ United reflects a mixed but generally constructive stance, with price targets adjusted to reflect updated assumptions on growth, profitability, and risk.Aggiornamento narrativa • Nov 27
FDJU: Future Execution Will Sustain Momentum Despite Near-Term Growth Adjustments
Analysts have modestly lowered their price targets for FDJ United, citing slight adjustments to growth and discount rate assumptions. New targets generally range from EUR 27.50 to EUR 42.Articolo di analisi • Nov 14
Potential Upside For FDJ United (EPA:FDJU) Not Without Risk
When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 17x, you may consider FDJ...Aggiornamento narrativa • Nov 13
FDJU: Future Execution And Resilient Margins Will Drive 2025 Performance
Analysts have slightly lowered their price targets for FDJ United, citing updated discount rates and modest expectations for future profitability. This has resulted in target adjustments ranging from EUR 27.50 to EUR 42 per share.Aggiornamento narrativa • Oct 30
FDJU: Resilient Core Business And Margins Will Drive Future Upside
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.Aggiornamento narrativa • Oct 16
Digital Momentum And Swedish Licenses Will Shape Global Markets
Analysts have lowered their price target for FDJ United from €36.03 to €34.41. This change reflects more cautious expectations for revenue growth and profit margins in the context of recent market assessments.Articolo di analisi • Oct 01
These 4 Measures Indicate That FDJ United (EPA:FDJU) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Aggiornamento narrativa • Sep 26
Digital Momentum And Swedish Licenses Will Shape Global Markets
The slight downward revision in FDJ United’s price target primarily reflects modestly reduced revenue growth forecasts, with fair value decreasing marginally from €36.59 to €36.03. What's in the News FDJ United reiterated full-year 2025 earnings guidance, expecting stable revenue compared to 2024 pro forma.Aggiornamento narrativa • Sep 04
Digital Momentum And Swedish Licenses Will Shape Global Markets
Analysts maintained a stable price target for FDJ United at €36.59, balancing improved operational efficiencies and digital gains against regulatory headwinds, tax uncertainty, and heightened competition. Analyst Commentary Bullish analysts cited improved operational efficiencies supporting higher margin forecasts.Articolo di analisi • Aug 07
We Think You Can Look Beyond FDJ United's (EPA:FDJU) Lackluster Earnings
FDJ United's ( EPA:FDJU ) earnings announcement last week didn't impress shareholders. While the headline numbers were...Nuova narrativa • May 08
Integration Of Kindred And Sportsbook Rollout Will Yield Cost Savings
Integration of Kindred is expected to yield significant cost optimizations and enhance net margins, potentially improving financial performance.
Nuova narrativa • Mar 09
Kindred Integration Will Diversify Markets And Strengthen Future Operations
Diversification through acquisitions and platform enhancements could boost FDJ's market presence and improve revenue and margins across Europe.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | €1m | €384k | €176m |
| Sep 30 2025 | n/a | n/a | €249m |
| Jun 30 2025 | n/a | n/a | €322m |
| Mar 31 2025 | n/a | n/a | €360m |
| Dec 31 2024 | €1m | €384k | €399m |
| Sep 30 2024 | n/a | n/a | €428m |
| Jun 30 2024 | n/a | n/a | €457m |
| Mar 31 2024 | n/a | n/a | €441m |
| Dec 31 2023 | €1m | €320k | €425m |
| Sep 30 2023 | n/a | n/a | €377m |
| Jun 30 2023 | n/a | n/a | €330m |
| Mar 31 2023 | n/a | n/a | €319m |
| Dec 31 2022 | €953k | €320k | €308m |
| Sep 30 2022 | n/a | n/a | €308m |
| Jun 30 2022 | n/a | n/a | €308m |
| Mar 31 2022 | n/a | n/a | €301m |
| Dec 31 2021 | €847k | €320k | €294m |
| Sep 30 2021 | n/a | n/a | €302m |
| Jun 30 2021 | n/a | n/a | €309m |
| Mar 31 2021 | n/a | n/a | €261m |
| Dec 31 2020 | €404k | €320k | €214m |
Compensazione vs Mercato: La retribuzione totale di Stephane ($USD 1.40M ) è inferiore alla media delle aziende di dimensioni simili nel mercato French ($USD 3.13M ).
Compensazione vs guadagni: La retribuzione di Stephane è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Stephane Pallez (67 yo)
11.7yrs
Mandato
€1,225,547
Compensazione
Ms. Stephane Pallez is Director of Positive Planet International. She is Independent Director of Legrand SA from May 27, 2025. She is Chairwoman, President & CEO of FDJ United from November 2014.She was I...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairwoman | 11.7yrs | €1.23m | 0.0052% € 220.1k | |
| Deputy CEO & Chairman of the FDJ Foundation | 20.5yrs | €934.99k | Nessun dato | |
| Chief Financial Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Technology Officer | no data | Nessun dato | Nessun dato | |
| Group General Secretary and Chief Legal & Regulatory Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Human Resources & Transformation Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Chief Online Betting & Gaming Off. and Group Strategy & Opr Transformation Officer | less than a year | Nessun dato | Nessun dato | |
| Chief French Lottery & Retail Sports Betting Officer | no data | Nessun dato | Nessun dato | |
| Chief Payment & Services Officer and Innovation leader | no data | Nessun dato | Nessun dato | |
| Chief Sustainability Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Chief of Staff to CEO & Public Affairs Director | 1.5yrs | Nessun dato | Nessun dato | |
| Chief International Lottery Officer | 1.5yrs | Nessun dato | Nessun dato |
1.5yrs
Durata media
Gestione esperta: Il team dirigenziale di FDJU non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairwoman | 11.8yrs | €1.23m | 0.0052% € 220.1k | |
| Representative Director | 24.5yrs | €48.70k | Nessun dato | |
| Independent Director | 5.6yrs | €84.10k | 0.00035% € 14.9k | |
| Independent Director | 6.7yrs | €50.90k | 0.00061% € 26.0k | |
| Independent Director | 11.8yrs | €111.10k | 0.00038% € 16.2k | |
| Independent Director | 6.7yrs | €50.90k | 0.00027% € 11.5k | |
| Director | 9.4yrs | €48.70k | Nessun dato | |
| Employee Representative Director | 8.4yrs | Nessun dato | Nessun dato | |
| Employee Shareholders Representative Director | 5.5yrs | Nessun dato | Nessun dato | |
| Representative Director | 4.8yrs | €35.50k | Nessun dato | |
| Lead Independent Director | 3.3yrs | €82.10k | 0.00054% € 23.0k | |
| Employee Representative Director | 2.3yrs | Nessun dato | Nessun dato |
6.7yrs
Durata media
62.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di FDJU sono considerati esperti (durata media dell'incarico 6.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/17 17:03 |
| Prezzo dell'azione a fine giornata | 2026/07/17 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
FDJ United è coperta da 17 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Sabrina Blanc | Bernstein |
| Jaafar Mestari | BNP Paribas |
| Kiranjot Grewal | BofA Global Research |