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TF1 SAENXTPA:TFI Rapporto sulle azioni

Cap. di mercato €1.4b
Prezzo delle azioni
€6.77
€8.15
17.0% sottovalutato sconto intrinseco
1Y-24.5%
7D1.0%
Valore del portafoglio
Vista

TF1 SA

Report azionario ENXTPA:TFI

Capitalizzazione di mercato: €1.4b

TF1 (TFI) Panoramica del titolo

TF1 SA opera nei settori della radiodiffusione, degli studi e dell'intrattenimento e del digitale in Francia e a livello internazionale. Maggiori dettagli

TFI analisi fondamentale
Punteggio fiocco di neve
Valutazione5/6
Crescita futura0/6
Prestazioni passate2/6
Salute finanziaria6/6
Dividendi3/6

TFI Community Fair Values

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Concorrenti di TF1 SA

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per TF1
Prezzi storici delle azioni
Prezzo attuale dell'azione€6.77
Massimo di 52 settimane€9.03
Minimo di 52 settimane€6.66
Beta0.71
Variazione di 1 mese-7.46%
Variazione a 3 mesi-4.72%
Variazione di 1 anno-24.46%
Variazione a 3 anni-0.37%
Variazione a 5 anni-20.69%
Variazione dall'IPO52.03%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione May 02

TFI: Future P/E Reset Will Support Dividend Led Upside Potential

TF1's analyst price target has been reset lower from about €9.72 to €8.15 as analysts factor in reduced fair value estimates and lower future P/E assumptions, along with recent target cuts and a downgrade that reference the company's positioning in European media. Analyst Commentary Recent research points to a series of price target resets for TF1, with JPMorgan and other firms revising their views as they reassess valuation assumptions and sector risks.
Aggiornamento della narrazione Apr 17

TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating

Narrative Update on TF1 The analyst price target for TF1 has shifted to a range anchored by recent cuts from €12.40 to €9.90 and then to €9.60, as analysts factor in weaker relative positioning in European media and reassess valuation assumptions, including P/E expectations and margin sustainability. Analyst Commentary Recent Street research on TF1 highlights a mix of cautious and constructive views, with price targets shifting as analysts reassess the company’s positioning in European media and revisit assumptions around margins and P/E levels.

Recent updates

Aggiornamento della narrazione May 02

TFI: Future P/E Reset Will Support Dividend Led Upside Potential

TF1's analyst price target has been reset lower from about €9.72 to €8.15 as analysts factor in reduced fair value estimates and lower future P/E assumptions, along with recent target cuts and a downgrade that reference the company's positioning in European media. Analyst Commentary Recent research points to a series of price target resets for TF1, with JPMorgan and other firms revising their views as they reassess valuation assumptions and sector risks.
Aggiornamento della narrazione Apr 17

TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating

Narrative Update on TF1 The analyst price target for TF1 has shifted to a range anchored by recent cuts from €12.40 to €9.90 and then to €9.60, as analysts factor in weaker relative positioning in European media and reassess valuation assumptions, including P/E expectations and margin sustainability. Analyst Commentary Recent Street research on TF1 highlights a mix of cautious and constructive views, with price targets shifting as analysts reassess the company’s positioning in European media and revisit assumptions around margins and P/E levels.
Aggiornamento della narrazione Apr 03

TFI: Dividend Commitment Will Face Pressure From Softer European Media Position

Analyst price targets on TF1 have been revised lower toward €7, with the shift reflecting a more cautious view on the group's position in European media and its earnings outlook, as highlighted in recent research downgrades and target cuts. Analyst Commentary Recent research on TF1 has shifted toward a more cautious tone, with several bearish analysts reducing ratings and cutting price targets closer to €7.
Aggiornamento della narrazione Mar 20

TFI: Dividend Commitment And Overweight Rating Will Support Bullish Re Rating

Analysts have trimmed their fair value estimate for TF1 to €10.00 from €12.40, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research on TF1 has shifted more cautious overall, with cuts to fair value and ratings.
Aggiornamento della narrazione Mar 05

TFI: Dividend Pledge Will Be Tested By Softer Media Positioning

TF1's analyst price target has shifted down to around €7, with analysts pointing to the stock's weaker relative positioning in European media, as well as updated assumptions on revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent research updates on TF1 have leaned more cautious, with several bearish analysts cutting price targets and reassessing where the shares should trade relative to the broader European media peer group.
Aggiornamento della narrazione Feb 19

TFI: Dividend Commitment Will Face Test From Softer Margins And Advertising Risks

Analysts have trimmed their price target on TF1 from €7.90 to €7.30, citing weaker assumptions for revenue growth and profit margins, along with a higher expected P/E multiple. Analyst Commentary Bearish analysts are turning more cautious on TF1, with at least one research house moving to a more negative stance on the shares and cutting its price target.
Aggiornamento della narrazione Feb 05

TFI: Higher Future P/E Will Support Repriced Earnings Upside Potential

Analysts have trimmed their fair value estimate for TF1 from €10.13 to €9.72, pointing to softer revenue expectations, a lower projected profit margin, and a higher future P/E multiple as key drivers behind the reduced price target. Analyst Commentary Bullish Takeaways Bullish analysts still see support for TF1's revised fair value of €9.72, suggesting that the current valuation already reflects softer revenue expectations and tighter profit assumptions.
Aggiornamento della narrazione Jan 22

TFI: Higher Future P/E Assumptions Will Drive Bullish Re Rating

Analysts have trimmed their price target on TF1 to €12.40, reflecting updated assumptions for slightly lower revenue growth, a meaningfully lower profit margin profile, and a higher future P/E multiple, in part following more cautious recent research commentary on the shares. Analyst Commentary Recent research has grown more cautious on TF1, with some price targets adjusted to reflect expectations for softer revenue trends and profitability.
Aggiornamento della narrazione Jan 08

TFI: Stable Assumptions And P/E Will Support Bullish Upside Potential

Analysts have kept their TF1 price target broadly steady at about €10.13, reflecting only marginal tweaks to assumptions on revenue growth, profit margins and future P/E that do not materially change their overall view of the shares. Valuation Changes Fair Value: Kept unchanged at about €10.13 per share, indicating no revision to the central valuation estimate.
Aggiornamento della narrazione Dec 24

TFI: Margin Upside And Cost Control Will Drive Bullish Re-Rating

Analysts have nudged their fair value estimate for TF1 down slightly to EUR 12.40 from EUR 13.50, despite a higher EUR 13.70 Street price target. This reflects modestly softer long term revenue growth assumptions, partly offset by a slightly improved profit margin outlook and a lower future P E multiple.
Articolo di analisi Dec 12

We Think TF1 (EPA:TFI) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento della narrazione Dec 10

TFI: Raised EUR 13.70 Outlook Will Rely On Stronger Cash Generation

Analysts have modestly raised their fair value estimate for TF1 to EUR 13.70 from EUR 13.50, reflecting slightly higher long term valuation expectations despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent commentary has highlighted a cautiously constructive stance on TF1.
Articolo di analisi Nov 02

Analysts Have Made A Financial Statement On TF1 SA's (EPA:TFI) Third-Quarter Report

Shareholders might have noticed that TF1 SA ( EPA:TFI ) filed its quarterly result this time last week. The early...
Articolo di analisi Aug 27

Should You Think About Buying TF1 SA (EPA:TFI) Now?

While TF1 SA ( EPA:TFI ) might not have the largest market cap around , it saw significant share price movement during...
Articolo di analisi Jul 22

TF1 (EPA:TFI) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Apr 11

TF1 (EPA:TFI) Is Paying Out A Larger Dividend Than Last Year

The board of TF1 SA ( EPA:TFI ) has announced that it will be paying its dividend of €0.60 on the 28th of April, an...
Articolo di analisi Mar 26

There Is A Reason TF1 SA's (EPA:TFI) Price Is Undemanding

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
Articolo di analisi Mar 08

Is It Time To Consider Buying TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in the...
Articolo di analisi Feb 18

TF1 SA (EPA:TFI) Annual Results: Here's What Analysts Are Forecasting For This Year

Investors in TF1 SA ( EPA:TFI ) had a good week, as its shares rose 3.7% to close at €8.07 following the release of its...
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Nuova narrazione Feb 08

Upcoming Releases From Newen Studios Will Broaden Content Offerings And Reach In The Future

TF1+'s growth in digital advertising and content expansion is set to boost revenue and enhance geographic reach.
Articolo di analisi Nov 07

TF1's (EPA:TFI) Performance Is Even Better Than Its Earnings Suggest

TF1 SA's ( EPA:TFI ) earnings announcement last week was disappointing for investors, despite the decent profit...
Articolo di analisi Nov 02

TF1 SA (EPA:TFI) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Last week, you might have seen that TF1 SA ( EPA:TFI ) released its third-quarter result to the market. The early...
Articolo di analisi Jul 28

Analysts Are Updating Their TF1 SA (EPA:TFI) Estimates After Its Half-Yearly Results

Last week saw the newest half-year earnings release from TF1 SA ( EPA:TFI ), an important milestone in the company's...
Articolo di analisi Mar 20

We Think TF1's (EPA:TFI) Solid Earnings Are Understated

TF1 SA's ( EPA:TFI ) recent earnings report didn't offer any surprises, with the shares unchanged over the last week...
Articolo di analisi Feb 24

TF1 (EPA:TFI) Is Increasing Its Dividend To €0.55

TF1 SA ( EPA:TFI ) will increase its dividend from last year's comparable payment on the 24th of April to €0.55. This...
Articolo di analisi Feb 18

TF1 SA (EPA:TFI) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Shareholders of TF1 SA ( EPA:TFI ) will be pleased this week, given that the stock price is up 12% to €8.74 following...
Articolo di analisi Jan 27

TF1 SA's (EPA:TFI) Shares Not Telling The Full Story

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
Articolo di analisi Jan 09

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth of 15% on the ENXTPA over...
Articolo di analisi Oct 26

These 4 Measures Indicate That TF1 (EPA:TFI) 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...
Articolo di analisi Sep 28

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth in the teens level on the...
Articolo di analisi Jun 22

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

While TF1 SA ( EPA:TFI ) might not be the most widely known stock at the moment, it received a lot of attention from a...
Articolo di analisi May 07

TF1 (EPA:TFI) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Apr 05

Télévision Française 1 Société anonyme's (EPA:TFI) Upcoming Dividend Will Be Larger Than Last Year's

Télévision Française 1 Société anonyme's ( EPA:TFI ) dividend will be increasing from last year's payment of the same...
Articolo di analisi Mar 09

Is It Time To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it saw a double-digit...
Articolo di analisi Feb 18

Télévision Française 1 Société anonyme (EPA:TFI) Is Increasing Its Dividend To €0.50

Télévision Française 1 Société anonyme ( EPA:TFI ) has announced that it will be increasing its dividend from last...
Articolo di analisi Jan 05

Are Investors Undervaluing Télévision Française 1 Société anonyme (EPA:TFI) By 28%?

Key Insights Télévision Française 1 Société anonyme's estimated fair value is €10.3 based on 2 Stage Free Cash Flow to...
Articolo di analisi Oct 19

What Does Télévision Française 1 Société anonyme's (EPA:TFI) Share Price Indicate?

Télévision Française 1 Société anonyme ( EPA:TFI ), might not be a large cap stock, but it received a lot of attention...
Articolo di analisi Sep 28

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Jul 03

When Should You Buy Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
Articolo di analisi Jun 12

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Mar 26

Should You Investigate Télévision Française 1 Société anonyme (EPA:TFI) At €9.11?

While Télévision Française 1 Société anonyme ( EPA:TFI ) might not be the most widely known stock at the moment, it saw...
Articolo di analisi Mar 03

Is Télévision Française 1 Société anonyme (EPA:TFI) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Dec 21

Is It Too Late To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
Articolo di analisi Nov 29

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Nov 11

Télévision Française 1 Société anonyme's (EPA:TFI) Intrinsic Value Is Potentially 65% Above Its Share Price

In this article we are going to estimate the intrinsic value of Télévision Française 1 Société anonyme ( EPA:TFI ) by...

Rendimenti per gli azionisti

TFIFR MediaFR Mercato
7D1.0%6.0%1.5%
1Y-24.5%-7.3%-1.1%

Ritorno vs Industria: TFI ha avuto una performance inferiore rispetto al French Media che ha registrato un rendimento -8.2 % nell'ultimo anno.

Rendimento vs Mercato: TFI ha avuto una performance inferiore al mercato French che ha registrato un rendimento -3 % nell'ultimo anno.

Volatilità dei prezzi

Is TFI's price volatile compared to industry and market?
TFI volatility
TFI Average Weekly Movement3.0%
Media Industry Average Movement6.1%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market3.0%

Prezzo delle azioni stabile: TFI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato French.

Volatilità nel tempo: La volatilità settimanale ( 3% ) di TFI è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19823,036Rodolphe Belmerwww.groupe-tf1.fr

TF1 SA opera nei settori della radiodiffusione, degli studi e dell'intrattenimento e del digitale in Francia e a livello internazionale. L'azienda offre canali DTT, tra cui TMC, TFX, LCI e TF1 Séries Films; canali tematici, come TV Breizh, Ushuaïa TV, Serie club e Histoire TV; e-TF1; produzione di TF1; attività di e-commerce; musica/eventi; soluzioni aziendali di TF1; produzione di film di TF1; siti web e servizi pubblicitari, oltre a TF1, che copre sport, fiction francese, notizie, intrattenimento e film. Fornisce piattaforme di streaming, come MYTF1, TFOU MAX e Salto, e gestisce studios, tra cui i Newen Studios.

TF1 SA Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di TF1 con la sua capitalizzazione di mercato?
TFI statistiche fondamentali
Capitalizzazione di mercato€1.42b
Utili (TTM)€142.30m
Ricavi(TTM)€2.25b
10.0x
Rapporto P/E
0.6x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
TFI Conto economico (TTM)
Ricavi€2.25b
Costo del fatturato€1.20b
Profitto lordo€1.05b
Altre spese€906.50m
Utili€142.30m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Jul 24, 2026

Utile per azione (EPS)0.68
Margine lordo46.63%
Margine di profitto netto6.33%
Rapporto debito/patrimonio netto7.2%

Come si è comportato TFI nel lungo periodo?

Vedi performance storica e confronto

Dividendi

9.3%
Rendimento attuale del dividendo
94%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 02:15
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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

TF1 SA è coperta da 22 analisti. 5 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.

AnalistaIstituzione
JULIEN ROCHBarclays
Christophe CherblancBernstein
Annick MaasBernstein