Vivendi SE

Report azionario ENXTPA:VIV

Capitalizzazione di mercato: €2.2b

Vivendi Crescita futura

Criteri Future verificati 3/6

Vivendi prevede che gli utili e i ricavi cresceranno rispettivamente di 45.5% e 1.8% all'anno. Si prevede che l'EPS crescerà di 42.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 2.9% in 3 anni.

Informazioni chiave

45.5%

Tasso di crescita degli utili

42.71%

Tasso di crescita dell'EPS

Entertainment crescita degli utili64.7%
Tasso di crescita dei ricavi1.8%
Rendimento futuro del capitale proprio2.92%
Copertura analitica

Good

Ultimo aggiornamento01 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione Jun 01

VIV: Luxury Media Expansion And Buybacks Will Support Future Upside Potential

Vivendi's analyst price target has seen mixed adjustments, with changes of up to €0.60 in both directions as analysts factor in updated views on earnings potential, profitability, and valuation multiples. Analyst Commentary Recent Street research on Vivendi reflects a mix of caution and optimism, with several firms revisiting their price targets as they reassess earnings potential, profitability, and valuation multiples.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
User avatar
Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

ENXTPA:VIV - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di VIV ( 45.5% all'anno) è superiore al tasso di risparmio ( 2.5% ).

Guadagni vs Mercato: Si prevede che gli utili di VIV ( 45.5% all'anno) cresceranno più rapidamente del mercato French ( 12.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di VIV cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di VIV ( 1.8% all'anno) crescerà più lentamente rispetto al mercato French ( 5.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di VIV ( 1.8% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di VIV sarà basso tra 3 anni ( 2.9 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/04 01:44
Prezzo dell'azione a fine giornata2026/06/04 00:00
Utili2025/12/31
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

Vivendi SE è coperta da 27 analisti. 6 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
William Noel MilnerArete Research Services LLP
Alvaro del Pozo MarotoBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander