View ValuationTF1 将来の成長Future 基準チェック /06TF1の収益は年間2.4%で減少すると予測されていますが、年間収益は年間1%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に4.8% 2.1%なると予測されています。主要情報-2.4%収益成長率2.14%EPS成長率Media 収益成長29.5%収益成長率1.0%将来の株主資本利益率4.81%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Coralie Piton was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 12TF1 SA, Annual General Meeting, Apr 16, 2026TF1 SA, Annual General Meeting, Apr 16, 2026. Location: 1 quai du point du jour, boulogne billancourt Franceお知らせ • Feb 13TF1 SA Proposes Dividend for the Year 2025ITF1 SA announced that in line with the objective adopted since February 2024 to target a growing dividend policy, which was confirmed when the Group published its results for the third quarter of 2025, the Board of Directors will submit a proposal for shareholder approval to the General Meeting of 16 April 2026 for the payment of a dividend of EUR 0.63 per share, up 5% year on year and a 40% increase compared with 2021.お知らせ • Feb 15TF1 SA, Annual General Meeting, Apr 17, 2025TF1 SA, Annual General Meeting, Apr 17, 2025.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.23 (vs €0.18 in 3Q 2023)Third quarter 2024 results: EPS: €0.23 (up from €0.18 in 3Q 2023). Revenue: €487.0m (down 4.4% from 3Q 2023). Net income: €49.4m (up 31% from 3Q 2023). Profit margin: 10% (up from 7.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Jul 28Second quarter 2024 earnings released: EPS: €0.31 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.31 (down from €0.35 in 2Q 2023). Revenue: €592.0m (up 6.0% from 2Q 2023). Net income: €66.3m (down 9.5% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 9.1% over the past three years.Reported Earnings • May 06First quarter 2024 earnings released: EPS: €0.14 (vs €0.13 in 1Q 2023)First quarter 2024 results: EPS: €0.14 (up from €0.13 in 1Q 2023). Revenue: €511.9m (up 6.7% from 1Q 2023). Net income: €29.7m (up 5.7% from 1Q 2023). Profit margin: 5.8% (in line with 1Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Apr 15Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (5.5%).Declared Dividend • Feb 26Dividend increased to €0.55Dividend of €0.55 is 10% higher than last year. Ex-date: 22nd April 2024 Payment date: 24th April 2024 Dividend yield will be 6.5%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 23TF1 SA, Annual General Meeting, Apr 17, 2024TF1 SA, Annual General Meeting, Apr 17, 2024, at 09:30 Central European Standard Time. Location: 1, quai du Point du jour 92100 Boulogne Billancourt Bagneux France Agenda: To approve the financial statements for the 2023 financial year; to approve the consolidated financial statements for the 2023 financial year and appropriation of 2023 earnings and setting of dividend; to approve regulated agreements referred to in Articles L.225-38 et seq. of the French Commercial Code; to approve the components of total remuneration and benefits of any nature paid in or granted for the 2023 financial year to Rodolphe Belmer as Chief Executive Officer until 13 February 2023; and to consider other matters.Reported Earnings • Feb 18Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.30b (down 8.4% from FY 2022). Net income: €191.9m (up 9.0% from FY 2022). Profit margin: 8.4% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany.お知らせ • Dec 14+ 3 more updatesTF1 SA to Report Q1, 2024 Results on Apr 30, 2024TF1 SA announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: €0.18 (vs €0.11 in 3Q 2022)Third quarter 2023 results: EPS: €0.18 (up from €0.11 in 3Q 2022). Revenue: €511.9m (down 7.5% from 3Q 2022). Net income: €37.7m (up 58% from 3Q 2022). Profit margin: 7.4% (up from 4.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €7.45, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Media industry in Europe. Total returns to shareholders of 70% over the past three years.New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.4% Last year net profit margin: 9.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.4% net profit margin).Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €0.35 (vs €0.44 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.44 in 2Q 2022). Revenue: €558.4m (down 11% from 2Q 2022). Net income: €73.3m (down 21% from 2Q 2022). Profit margin: 13% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02First quarter 2023 earnings released: EPS: €0.13 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (down from €0.16 in 1Q 2022). Revenue: €479.7m (down 14% from 1Q 2022). Net income: €28.1m (down 18% from 1Q 2022). Profit margin: 5.9% (down from 6.1% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 13Upcoming dividend of €0.50 per share at 6.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.9%).Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 21High number of new directorsCEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022.お知らせ • Feb 15Bouygues Sa Proposes Payment of DividendThe Board of Directors of Bouygues SA will propose to the General Meeting of Shareholders of April 14, 2023, the payment of a dividend of fifty eurocents (0.50) per share.お知らせ • Jan 13+ 3 more updatesTélévision Française 1 Société anonyme to Report First Half, 2023 Results on Jul 27, 2023Télévision Française 1 Société anonyme announced that they will report first half, 2023 results on Jul 27, 2023お知らせ • Nov 04Télévision Française 1 Société anonyme to Report Fiscal Year 2022 Results on Feb 14, 2023Télévision Française 1 Société anonyme announced that they will report fiscal year 2022 results on Feb 14, 2023Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: €0.11 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.11 (down from €0.18 in 3Q 2021). Revenue: €553.4m (up 5.9% from 3Q 2021). Net income: €23.9m (down 38% from 3Q 2021). Profit margin: 4.3% (down from 7.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 09Future Tech Retail completed the acquisition of 80.5% stake in Ykone S.A.S from Télévision Française 1 Société anonyme and others (ENXTPA:TFI).Future Tech Retail agreed to acquire 80.5% stake in Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) and others on July 21, 20222. Future Technology has the option to buy an additional 4.9% of shares in Ykone with the balance to be held by the Founder and key management, who will continue to remain heavily involved in driving its growth and profitability. Olivier Billon and the management team will continue to hold a significant equity interest in the business and will remain heavily involved in driving its growth and profitability. Future Tech Retail completed the acquisition of 80.5% stake in Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) and others on August 8, 2022.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €0.44 (vs €0.35 in 2Q 2021)Second quarter 2022 results: EPS: €0.44 (up from €0.35 in 2Q 2021). Revenue: €625.6m (up 1.1% from 2Q 2021). Net income: €92.4m (up 25% from 2Q 2021). Profit margin: 15% (up from 12% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jul 28Future Tech Retail acquired Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI).Future Tech Retail acquired Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) on July 21, 20222.Olivier Billon and the management team will continue to hold a significant equity interest in thebusiness and will remain heavily involved in driving its growth and profitability. Future Tech Retail completed the acquisition of Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) on July 21, 20222.お知らせ • Jun 24HLD Associés acquired Gamned! from Télévision Française 1 Société anonyme (ENXTPA:TFI).HLD Associés acquired Gamned! from Télévision Française 1 Société anonyme (ENXTPA:TFI) on June 22, 2022. HLD Associés completed the acquisition of Gamned! from Télévision Française 1 Société anonyme (ENXTPA:TFI) on June 22, 2022.Upcoming Dividend • Apr 14Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 25 April 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (6.1%).お知らせ • Feb 13TF1 CEO Says Group Fairly Optimistic About Merger with M6Télévision Française 1 Société anonyme (ENXTPA:TFI) Chief Executive Officer said group is fairly optimistic about the merger with Métropole Télévision S.A. (ENXTPA:MMT). Chief Executive Officer on divestment of channels: Company is in the process with M6 to look at various buyers.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.18 (vs €0.18 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: €522.5m (up 9.3% from 3Q 2020). Net income: €38.6m (flat on 3Q 2020). Profit margin: 7.4% (down from 8.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Sep 15Daniel Kretinsky acquired 5.1% stake in Télévision Française 1 Société anonyme (ENXTPA:TFI).Daniel Kretinsky acquired 5.1% stake in Télévision Française 1 Société anonyme (ENXTPA:TFI) on September 14, 2021. Daniel Kretinsky completed the acquisition of 5.1% stake in Télévision Française 1 Société anonyme (ENXTPA:TFI) on September 14, 2021.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.35 (vs €0.068 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €618.9m (up 59% from 2Q 2020). Net income: €74.1m (up 415% from 2Q 2020). Profit margin: 12% (up from 3.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS €0.16 (vs €0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €509.8m (up 3.2% from 1Q 2020). Net income: €34.3m (up 43% from 1Q 2020). Profit margin: 6.7% (up from 4.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 26Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%).Reported Earnings • Mar 17Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.Is New 90 Day High Low • Feb 20New 90-day high: €7.37The company is up 18% from its price of €6.26 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.73 per share.Reported Earnings • Feb 12Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 5.1%, compared to a 3.1% growth forecast for the Media industry in Germany.お知らせ • Feb 10+ 1 more updateTélévision Française 1 Société anonyme to Report First Half, 2021 Results on Jul 27, 2021Télévision Française 1 Société anonyme announced that they will report first half, 2021 results on Jul 27, 2021お知らせ • Feb 09+ 1 more updateTélévision Française 1 Société anonyme to Report Nine Months, 2021 Results on Oct 28, 2021Télévision Française 1 Société anonyme announced that they will report nine months, 2021 results on Oct 28, 2021Is New 90 Day High Low • Feb 03New 90-day high: €7.18The company is up 41% from its price of €5.09 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.41 per share.Is New 90 Day High Low • Jan 09New 90-day high: €7.11The company is up 26% from its price of €5.62 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.15 per share.Is New 90 Day High Low • Dec 05New 90-day high: €6.71The company is up 23% from its price of €5.47 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.15 per share.Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 17% share price gain to €5.93, the stock is trading at a trailing P/E ratio of 10.7x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 20x in the Media industry in Germany. Total return to shareholders over the past three years is a loss of 46%.Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 3.2% while the growth in Media industry in Germany is expected to stay flat.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €114.1m, down 31% from the prior year. Total revenue was €2.08b over the last 12 months, down 11% from the prior year.Is New 90 Day High Low • Oct 29New 90-day low: €4.70The company is down 6.0% from its price of €4.99 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.09 per share.業績と収益の成長予測DB:FSE - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,329141N/AN/A212/31/20272,250107N/A456512/31/20262,215101-4N/A53/31/20262,249142103454N/A12/31/20252,29715398457N/A9/30/20252,364183180521N/A6/30/20252,355188197518N/A3/31/20252,365191151470N/A12/31/20242,356206162475N/A9/30/20242,340198205530N/A6/30/20242,363187218546N/A3/31/20242,329194240538N/A12/31/20232,297192328627N/A9/30/20232,315165143426N/A6/30/20232,359151188474N/A3/31/20232,426170107416N/A12/31/20222,508176151463N/A9/30/20222,516229342663N/A6/30/20222,485243332680N/A3/31/20222,479225437785N/A12/31/20212,427225312643N/A9/30/20212,372125266602N/A6/30/20212,327125175472N/A3/31/20212,09866159428N/A12/31/20202,08255197480N/A9/30/20202,084114121373N/A6/30/20202,07686156387N/A3/31/20202,278138156419N/A12/31/20192,337155N/A390N/A9/30/20192,327164N/A410N/A6/30/20192,350169N/A502N/A3/31/20192,343143N/A453N/A12/31/20182,288127N/A383N/A9/30/20182,234132N/A236N/A6/30/20182,173127N/A222N/A3/31/20182,128133N/A293N/A12/31/20172,132136N/A269N/A9/30/20172,111141N/A384N/A6/30/20172,080117N/A367N/A3/31/20172,08483N/A270N/A12/31/20162,06342N/A229N/A9/30/20162,03121N/A145N/A6/30/20162,04938N/A39N/A3/31/20162,01154N/A72N/A12/31/20152,004100N/A137N/A9/30/20152,029135N/A157N/A6/30/20152,047150N/A200N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: FSEの収益は今後 3 年間で減少すると予測されています (年間-2.4% )。収益対市場: FSEの収益は今後 3 年間で減少すると予測されています (年間-2.4% )。高成長収益: FSEの収益は今後 3 年間で減少すると予測されています。収益対市場: FSEの収益 ( 1% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: FSEの収益 ( 1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: FSEの 自己資本利益率 は、3年後には低くなると予測されています ( 4.8 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 01:10終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TF1 SA 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関JULIEN ROCHBarclaysChristophe CherblancBernsteinAnnick MaasBernstein19 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Coralie Piton was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 12TF1 SA, Annual General Meeting, Apr 16, 2026TF1 SA, Annual General Meeting, Apr 16, 2026. Location: 1 quai du point du jour, boulogne billancourt France
お知らせ • Feb 13TF1 SA Proposes Dividend for the Year 2025ITF1 SA announced that in line with the objective adopted since February 2024 to target a growing dividend policy, which was confirmed when the Group published its results for the third quarter of 2025, the Board of Directors will submit a proposal for shareholder approval to the General Meeting of 16 April 2026 for the payment of a dividend of EUR 0.63 per share, up 5% year on year and a 40% increase compared with 2021.
お知らせ • Feb 15TF1 SA, Annual General Meeting, Apr 17, 2025TF1 SA, Annual General Meeting, Apr 17, 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.23 (vs €0.18 in 3Q 2023)Third quarter 2024 results: EPS: €0.23 (up from €0.18 in 3Q 2023). Revenue: €487.0m (down 4.4% from 3Q 2023). Net income: €49.4m (up 31% from 3Q 2023). Profit margin: 10% (up from 7.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Jul 28Second quarter 2024 earnings released: EPS: €0.31 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.31 (down from €0.35 in 2Q 2023). Revenue: €592.0m (up 6.0% from 2Q 2023). Net income: €66.3m (down 9.5% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 9.1% over the past three years.
Reported Earnings • May 06First quarter 2024 earnings released: EPS: €0.14 (vs €0.13 in 1Q 2023)First quarter 2024 results: EPS: €0.14 (up from €0.13 in 1Q 2023). Revenue: €511.9m (up 6.7% from 1Q 2023). Net income: €29.7m (up 5.7% from 1Q 2023). Profit margin: 5.8% (in line with 1Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 15Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (5.5%).
Declared Dividend • Feb 26Dividend increased to €0.55Dividend of €0.55 is 10% higher than last year. Ex-date: 22nd April 2024 Payment date: 24th April 2024 Dividend yield will be 6.5%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 23TF1 SA, Annual General Meeting, Apr 17, 2024TF1 SA, Annual General Meeting, Apr 17, 2024, at 09:30 Central European Standard Time. Location: 1, quai du Point du jour 92100 Boulogne Billancourt Bagneux France Agenda: To approve the financial statements for the 2023 financial year; to approve the consolidated financial statements for the 2023 financial year and appropriation of 2023 earnings and setting of dividend; to approve regulated agreements referred to in Articles L.225-38 et seq. of the French Commercial Code; to approve the components of total remuneration and benefits of any nature paid in or granted for the 2023 financial year to Rodolphe Belmer as Chief Executive Officer until 13 February 2023; and to consider other matters.
Reported Earnings • Feb 18Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.30b (down 8.4% from FY 2022). Net income: €191.9m (up 9.0% from FY 2022). Profit margin: 8.4% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany.
お知らせ • Dec 14+ 3 more updatesTF1 SA to Report Q1, 2024 Results on Apr 30, 2024TF1 SA announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: €0.18 (vs €0.11 in 3Q 2022)Third quarter 2023 results: EPS: €0.18 (up from €0.11 in 3Q 2022). Revenue: €511.9m (down 7.5% from 3Q 2022). Net income: €37.7m (up 58% from 3Q 2022). Profit margin: 7.4% (up from 4.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €7.45, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Media industry in Europe. Total returns to shareholders of 70% over the past three years.
New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.4% Last year net profit margin: 9.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.4% net profit margin).
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €0.35 (vs €0.44 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.44 in 2Q 2022). Revenue: €558.4m (down 11% from 2Q 2022). Net income: €73.3m (down 21% from 2Q 2022). Profit margin: 13% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02First quarter 2023 earnings released: EPS: €0.13 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (down from €0.16 in 1Q 2022). Revenue: €479.7m (down 14% from 1Q 2022). Net income: €28.1m (down 18% from 1Q 2022). Profit margin: 5.9% (down from 6.1% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 13Upcoming dividend of €0.50 per share at 6.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.9%).
Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 21High number of new directorsCEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022.
お知らせ • Feb 15Bouygues Sa Proposes Payment of DividendThe Board of Directors of Bouygues SA will propose to the General Meeting of Shareholders of April 14, 2023, the payment of a dividend of fifty eurocents (0.50) per share.
お知らせ • Jan 13+ 3 more updatesTélévision Française 1 Société anonyme to Report First Half, 2023 Results on Jul 27, 2023Télévision Française 1 Société anonyme announced that they will report first half, 2023 results on Jul 27, 2023
お知らせ • Nov 04Télévision Française 1 Société anonyme to Report Fiscal Year 2022 Results on Feb 14, 2023Télévision Française 1 Société anonyme announced that they will report fiscal year 2022 results on Feb 14, 2023
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: €0.11 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.11 (down from €0.18 in 3Q 2021). Revenue: €553.4m (up 5.9% from 3Q 2021). Net income: €23.9m (down 38% from 3Q 2021). Profit margin: 4.3% (down from 7.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 09Future Tech Retail completed the acquisition of 80.5% stake in Ykone S.A.S from Télévision Française 1 Société anonyme and others (ENXTPA:TFI).Future Tech Retail agreed to acquire 80.5% stake in Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) and others on July 21, 20222. Future Technology has the option to buy an additional 4.9% of shares in Ykone with the balance to be held by the Founder and key management, who will continue to remain heavily involved in driving its growth and profitability. Olivier Billon and the management team will continue to hold a significant equity interest in the business and will remain heavily involved in driving its growth and profitability. Future Tech Retail completed the acquisition of 80.5% stake in Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) and others on August 8, 2022.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €0.44 (vs €0.35 in 2Q 2021)Second quarter 2022 results: EPS: €0.44 (up from €0.35 in 2Q 2021). Revenue: €625.6m (up 1.1% from 2Q 2021). Net income: €92.4m (up 25% from 2Q 2021). Profit margin: 15% (up from 12% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28Future Tech Retail acquired Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI).Future Tech Retail acquired Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) on July 21, 20222.Olivier Billon and the management team will continue to hold a significant equity interest in thebusiness and will remain heavily involved in driving its growth and profitability. Future Tech Retail completed the acquisition of Ykone S.A.S from Télévision Française 1 Société anonyme (ENXTPA:TFI) on July 21, 20222.
お知らせ • Jun 24HLD Associés acquired Gamned! from Télévision Française 1 Société anonyme (ENXTPA:TFI).HLD Associés acquired Gamned! from Télévision Française 1 Société anonyme (ENXTPA:TFI) on June 22, 2022. HLD Associés completed the acquisition of Gamned! from Télévision Française 1 Société anonyme (ENXTPA:TFI) on June 22, 2022.
Upcoming Dividend • Apr 14Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 25 April 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (6.1%).
お知らせ • Feb 13TF1 CEO Says Group Fairly Optimistic About Merger with M6Télévision Française 1 Société anonyme (ENXTPA:TFI) Chief Executive Officer said group is fairly optimistic about the merger with Métropole Télévision S.A. (ENXTPA:MMT). Chief Executive Officer on divestment of channels: Company is in the process with M6 to look at various buyers.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.18 (vs €0.18 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: €522.5m (up 9.3% from 3Q 2020). Net income: €38.6m (flat on 3Q 2020). Profit margin: 7.4% (down from 8.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 15Daniel Kretinsky acquired 5.1% stake in Télévision Française 1 Société anonyme (ENXTPA:TFI).Daniel Kretinsky acquired 5.1% stake in Télévision Française 1 Société anonyme (ENXTPA:TFI) on September 14, 2021. Daniel Kretinsky completed the acquisition of 5.1% stake in Télévision Française 1 Société anonyme (ENXTPA:TFI) on September 14, 2021.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.35 (vs €0.068 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €618.9m (up 59% from 2Q 2020). Net income: €74.1m (up 415% from 2Q 2020). Profit margin: 12% (up from 3.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS €0.16 (vs €0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €509.8m (up 3.2% from 1Q 2020). Net income: €34.3m (up 43% from 1Q 2020). Profit margin: 6.7% (up from 4.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 26Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%).
Reported Earnings • Mar 17Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.
Is New 90 Day High Low • Feb 20New 90-day high: €7.37The company is up 18% from its price of €6.26 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.73 per share.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 5.1%, compared to a 3.1% growth forecast for the Media industry in Germany.
お知らせ • Feb 10+ 1 more updateTélévision Française 1 Société anonyme to Report First Half, 2021 Results on Jul 27, 2021Télévision Française 1 Société anonyme announced that they will report first half, 2021 results on Jul 27, 2021
お知らせ • Feb 09+ 1 more updateTélévision Française 1 Société anonyme to Report Nine Months, 2021 Results on Oct 28, 2021Télévision Française 1 Société anonyme announced that they will report nine months, 2021 results on Oct 28, 2021
Is New 90 Day High Low • Feb 03New 90-day high: €7.18The company is up 41% from its price of €5.09 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.41 per share.
Is New 90 Day High Low • Jan 09New 90-day high: €7.11The company is up 26% from its price of €5.62 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.15 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €6.71The company is up 23% from its price of €5.47 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.15 per share.
Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 17% share price gain to €5.93, the stock is trading at a trailing P/E ratio of 10.7x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 20x in the Media industry in Germany. Total return to shareholders over the past three years is a loss of 46%.
Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 3.2% while the growth in Media industry in Germany is expected to stay flat.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €114.1m, down 31% from the prior year. Total revenue was €2.08b over the last 12 months, down 11% from the prior year.
Is New 90 Day High Low • Oct 29New 90-day low: €4.70The company is down 6.0% from its price of €4.99 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.09 per share.