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FDJ UnitedENXTPA:FDJU 株式レポート

時価総額 €4.2b
株価
€22.71
€29.05
21.8% 割安 内在価値ディスカウント
1Y-29.1%
7D-0.7%
1D
ポートフォリオ価値
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FDJ United

ENXTPA:FDJU 株式レポート

時価総額:€4.2b

FDJ United(FDJU)株式概要

FDJユナイテッドは、フランス国内および国際的なゲーミング運営・販売事業に従事している。 詳細

FDJU ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長3/6
過去の実績1/6
財務の健全性2/6
配当金3/6

FDJU Community Fair Values

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FDJ United 競合他社

価格と性能

株価の高値、安値、推移の概要FDJ United
過去の株価
現在の株価€22.71
52週高値€34.04
52週安値€22.12
ベータ0.60
1ヶ月の変化-0.044%
3ヶ月変化-12.38%
1年変化-29.12%
3年間の変化-38.69%
5年間の変化-53.94%
IPOからの変化0.044%

最新ニュース

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 Jun 28

What FDJ United's (EPA:FDJU) P/E Is Not Telling You

There wouldn't be many who think FDJ United's ( EPA:FDJU ) price-to-earnings (or "P/E") ratio of 15.4x is worth a...
分析記事 Jun 10

Returns On Capital Signal Tricky Times Ahead For FDJ United (EPA:FDJU)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
User avatar
新しいナラティブ 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.
User avatar
新しいナラティブ 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.

株主還元

FDJUFR HospitalityFR 市場
7D-0.7%0.9%0.4%
1Y-29.1%-6.6%1.9%

業界別リターン: FDJU過去 1 年間で-6.6 % の収益を上げたFrench Hospitality業界を下回りました。

リターン対市場: FDJUは、過去 1 年間で1.9 % のリターンを上げたFrench市場を下回りました。

価格変動

Is FDJU's price volatile compared to industry and market?
FDJU volatility
FDJU Average Weekly Movement4.0%
Hospitality Industry Average Movement4.9%
Market Average Movement5.2%
10% most volatile stocks in FR Market11.2%
10% least volatile stocks in FR Market2.8%

安定した株価: FDJU 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: FDJUの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19335,755Stephane Pallezwww.fdjunited.com

FDJユナイテッドは、フランス国内および国際的なゲーム運営および販売事業に従事している。抽選やインスタントゲームなどの宝くじゲームを店頭やオンラインで提供するほか、店頭でのスポーツベッティング、オンラインポーカー、オンライン競馬およびスポーツベッティング、スポーツベッティングオペレーターへのベッティングおよびリスク管理サービス、デジタルゲーミングプラットフォーム、スポーツベッティングテクノロジーを提供し、参加宝くじの抽選の開催および管理も行っている。同社は以前、ラ・フランセーズ・デ・ジュー・ソシエテ・アノニム(La Française des Jeux Société anonyme)として知られ、2025年3月にFDJユナイテッドに社名を変更した。同社は1933年に設立され、フランスのブローニュ=ビヤンクールに本社を置いている。

FDJ United 基礎のまとめ

FDJ United の収益と売上を時価総額と比較するとどうか。
FDJU 基礎統計学
時価総額€4.19b
収益(TTM)€175.90m
売上高(TTM)€3.68b
23.8x
PER(株価収益率
1.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
FDJU 損益計算書(TTM)
収益€3.68b
売上原価€2.13b
売上総利益€1.55b
その他の費用€1.37b
収益€175.90m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 29, 2026

一株当たり利益(EPS)0.95
グロス・マージン42.06%
純利益率4.78%
有利子負債/自己資本比率222.0%

FDJU の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

9.2%
現在の配当利回り
221%
配当性向

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2026/06/08 09:14
終値2026/06/05 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

FDJ United 9 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。17

アナリスト機関
Sabrina BlancBernstein
Jaafar MestariBNP Paribas
Kiranjot GrewalBofA Global Research