Loading...
VIV logo

Vivendi SEENXTPA:VIV 株式レポート

時価総額 €2.3b
株価
€2.35
€2.59
9.3% 割安 内在価値ディスカウント
1Y-19.7%
7D6.9%
1D
ポートフォリオ価値
表示

Vivendi SE

ENXTPA:VIV 株式レポート

時価総額:€2.3b

Vivendi(VIV)株式概要

ヴィヴェンディSEは、フランス、その他のヨーロッパ諸国、アメリカ大陸、アジア・オセアニア、アフリカにおいて、コンテンツ、メディア、エンターテインメントの分野で事業を展開している。 詳細

VIV ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績2/6
財務の健全性2/6
配当金0/6

VIV Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Vivendi SE 競合他社

価格と性能

株価の高値、安値、推移の概要Vivendi
過去の株価
現在の株価€2.35
52週高値€3.58
52週安値€1.65
ベータ1.22
1ヶ月の変化7.42%
3ヶ月変化6.20%
1年変化-19.74%
3年間の変化-72.39%
5年間の変化-92.15%
IPOからの変化-96.72%

最新ニュース

ナラティブの更新 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.
ナラティブの更新 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.

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

VIVFR EntertainmentFR 市場
7D6.9%5.6%2.0%
1Y-19.7%-25.2%1.3%

業界別リターン: VIV過去 1 年間で-25.2 % の収益を上げたFrench Entertainment業界を上回りました。

リターン対市場: VIVは、過去 1 年間で1.3 % のリターンを上げたFrench市場を下回りました。

価格変動

Is VIV's price volatile compared to industry and market?
VIV volatility
VIV Average Weekly Movement5.7%
Entertainment Industry Average Movement8.9%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market2.9%

安定した株価: VIV 、 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: VIVの 週次ボラティリティ ( 6% ) 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
18532,500Arnaud N. P. M. G. de Puyfontainewww.vivendi.com

ヴィヴェンディSEは、フランス、その他のヨーロッパ諸国、アメリカ大陸、アジア・オセアニア、アフリカにおいて、コンテンツ、メディア、エンターテインメント事業を展開している。モバイル、PC、コンソールを含む様々なデジタルプラットフォーム向けにゲームを制作・出版し、レコーディングミュージック、音楽出版、音楽ベースの商品、オーディオビジュアルコンテンツ事業に従事している。また、オンライン・スポーツ・ベッティング・サービス、固定およびモバイル接続サービス、家庭および法人向けデジタル・サービス、スペイン語およびポルトガル語市場における教育、ニュース、エンターテインメント・コンテンツの提供、コンテンツの作成、開発、販売、制作、配信も行っている。さらに、出版事業、旅行小売事業、テレビ、オーディオビジュアル制作、デジタルメディア活動も行っている。同社は1853年に設立され、フランスのパリに本社を置いている。

Vivendi SE 基礎のまとめ

Vivendi の収益と売上を時価総額と比較するとどうか。
VIV 基礎統計学
時価総額€2.33b
収益(TTM)€18.00m
売上高(TTM)€307.00m
129.7x
PER(株価収益率
7.6x
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
VIV 損益計算書(TTM)
収益€307.00m
売上原価€213.00m
売上総利益€94.00m
その他の費用€76.00m
収益€18.00m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)0.018
グロス・マージン30.62%
純利益率5.86%
有利子負債/自己資本比率36.2%

VIV 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

1.7%
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2026/05/22 19:19
終値2026/05/22 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

Vivendi SE 6 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。27

アナリスト機関
William Noel MilnerArete Research Services LLP
Alvaro del Pozo MarotoBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander