TF1（0NQT）株式概要TF1 SAはメディアおよびエンターテインメント企業として、主にフランス、欧州大陸、および国際的なテレビ放送、コンテンツ制作、オーディオビジュアル著作権の配給を行っている。 詳細0NQT ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より31.3%で取引されている 同業他社や業界と比較して、良好な取引価格 リスク分析9.33%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 今後3年間の収益は年平均4.2%減少すると予測されている。 すべてのリスクチェックを見る0NQT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,440 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,440 investors already sharing narrativesYour Fair Value€Current Price€6.7653.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue €2.3bEarnings €146.8mAdvancedSet Fair ValueView all narrativesTF1 SA 競合他社ITVSymbol: LSE:ITVMarket cap: UK£2.8b4imprint GroupSymbol: LSE:FOURMarket cap: UK£1.0bBloomsbury PublishingSymbol: LSE:BMYMarket cap: UK£508.5mMONY GroupSymbol: LSE:MONYMarket cap: UK£997.0m価格と性能株価の高値、安値、推移の概要TF1過去の株価現在の株価€6.7652週高値€9.0152週安値€6.55ベータ0.711ヶ月の変化-1.96%3ヶ月変化-7.28%1年変化-22.36%3年間の変化3.91%5年間の変化-17.93%IPOからの変化-73.97%最新ニュースReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.02 (vs €0.07 in 1Q 2025)First quarter 2026 results: EPS: €0.02 (down from €0.07 in 1Q 2025). Revenue: €474.3m (down 8.8% from 1Q 2025). Net income: €4.30m (down 71% from 1Q 2025). Profit margin: 0.9% (down from 2.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.Board Change • Apr 30Less 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.Board Change • Apr 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.Upcoming Dividend • Apr 14Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 23 April 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).Declared Dividend • Mar 15Dividend increased to €0.63Dividend of €0.63 is 5.0% higher than last year. Ex-date: 21st April 2026 Payment date: 23rd April 2026 Dividend yield will be 8.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 9.7% over the next 3 years. Since a fall of 3.3% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.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最新情報をもっと見るRecent updatesReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.02 (vs €0.07 in 1Q 2025)First quarter 2026 results: EPS: €0.02 (down from €0.07 in 1Q 2025). Revenue: €474.3m (down 8.8% from 1Q 2025). Net income: €4.30m (down 71% from 1Q 2025). Profit margin: 0.9% (down from 2.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.Board Change • Apr 30Less 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.Board Change • Apr 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.Upcoming Dividend • Apr 14Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 23 April 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).Declared Dividend • Mar 15Dividend increased to €0.63Dividend of €0.63 is 5.0% higher than last year. Ex-date: 21st April 2026 Payment date: 23rd April 2026 Dividend yield will be 8.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 9.7% over the next 3 years. Since a fall of 3.3% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.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 FranceNew Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (135% cash payout ratio).Reported Earnings • Feb 17Full year 2025 earnings released: EPS: €0.72 (vs €0.97 in FY 2024)Full year 2025 results: EPS: €0.72 (down from €0.97 in FY 2024). Revenue: €2.32b (down 1.6% from FY 2024). Net income: €152.8m (down 26% from FY 2024). Profit margin: 6.6% (down from 8.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Media industry in the United Kingdom. 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.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.New Risk • Jan 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.21 (vs €0.23 in 3Q 2024)Third quarter 2025 results: EPS: €0.21 (down from €0.23 in 3Q 2024). Revenue: €495.5m (up 1.7% from 3Q 2024). Net income: €44.2m (down 11% from 3Q 2024). Profit margin: 8.9% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €0.30 (vs €0.31 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €0.31 in 2Q 2024). Revenue: €582.5m (down 1.6% from 2Q 2024). Net income: €63.5m (down 4.2% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Media industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.07 (vs €0.14 in 1Q 2024)First quarter 2025 results: EPS: €0.07 (down from €0.14 in 1Q 2024). Revenue: €522.1m (up 2.0% from 1Q 2024). Net income: €14.8m (down 50% from 1Q 2024). Profit margin: 2.8% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 17Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 62% and the cash payout ratio is 78%. Trailing yield: 6.8%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (4.7%).Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €0.97 (vs €0.91 in FY 2023)Full year 2024 results: EPS: €0.97 (up from €0.91 in FY 2023). Revenue: €2.36b (up 2.6% from FY 2023). Net income: €205.5m (up 7.1% from FY 2023). Profit margin: 8.7% (up from 8.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Declared Dividend • Mar 02Dividend increased to €0.60Dividend of €0.60 is 9.1% higher than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 7.5%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 15TF1 SA, Annual General Meeting, Apr 17, 2025TF1 SA, Annual General Meeting, Apr 17, 2025.Reported Earnings • Feb 14Full year 2024 earnings releasedFull year 2024 results: Net income: (down €191.9m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.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 1.4% growth forecast for the Media industry in the United Kingdom. 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 2.5% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.45, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Media industry in the United Kingdom. Total returns to shareholders of 8.5% 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 2.3% growth forecast for the Media industry in the United Kingdom. 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 British dividend payers (6.1%). Higher than average of industry peers (3.5%).Declared Dividend • Feb 25Dividend 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 3.2%. 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 3.7% growth forecast for the Media industry in the United Kingdom.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 30Third 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 4.4% growth forecast for the Media industry in the United Kingdom. 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 9% per year, which means it is significantly lagging earnings growth.New Risk • Jul 29New 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 28Second 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 6.1% growth forecast for the Media industry in the United Kingdom. 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 14% 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 5.3% growth forecast for the Media industry in the United Kingdom. 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 17% 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 British dividend payers (5.9%). Higher than average of industry peers (3.2%).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.Buying Opportunity • Feb 14Now 23% undervaluedOver the last 90 days, the stock is up 5.7%. The fair value is estimated to be €9.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to decline by 1.2% in 2 years. Earnings is forecast to decline by 4.7% in the next 2 years.お知らせ • Jan 13+ 1 more updateTélévision 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 28Third 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 6.9% growth forecast for the Media industry in the United Kingdom. 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 5% per year, which means it is significantly lagging earnings.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 9.9% growth forecast for the industry in the United Kingdom. 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 8% per year, which means it is significantly lagging earnings.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 British dividend payers (4.6%). Higher than average of industry peers (2.6%).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 increased by 1% per year, which means it is well ahead of earnings.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 3% 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 8% 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 British dividend payers (4.1%). Higher than average of industry peers (2.2%).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 and the company’s share price has also fallen by 11% per year.Is New 90 Day High Low • Feb 15New 90-day high: €7.36The company is up 17% from its price of €6.31 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.19 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% while theMedia industry in the United Kingdom is not expected to grow.Is New 90 Day High Low • Jan 29New 90-day high: €7.12The company is up 40% from its price of €5.07 on 30 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.10 per share.Is New 90 Day High Low • Jan 07New 90-day high: €7.12The company is up 28% from its price of €5.55 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.24 per share.Is New 90 Day High Low • Dec 08New 90-day high: €6.95The company is up 21% from its price of €5.74 on 09 September 2020. The British 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 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.34 per share.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to €6.08, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 17x in the Media industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 45%.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 the United Kingdom 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: €4.74The company is down 6.0% from its price of €5.07 on 30 July 2020. The British 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 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.95 per share.株主還元0NQTGB MediaGB 市場7D-0.3%-3.1%-1.7%1Y-22.4%-8.1%15.5%株主還元を見る業界別リターン: 0NQT過去 1 年間で-8.1 % の収益を上げたUK Media業界を下回りました。リターン対市場: 0NQTは、過去 1 年間で15.5 % のリターンを上げたUK市場を下回りました。価格変動Is 0NQT's price volatile compared to industry and market?0NQT volatility0NQT Average Weekly Movement3.1%Media Industry Average Movement4.8%Market Average Movement5.3%10% most volatile stocks in GB Market10.6%10% least volatile stocks in GB Market2.8%安定した株価: 0NQT 、 UK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: 0NQTの 週次ボラティリティ ( 3% ) 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19823,036Rodolphe Belmerwww.groupe-tf1.frTF1 SAはメディア・エンターテインメント企業として、主にテレビ放送、コンテンツ制作、フランス、ヨーロッパ大陸、および国際的なオーディオビジュアル著作権の配給を行っている。同社は、メディア部門とスタジオTF1部門の2つの部門で事業を展開している。メディア部門には、TVチャンネル、コンテンツ制作活動、TF1+無料ストリーミング・プラットフォームが含まれ、フランスの放送業界の規制に沿ったTVチャンネルの制作および視聴覚権の取得を行っている。TF1+」部門は、個別交渉によるスペース購入契約やプログラマティック広告販売オークションを通じた広告スペースの販売、コンテンツおよびサービスの制作を行っている。スタジオTF1部門は、映画、ドラマ、テレビ映画、アニメ、ドキュメンタリー、台本なし番組などの視聴覚著作権の制作、取得、開発、配給を行っている。TF1 SAは1982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。もっと見るTF1 SA 基礎のまとめTF1 の収益と売上を時価総額と比較するとどうか。0NQT 基礎統計学時価総額€1.42b収益（TTM）€142.30m売上高(TTM)€2.25b10.0xPER（株価収益率0.6xP/Sレシオ0NQT は割高か？公正価値と評価分析を参照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0NQT 損益計算書（TTM）収益€2.25b売上原価€1.20b売上総利益€1.05bその他の費用€905.90m収益€142.30m直近の収益報告Mar 31, 2026次回決算日Jul 24, 2026一株当たり利益（EPS）0.68グロス・マージン46.62%純利益率6.33%有利子負債／自己資本比率7.2%0NQT 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9.3%現在の配当利回り94%配当性向View Valuation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2026/07/10 17:25終値2026/07/10 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.02 (vs €0.07 in 1Q 2025)First quarter 2026 results: EPS: €0.02 (down from €0.07 in 1Q 2025). Revenue: €474.3m (down 8.8% from 1Q 2025). Net income: €4.30m (down 71% from 1Q 2025). Profit margin: 0.9% (down from 2.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
Board Change • Apr 30Less 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.
Board Change • Apr 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.
Upcoming Dividend • Apr 14Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 23 April 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).
Declared Dividend • Mar 15Dividend increased to €0.63Dividend of €0.63 is 5.0% higher than last year. Ex-date: 21st April 2026 Payment date: 23rd April 2026 Dividend yield will be 8.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 9.7% over the next 3 years. Since a fall of 3.3% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
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
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.02 (vs €0.07 in 1Q 2025)First quarter 2026 results: EPS: €0.02 (down from €0.07 in 1Q 2025). Revenue: €474.3m (down 8.8% from 1Q 2025). Net income: €4.30m (down 71% from 1Q 2025). Profit margin: 0.9% (down from 2.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
Board Change • Apr 30Less 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.
Board Change • Apr 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.
Upcoming Dividend • Apr 14Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 23 April 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).
Declared Dividend • Mar 15Dividend increased to €0.63Dividend of €0.63 is 5.0% higher than last year. Ex-date: 21st April 2026 Payment date: 23rd April 2026 Dividend yield will be 8.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 9.7% over the next 3 years. Since a fall of 3.3% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
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
New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (135% cash payout ratio).
Reported Earnings • Feb 17Full year 2025 earnings released: EPS: €0.72 (vs €0.97 in FY 2024)Full year 2025 results: EPS: €0.72 (down from €0.97 in FY 2024). Revenue: €2.32b (down 1.6% from FY 2024). Net income: €152.8m (down 26% from FY 2024). Profit margin: 6.6% (down from 8.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Media industry in the United Kingdom. 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.
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.
New Risk • Jan 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.21 (vs €0.23 in 3Q 2024)Third quarter 2025 results: EPS: €0.21 (down from €0.23 in 3Q 2024). Revenue: €495.5m (up 1.7% from 3Q 2024). Net income: €44.2m (down 11% from 3Q 2024). Profit margin: 8.9% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €0.30 (vs €0.31 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €0.31 in 2Q 2024). Revenue: €582.5m (down 1.6% from 2Q 2024). Net income: €63.5m (down 4.2% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Media industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.07 (vs €0.14 in 1Q 2024)First quarter 2025 results: EPS: €0.07 (down from €0.14 in 1Q 2024). Revenue: €522.1m (up 2.0% from 1Q 2024). Net income: €14.8m (down 50% from 1Q 2024). Profit margin: 2.8% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 17Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 62% and the cash payout ratio is 78%. Trailing yield: 6.8%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (4.7%).
Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €0.97 (vs €0.91 in FY 2023)Full year 2024 results: EPS: €0.97 (up from €0.91 in FY 2023). Revenue: €2.36b (up 2.6% from FY 2023). Net income: €205.5m (up 7.1% from FY 2023). Profit margin: 8.7% (up from 8.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Declared Dividend • Mar 02Dividend increased to €0.60Dividend of €0.60 is 9.1% higher than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 7.5%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 15TF1 SA, Annual General Meeting, Apr 17, 2025TF1 SA, Annual General Meeting, Apr 17, 2025.
Reported Earnings • Feb 14Full year 2024 earnings releasedFull year 2024 results: Net income: (down €191.9m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
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 1.4% growth forecast for the Media industry in the United Kingdom. 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 2.5% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.45, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Media industry in the United Kingdom. Total returns to shareholders of 8.5% 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 2.3% growth forecast for the Media industry in the United Kingdom. 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 British dividend payers (6.1%). Higher than average of industry peers (3.5%).
Declared Dividend • Feb 25Dividend 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 3.2%. 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 3.7% growth forecast for the Media industry in the United Kingdom.
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 30Third 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 4.4% growth forecast for the Media industry in the United Kingdom. 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 9% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 29New 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 28Second 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 6.1% growth forecast for the Media industry in the United Kingdom. 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 14% 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 5.3% growth forecast for the Media industry in the United Kingdom. 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 17% 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 British dividend payers (5.9%). Higher than average of industry peers (3.2%).
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.
Buying Opportunity • Feb 14Now 23% undervaluedOver the last 90 days, the stock is up 5.7%. The fair value is estimated to be €9.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to decline by 1.2% in 2 years. Earnings is forecast to decline by 4.7% in the next 2 years.
お知らせ • Jan 13+ 1 more updateTélévision 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 28Third 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 6.9% growth forecast for the Media industry in the United Kingdom. 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 5% per year, which means it is significantly lagging earnings.
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 9.9% growth forecast for the industry in the United Kingdom. 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 8% per year, which means it is significantly lagging earnings.
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 British dividend payers (4.6%). Higher than average of industry peers (2.6%).
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 increased by 1% per year, which means it is well ahead of earnings.
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 3% 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 8% 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 British dividend payers (4.1%). Higher than average of industry peers (2.2%).
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 and the company’s share price has also fallen by 11% per year.
Is New 90 Day High Low • Feb 15New 90-day high: €7.36The company is up 17% from its price of €6.31 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.19 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% while theMedia industry in the United Kingdom is not expected to grow.
Is New 90 Day High Low • Jan 29New 90-day high: €7.12The company is up 40% from its price of €5.07 on 30 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.10 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €7.12The company is up 28% from its price of €5.55 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.24 per share.
Is New 90 Day High Low • Dec 08New 90-day high: €6.95The company is up 21% from its price of €5.74 on 09 September 2020. The British 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 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.34 per share.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to €6.08, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 17x in the Media industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 45%.
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 the United Kingdom 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: €4.74The company is down 6.0% from its price of €5.07 on 30 July 2020. The British 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 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.95 per share.
