RCS MediaGroup（RCS）株式概要RCS MediaGroup S.p.A.は、イタリア国内外でマルチメディア出版サービスを提供しています。 詳細RCS ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より63.8%で取引されている リスク分析過去5年間で収益は年間2.2%減少しました。 不安定な配当実績 すべてのリスクチェックを見るRCS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.9462.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-129m1b2016201920222025202620282031Revenue €746.9mEarnings €52.1mAdvancedSet Fair ValueView all narrativesRCS MediaGroup S.p.A. 競合他社Arnoldo Mondadori EditoreSymbol: BIT:MNMarket cap: €543.4mCairo CommunicationSymbol: BIT:CAIMarket cap: €296.8mItalian Exhibition GroupSymbol: BIT:IEGMarket cap: €433.7mFiera MilanoSymbol: BIT:FMMarket cap: €595.0m価格と性能株価の高値、安値、推移の概要RCS MediaGroup過去の株価現在の株価€0.9452週高値€1.0952週安値€0.87ベータ0.371ヶ月の変化-5.32%3ヶ月変化1.95%1年変化-2.38%3年間の変化29.53%5年間の変化25.07%IPOからの変化-93.45%最新ニュースNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • May 11Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (5.3%).Declared Dividend • Mar 27Dividend of €0.07 announcedDividend of €0.07 is the same as last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 7.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 26Full year 2025 earnings releasedFull year 2025 results: Revenue: €787.7m (down 3.8% from FY 2024). Net income: €54.8m (down 12% from FY 2024). Profit margin: 7.0% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €256.6m (down 3.2% from 2Q 2024). Net income: €35.6m (flat on 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • May 11Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (5.3%).Declared Dividend • Mar 27Dividend of €0.07 announcedDividend of €0.07 is the same as last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 7.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 26Full year 2025 earnings releasedFull year 2025 results: Revenue: €787.7m (down 3.8% from FY 2024). Net income: €54.8m (down 12% from FY 2024). Profit margin: 7.0% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €256.6m (down 3.2% from 2Q 2024). Net income: €35.6m (flat on 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 12Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (5.7%).New Risk • Apr 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (17% increase in shares outstanding).Declared Dividend • Mar 27Dividend of €0.07 announcedDividend of €0.07 is the same as last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 7.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 2.6% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 1.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Mar 25Full year 2024 earnings releasedFull year 2024 results: Revenue: €458.2m (down 45% from FY 2023). Net income: €34.0m (down 40% from FY 2023). Profit margin: 7.4% (up from 6.9% in FY 2023). The increase in margin was driven by lower expenses.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Lead Independent Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €265.2m (up 2.0% from 2Q 2023). Net income: €35.5m (up 11% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 2.9% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • May 26Be Wary Of RCS MediaGroup (BIT:RCS) And Its Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: €0.003 loss per share. Revenue: €168.9m (down 5.7% from 1Q 2023). Net loss: €1.60m (loss narrowed 11% from 1Q 2023).Upcoming Dividend • May 13Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (6.1%).分析記事 • Apr 29Calculating The Intrinsic Value Of RCS MediaGroup S.p.A. (BIT:RCS)Key Insights RCS MediaGroup's estimated fair value is €0.80 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Mar 30RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Agenda: To consider Financial statements at December 31, 2023, Directors' Report on Operations, Independent Auditors' Report, Report of the Board of Statutory Auditors, Presentation of the consolidated financial statements at December 31, 2023; to consider Appointment of the Board of Statutory Auditors; to consider Report on the Remuneration Policy and compensation paid pursuant to Article 123-ter of Legislative Decree 58/1998; to consider Authorization to purchase and dispose of treasury shares pursuant to Article 2357 et seq. of the Italian Civil Code subject to revocation of the prior shareholders' resolution; and to consider Proposal to introduce the possibility to held the Shareholders' meeting exclusively through the so called Appointed Representative and to held the Shareholders' meeting, as well as the Board of Directors' meeting and the Board of Statutory Auditors' meeting, by means of telecommunication.Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €828.0m (down 2.0% from FY 2022). Net income: €57.0m (up 14% from FY 2022). Profit margin: 6.9% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses.Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €167.6m (down 4.0% from 3Q 2022). Net loss: €2.50m (loss widened 400% from 3Q 2022).Reported Earnings • Aug 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €260.1m (flat on 2Q 2022). Net income: €32.1m (up 29% from 2Q 2022). Profit margin: 12% (up from 9.5% in 2Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: €0.003 loss per share. Revenue: €179.1m (down 2.5% from 1Q 2022). Net loss: €1.80m (loss widened 157% from 1Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 15Upcoming dividend of €0.06 per share at 7.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Within top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (6.8%).Reported Earnings • Mar 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €845.0m (flat on FY 2021). Net income: €50.1m (down 31% from FY 2021). Profit margin: 5.9% (down from 8.6% in FY 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Media industry in Italy. 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 3% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 24At €0.77, Is RCS MediaGroup S.p.A. (BIT:RCS) Worth Looking At Closely?RCS MediaGroup S.p.A. ( BIT:RCS ), might not be a large cap stock, but it saw a double-digit share price rise of over...Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €174.5m (down 7.3% from 3Q 2021). Net loss: €500.0k (down 106% from profit in 3Q 2021). Revenue is forecast to stay flat during the next 2 years compared to a 2.2% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 5 independent directors (7 non-independent directors). Lead Independent Director Benedetta Corazza was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.分析記事 • Jul 16Is RCS MediaGroup S.p.A. (BIT:RCS) Potentially Undervalued?While RCS MediaGroup S.p.A. ( BIT:RCS ) might not be the most widely known stock at the moment, it saw a double-digit...Upcoming Dividend • May 09Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Italian dividend payers (4.8%). Higher than average of industry peers (5.5%).Price Target Changed • Apr 27Price target increased to €0.90Up from €0.80, the current price target is provided by 1 analyst. New target price is 19% above last closing price of €0.76. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of €0.096 for next year compared to €0.14 last year.分析記事 • Feb 24Here's Why RCS MediaGroup (BIT:RCS) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €188.2m (up 8.0% from 3Q 2020). Net income: €7.80m (up 77% from 3Q 2020). Profit margin: 4.1% (up from 2.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 11Price target increased to €0.90Up from €0.82, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €0.87. Stock is up 71% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.061 last year.Major Estimate Revision • Aug 06Consensus EPS estimates increase to €0.11The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €811.3m to €844.8m. EPS estimate increased from €0.081 to €0.11 per share. Net income forecast to shrink 48% next year vs 53% growth forecast for Media industry in Italy . Consensus price target down from €0.82 to €0.80. Share price rose 8.4% to €0.72 over the past week.Reported Earnings • Aug 03Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €247.4m (up 67% from 2Q 2020). Net income: €41.9m (up €47.8m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Jun 14Here's What To Make Of RCS MediaGroup's (BIT:RCS) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Price Target Changed • Jun 05Price target increased to €0.82Up from €0.67, the current price target is an average from 2 analysts. New target price is 9.5% above last closing price of €0.75. Stock is up 11% over the past year.Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €174.4m (up 1.8% from 1Q 2020). Net loss: €3.20m (loss narrowed 48% from 1Q 2020).Price Target Changed • May 13Price target increased to €0.69Up from €0.63, the current price target is an average from 2 analysts. New target price is 11% below last closing price of €0.77. Stock is up 27% over the past year.Upcoming Dividend • May 10Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.9%. Within top quartile of Italian dividend payers (3.9%). In line with average of industry peers (4.2%).分析記事 • Apr 20These 4 Measures Indicate That RCS MediaGroup (BIT:RCS) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Apr 03Is RCS MediaGroup S.p.A. (BIT:RCS) Trading At A 26% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of RCS MediaGroup S.p.A...分析記事 • Mar 21RCS MediaGroup S.p.A. (BIT:RCS) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a pretty great week for RCS MediaGroup S.p.A. ( BIT:RCS ) shareholders, with its shares surging 13% to €0.72...Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €749.5m (down 19% from FY 2019). Net income: €31.7m (down 54% from FY 2019). Profit margin: 4.2% (down from 7.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.分析記事 • Mar 17What Does RCS MediaGroup S.p.A.'s (BIT:RCS) Share Price Indicate?While RCS MediaGroup S.p.A. ( BIT:RCS ) might not be the most widely known stock at the moment, it received a lot of...分析記事 • Mar 04Here’s What’s Happening With Returns At RCS MediaGroup (BIT:RCS)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Mar 03New 90-day high: €0.63The company is up 11% from its price of €0.57 on 03 December 2020. The Italian 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 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.06 per share.分析記事 • Feb 19If You Had Bought RCS MediaGroup's (BIT:RCS) Shares Three Years Ago You Would Be Down 45%RCS MediaGroup S.p.A. ( BIT:RCS ) shareholders should be happy to see the share price up 15% in the last month. But...Is New 90 Day High Low • Feb 10New 90-day high: €0.60The company is up 19% from its price of €0.51 on 12 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.04 per share.分析記事 • Feb 02Is RCS MediaGroup S.p.A. (BIT:RCS) Popular Amongst Insiders?The big shareholder groups in RCS MediaGroup S.p.A. ( BIT:RCS ) have power over the company. Insiders often own a large...分析記事 • Jan 19Should RCS MediaGroup S.p.A. (BIT:RCS) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at RCS MediaGroup S.p.A. ( BIT:RCS ) from a dividend investor's perspective. Owning a...分析記事 • Jan 06RCS MediaGroup (BIT:RCS) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 22Do Fundamentals Have Any Role To Play In Driving RCS MediaGroup S.p.A.'s (BIT:RCS) Stock Up Recently?RCS MediaGroup's (BIT:RCS) stock up by 4.7% over the past three months. We wonder if and what role the company's...分析記事 • Dec 09An Intrinsic Calculation For RCS MediaGroup S.p.A. (BIT:RCS) Suggests It's 35% UndervaluedIn this article we are going to estimate the intrinsic value of RCS MediaGroup S.p.A. ( BIT:RCS ) by estimating the...Is New 90 Day High Low • Nov 25New 90-day high: €0.59The company is up 4.0% from its price of €0.57 on 26 August 2020. The Italian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.94 per share.分析記事 • Nov 24What Is RCS MediaGroup S.p.A.'s (BIT:RCS) Share Price Doing?While RCS MediaGroup S.p.A. (BIT:RCS) might not be the most widely known stock at the moment, it led the BIT gainers...Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 5.6% while the growth in Media industry in Italy is expected to stay flat.Is New 90 Day High Low • Oct 16New 90-day low: €0.50The company is down 21% from its price of €0.63 on 17 July 2020. The Italian market is down 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.77 per share.Major Estimate Revision • Oct 08Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from €0.02 to €0.029. Revenue estimate for the same period was approximately flat at €761.3m. Net income is expected to grow by 88% next year compared to 74% growth forecast for the Media industry in Italy. The consensus price target of €0.69 was unchanged from the last update. Share price is up 8.7% to €0.55 over the past week.Is New 90 Day High Low • Sep 18New 90-day low: €0.54The company is down 15% from its price of €0.63 on 19 June 2020. The Italian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.78 per share.株主還元RCSIT MediaIT 市場7D6.7%3.8%3.4%1Y-2.4%1.4%25.2%株主還元を見る業界別リターン: RCS過去 1 年間で1.4 % の収益を上げたItalian Media業界を下回りました。リターン対市場: RCSは、過去 1 年間で25.2 % のリターンを上げたItalian市場を下回りました。価格変動Is RCS's price volatile compared to industry and market?RCS volatilityRCS Average Weekly Movement4.5%Media Industry Average Movement4.4%Market Average Movement4.9%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.0%安定した株価: RCS 、 Italian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: RCSの 週次ボラティリティ ( 5% ) 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19972,895Urbano Cairowww.rcsmediagroup.itRCS MediaGroup S.p.A.は、イタリア国内外でマルチメディア出版サービスを提供している。Corriere della Sera, Corriere Salute, SOLFERINO, Buone Notizie, Dataroom, La Gazzetta dello Sport, El Mundo, Marca, Expansión, L'Economia, La Lettura, ViviMilano, CI-Corriere Innovazione, Gazzetta Selectionなどの新聞を発行；および女性、oggi、インテリア、男性、ライフスタイル、旅行、その他の分野の雑誌（「MARCA MOTOR」、「Oggi」、「AMICA」、「7」、「Abitare」、「Living」、「Style」、「TELVA」、「Io Donna」、「DOVE」、「Sportweek」、「Insieme」）、Metrópoli」、「ACTUALIDAD ECONÓMICA」、「Fuera de Serie」、「Italian Style」、「Io e il mio Bambino」、「SFERA editore」、「Oggi Cucino」、「Style Piccoli」、「Quimamme」、「Yo Dona」、「Sano & Leggero」、「Bimbinfiera」、「Oggi Enigmistica」を運営している。また、「MYBEAUTYBOX」、「corrierstore.it」、「doveclub.it」、「quimammeshop.it」、「gazzettastore.it」、「dirittierisposte.it」、「buonpertutti.corriere.it」、「magic.gazzetta.it」のウェブサイト、「Dove Lifestyle」、「Lei」、「Radio Marca」、「Caccia e Pesca」、「Corriere TV」のテレビ・ラジオチャンネルも運営している。さらに、RCS PUBBLICITA、m-dis、Imagine、CORREO FARMACÉUTICO、DIARIO MÉDICO、Infanziaの名称で印刷物やデジタル広告ソリューションも提供している。前身はHolding di Partecipazioni Industriali S.p.A.で、2003年にRCS MediaGroup S.p.A.に社名変更。本拠地はイタリアのミラノ。RCS MediaGroup S.p.A.はCairo Communication S.p.A.の子会社。もっと見るRCS MediaGroup S.p.A. 基礎のまとめRCS MediaGroup の収益と売上を時価総額と比較するとどうか。RCS 基礎統計学時価総額€487.89m収益（TTM）€55.00m売上高(TTM)€788.40m8.9xPER（株価収益率0.6xP/SレシオRCS 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RCS 損益計算書（TTM）収益€788.40m売上原価€670.00m売上総利益€118.40mその他の費用€63.40m収益€55.00m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）0.11グロス・マージン15.02%純利益率6.98%有利子負債／自己資本比率6.5%RCS 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7.4%現在の配当利回り66%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2026/06/14 11:43終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋RCS MediaGroup S.p.A. 0 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。7 アナリスト機関Andrea DevitaBanca Akros S.p.A. (ESN)Giuseppe MarsellaBNP ParibasRoberta CiacciaBNP Paribas4 その他のアナリストを表示
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • May 11Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (5.3%).
Declared Dividend • Mar 27Dividend of €0.07 announcedDividend of €0.07 is the same as last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 7.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 26Full year 2025 earnings releasedFull year 2025 results: Revenue: €787.7m (down 3.8% from FY 2024). Net income: €54.8m (down 12% from FY 2024). Profit margin: 7.0% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €256.6m (down 3.2% from 2Q 2024). Net income: €35.6m (flat on 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • May 11Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (5.3%).
Declared Dividend • Mar 27Dividend of €0.07 announcedDividend of €0.07 is the same as last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 7.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 26Full year 2025 earnings releasedFull year 2025 results: Revenue: €787.7m (down 3.8% from FY 2024). Net income: €54.8m (down 12% from FY 2024). Profit margin: 7.0% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €256.6m (down 3.2% from 2Q 2024). Net income: €35.6m (flat on 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 12Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (5.7%).
New Risk • Apr 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (17% increase in shares outstanding).
Declared Dividend • Mar 27Dividend of €0.07 announcedDividend of €0.07 is the same as last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 7.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 2.6% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 1.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Mar 25Full year 2024 earnings releasedFull year 2024 results: Revenue: €458.2m (down 45% from FY 2023). Net income: €34.0m (down 40% from FY 2023). Profit margin: 7.4% (up from 6.9% in FY 2023). The increase in margin was driven by lower expenses.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Lead Independent Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €265.2m (up 2.0% from 2Q 2023). Net income: €35.5m (up 11% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 2.9% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • May 26Be Wary Of RCS MediaGroup (BIT:RCS) And Its Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...
Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: €0.003 loss per share. Revenue: €168.9m (down 5.7% from 1Q 2023). Net loss: €1.60m (loss narrowed 11% from 1Q 2023).
Upcoming Dividend • May 13Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (6.1%).
分析記事 • Apr 29Calculating The Intrinsic Value Of RCS MediaGroup S.p.A. (BIT:RCS)Key Insights RCS MediaGroup's estimated fair value is €0.80 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Mar 30RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Agenda: To consider Financial statements at December 31, 2023, Directors' Report on Operations, Independent Auditors' Report, Report of the Board of Statutory Auditors, Presentation of the consolidated financial statements at December 31, 2023; to consider Appointment of the Board of Statutory Auditors; to consider Report on the Remuneration Policy and compensation paid pursuant to Article 123-ter of Legislative Decree 58/1998; to consider Authorization to purchase and dispose of treasury shares pursuant to Article 2357 et seq. of the Italian Civil Code subject to revocation of the prior shareholders' resolution; and to consider Proposal to introduce the possibility to held the Shareholders' meeting exclusively through the so called Appointed Representative and to held the Shareholders' meeting, as well as the Board of Directors' meeting and the Board of Statutory Auditors' meeting, by means of telecommunication.
Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €828.0m (down 2.0% from FY 2022). Net income: €57.0m (up 14% from FY 2022). Profit margin: 6.9% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €167.6m (down 4.0% from 3Q 2022). Net loss: €2.50m (loss widened 400% from 3Q 2022).
Reported Earnings • Aug 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €260.1m (flat on 2Q 2022). Net income: €32.1m (up 29% from 2Q 2022). Profit margin: 12% (up from 9.5% in 2Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: €0.003 loss per share. Revenue: €179.1m (down 2.5% from 1Q 2022). Net loss: €1.80m (loss widened 157% from 1Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 15Upcoming dividend of €0.06 per share at 7.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Within top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (6.8%).
Reported Earnings • Mar 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €845.0m (flat on FY 2021). Net income: €50.1m (down 31% from FY 2021). Profit margin: 5.9% (down from 8.6% in FY 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Media industry in Italy. 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 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 24At €0.77, Is RCS MediaGroup S.p.A. (BIT:RCS) Worth Looking At Closely?RCS MediaGroup S.p.A. ( BIT:RCS ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €174.5m (down 7.3% from 3Q 2021). Net loss: €500.0k (down 106% from profit in 3Q 2021). Revenue is forecast to stay flat during the next 2 years compared to a 2.2% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 5 independent directors (7 non-independent directors). Lead Independent Director Benedetta Corazza was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
分析記事 • Jul 16Is RCS MediaGroup S.p.A. (BIT:RCS) Potentially Undervalued?While RCS MediaGroup S.p.A. ( BIT:RCS ) might not be the most widely known stock at the moment, it saw a double-digit...
Upcoming Dividend • May 09Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Italian dividend payers (4.8%). Higher than average of industry peers (5.5%).
Price Target Changed • Apr 27Price target increased to €0.90Up from €0.80, the current price target is provided by 1 analyst. New target price is 19% above last closing price of €0.76. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of €0.096 for next year compared to €0.14 last year.
分析記事 • Feb 24Here's Why RCS MediaGroup (BIT:RCS) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €188.2m (up 8.0% from 3Q 2020). Net income: €7.80m (up 77% from 3Q 2020). Profit margin: 4.1% (up from 2.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 11Price target increased to €0.90Up from €0.82, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €0.87. Stock is up 71% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.061 last year.
Major Estimate Revision • Aug 06Consensus EPS estimates increase to €0.11The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €811.3m to €844.8m. EPS estimate increased from €0.081 to €0.11 per share. Net income forecast to shrink 48% next year vs 53% growth forecast for Media industry in Italy . Consensus price target down from €0.82 to €0.80. Share price rose 8.4% to €0.72 over the past week.
Reported Earnings • Aug 03Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €247.4m (up 67% from 2Q 2020). Net income: €41.9m (up €47.8m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Jun 14Here's What To Make Of RCS MediaGroup's (BIT:RCS) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Price Target Changed • Jun 05Price target increased to €0.82Up from €0.67, the current price target is an average from 2 analysts. New target price is 9.5% above last closing price of €0.75. Stock is up 11% over the past year.
Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €174.4m (up 1.8% from 1Q 2020). Net loss: €3.20m (loss narrowed 48% from 1Q 2020).
Price Target Changed • May 13Price target increased to €0.69Up from €0.63, the current price target is an average from 2 analysts. New target price is 11% below last closing price of €0.77. Stock is up 27% over the past year.
Upcoming Dividend • May 10Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.9%. Within top quartile of Italian dividend payers (3.9%). In line with average of industry peers (4.2%).
分析記事 • Apr 20These 4 Measures Indicate That RCS MediaGroup (BIT:RCS) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Apr 03Is RCS MediaGroup S.p.A. (BIT:RCS) Trading At A 26% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of RCS MediaGroup S.p.A...
分析記事 • Mar 21RCS MediaGroup S.p.A. (BIT:RCS) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a pretty great week for RCS MediaGroup S.p.A. ( BIT:RCS ) shareholders, with its shares surging 13% to €0.72...
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €749.5m (down 19% from FY 2019). Net income: €31.7m (down 54% from FY 2019). Profit margin: 4.2% (down from 7.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 17What Does RCS MediaGroup S.p.A.'s (BIT:RCS) Share Price Indicate?While RCS MediaGroup S.p.A. ( BIT:RCS ) might not be the most widely known stock at the moment, it received a lot of...
分析記事 • Mar 04Here’s What’s Happening With Returns At RCS MediaGroup (BIT:RCS)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Mar 03New 90-day high: €0.63The company is up 11% from its price of €0.57 on 03 December 2020. The Italian 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 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.06 per share.
分析記事 • Feb 19If You Had Bought RCS MediaGroup's (BIT:RCS) Shares Three Years Ago You Would Be Down 45%RCS MediaGroup S.p.A. ( BIT:RCS ) shareholders should be happy to see the share price up 15% in the last month. But...
Is New 90 Day High Low • Feb 10New 90-day high: €0.60The company is up 19% from its price of €0.51 on 12 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.04 per share.
分析記事 • Feb 02Is RCS MediaGroup S.p.A. (BIT:RCS) Popular Amongst Insiders?The big shareholder groups in RCS MediaGroup S.p.A. ( BIT:RCS ) have power over the company. Insiders often own a large...
分析記事 • Jan 19Should RCS MediaGroup S.p.A. (BIT:RCS) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at RCS MediaGroup S.p.A. ( BIT:RCS ) from a dividend investor's perspective. Owning a...
分析記事 • Jan 06RCS MediaGroup (BIT:RCS) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 22Do Fundamentals Have Any Role To Play In Driving RCS MediaGroup S.p.A.'s (BIT:RCS) Stock Up Recently?RCS MediaGroup's (BIT:RCS) stock up by 4.7% over the past three months. We wonder if and what role the company's...
分析記事 • Dec 09An Intrinsic Calculation For RCS MediaGroup S.p.A. (BIT:RCS) Suggests It's 35% UndervaluedIn this article we are going to estimate the intrinsic value of RCS MediaGroup S.p.A. ( BIT:RCS ) by estimating the...
Is New 90 Day High Low • Nov 25New 90-day high: €0.59The company is up 4.0% from its price of €0.57 on 26 August 2020. The Italian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.94 per share.
分析記事 • Nov 24What Is RCS MediaGroup S.p.A.'s (BIT:RCS) Share Price Doing?While RCS MediaGroup S.p.A. (BIT:RCS) might not be the most widely known stock at the moment, it led the BIT gainers...
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 5.6% while the growth in Media industry in Italy is expected to stay flat.
Is New 90 Day High Low • Oct 16New 90-day low: €0.50The company is down 21% from its price of €0.63 on 17 July 2020. The Italian market is down 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.77 per share.
Major Estimate Revision • Oct 08Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from €0.02 to €0.029. Revenue estimate for the same period was approximately flat at €761.3m. Net income is expected to grow by 88% next year compared to 74% growth forecast for the Media industry in Italy. The consensus price target of €0.69 was unchanged from the last update. Share price is up 8.7% to €0.55 over the past week.
Is New 90 Day High Low • Sep 18New 90-day low: €0.54The company is down 15% from its price of €0.63 on 19 June 2020. The Italian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.78 per share.
