View Future GrowthRTL Group 過去の業績過去 基準チェック /06RTL Groupの収益は年間平均-34.5%の割合で減少していますが、 Media業界の収益は年間 増加しています。収益は年間10% 1.2%割合で 減少しています。 RTL Groupの自己資本利益率は1.3%であり、純利益率は0.4%です。主要情報-34.45%収益成長率-34.52%EPS成長率Media 業界の成長9.42%収益成長率-1.24%株主資本利益率1.31%ネット・マージン0.38%次回の業績アップデート11 Aug 2026最近の業績更新お知らせ • May 07+ 2 more updatesRTL Group S.A. to Report First Half, 2027 Results on Aug 10, 2027RTL Group S.A. announced that they will report first half, 2027 results on Aug 10, 2027お知らせ • Oct 07+ 2 more updatesRTL Group S.A. to Report First Half, 2026 Results on Aug 11, 2026RTL Group S.A. announced that they will report first half, 2026 results on Aug 11, 2026Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: €2.15 (down from €2.28 in FY 2023). Revenue: €6.38b (up 2.3% from FY 2023). Net income: €333.0m (down 5.4% from FY 2023). Profit margin: 5.2% (down from 5.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Aug 14+ 2 more updatesRTL Group S.A. to Report First Half, 2025 Results on Aug 08, 2025RTL Group S.A. announced that they will report first half, 2025 results on Aug 08, 2025Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.44 (vs €0.48 in 1H 2023)First half 2024 results: EPS: €0.44 (down from €0.48 in 1H 2023). Revenue: €2.96b (down 5.0% from 1H 2023). Net income: €69.0m (down 8.0% from 1H 2023). Profit margin: 2.3% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €2.28 (vs €4.35 in FY 2022)Full year 2023 results: EPS: €2.28 (down from €4.35 in FY 2022). Revenue: €6.34b (down 12% from FY 2022). Net income: €352.0m (down 48% from FY 2022). Profit margin: 5.6% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% 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.すべての更新を表示Recent updatesお知らせ • May 07+ 2 more updatesRTL Group S.A. to Report First Half, 2027 Results on Aug 10, 2027RTL Group S.A. announced that they will report first half, 2027 results on Aug 10, 2027お知らせ • Apr 19RTL Group S.A. announces Annual dividend, payable on May 05, 2026RTL Group S.A. announced Annual dividend of EUR 0.6460 per share payable on May 05, 2026, ex-date on April 30, 2026 and record date on May 04, 2026.お知らせ • Mar 27RTL Group S.A., Annual General Meeting, Apr 29, 2026RTL Group S.A., Annual General Meeting, Apr 29, 2026, at 15:00 W. Europe Standard Time. Location: at the registered office, 43, bld pierre frieden, l-1543 luxembourg-kirchberg, LuxembourgBuy Or Sell Opportunity • Mar 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €35.50. The fair value is estimated to be €29.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 29%. Revenue is forecast to grow by 5.2% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Price Target Changed • Nov 19Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 6 analysts. New target price is 9.8% below last closing price of €32.15. Stock is up 33% over the past year. The company is forecast to post earnings per share of €6.82 for next year compared to €2.15 last year.New Risk • Oct 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (160% payout ratio). Profit margins are more than 30% lower than last year (3.9% net profit margin).Price Target Changed • Oct 16Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 6 analysts. New target price is 15% below last closing price of €34.30. Stock is up 13% over the past year. The company is forecast to post earnings per share of €4.10 for next year compared to €2.15 last year.お知らせ • Oct 07+ 2 more updatesRTL Group S.A. to Report First Half, 2026 Results on Aug 11, 2026RTL Group S.A. announced that they will report first half, 2026 results on Aug 11, 2026Price Target Changed • Sep 25Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 7 analysts. New target price is 18% below last closing price of €35.20. Stock is up 15% over the past year. The company is forecast to post earnings per share of €4.10 for next year compared to €2.15 last year.Buy Or Sell Opportunity • Jul 24Now 21% overvaluedOver the last 90 days, the stock has fallen 1.3% to €35.25. The fair value is estimated to be €29.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 44%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Price Target Changed • Jul 08Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 8 analysts. New target price is 17% below last closing price of €34.75. Stock is up 20% over the past year. The company is forecast to post earnings per share of €2.73 for next year compared to €2.15 last year.お知らせ • May 01RTL Group S.A. announces Annual dividend, payable on May 06, 2025RTL Group S.A. announced Annual dividend of EUR 2.1250 per share payable on May 06, 2025, ex-date on May 02, 2025 and record date on May 05, 2025.Price Target Changed • Apr 23Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 8 analysts. New target price is 22% below last closing price of €37.05. Stock is up 17% over the past year. The company is forecast to post earnings per share of €2.70 for next year compared to €2.15 last year.Price Target Changed • Apr 11Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 8 analysts. New target price is 14% below last closing price of €33.75. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of €2.70 for next year compared to €2.15 last year.お知らせ • Mar 31RTL Group S.A., Annual General Meeting, Apr 30, 2025RTL Group S.A., Annual General Meeting, Apr 30, 2025, at 15:00 W. Europe Standard Time. Location: at the registered office (43, bld pierre frieden, l-1543 luxembourg-kirchberg)., kirchberg LuxembourgReported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: €2.15 (down from €2.28 in FY 2023). Revenue: €6.38b (up 2.3% from FY 2023). Net income: €333.0m (down 5.4% from FY 2023). Profit margin: 5.2% (down from 5.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Price Target Changed • Mar 18Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 7 analysts. New target price is 38% below last closing price of €34.50. Stock is up 13% over the past year. The company is forecast to post earnings per share of €2.71 for next year compared to €2.27 last year.Price Target Changed • Feb 17Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 6 analysts. New target price is 28% below last closing price of €29.75. Stock is down 14% over the past year. The company is forecast to post earnings per share of €2.77 for next year compared to €2.27 last year.Buy Or Sell Opportunity • Jan 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €25.90. The fair value is estimated to be €33.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 49%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.Price Target Changed • Jan 02Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 7 analysts. New target price is 24% below last closing price of €28.15. Stock is down 21% over the past year. The company is forecast to post earnings per share of €3.81 for next year compared to €2.27 last year.Price Target Changed • Dec 11Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 7 analysts. New target price is 16% below last closing price of €25.55. Stock is down 19% over the past year. The company is forecast to post earnings per share of €4.14 for next year compared to €2.27 last year.Board Change • Nov 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Pernille Erenbjerg was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €24.15, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 37% over the past three years.お知らせ • Aug 14+ 2 more updatesRTL Group S.A. to Report First Half, 2025 Results on Aug 08, 2025RTL Group S.A. announced that they will report first half, 2025 results on Aug 08, 2025Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.44 (vs €0.48 in 1H 2023)First half 2024 results: EPS: €0.44 (down from €0.48 in 1H 2023). Revenue: €2.96b (down 5.0% from 1H 2023). Net income: €69.0m (down 8.0% from 1H 2023). Profit margin: 2.3% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jun 07Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to €31.15. The fair value is estimated to be €25.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €2.28 (vs €4.35 in FY 2022)Full year 2023 results: EPS: €2.28 (down from €4.35 in FY 2022). Revenue: €6.34b (down 12% from FY 2022). Net income: €352.0m (down 48% from FY 2022). Profit margin: 5.6% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% 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.お知らせ • Dec 15DPG Media Group NV reached an agreement to acquire RTL Nederland B.V. from RTL Group S.A. (XTRA:RRTL) for €1.1 billion.DPG Media Group NV reached an agreement to acquire RTL Nederland B.V. from RTL Group S.A. (XTRA:RRTL) for €1.1 billion on December 15, 2023. Under the terms of agreement, DPG Media Group is paying consideration in all cash and the total consideration on a debt- and cash-free basis and with a normalised net working capital, to be paid at closing, amounts to €1.1 billion. As part of the sale, RTL Group and DPG Media will enter into a strategic partnership, spanning from technology to advertising sales and content: At the time of closing of the transaction, the service agreements for RTL Nederland in the areas of streaming technology (via Bedrock), broadcasting operations (via RTL Group’s technical services provider BCE) and international advertising sales (via RTL AdAlliance) will be renewed for at least three years. RTL Nederland will also continue to use the solutions provided by RTL Group’s ad-tech business, Smartclip. For three years after closing, RTL Group’s broadcasters in Germany, France and Hungary will receive first-look rights for all new programmes developed by RTL Nederland. Based on a separate trademark license agreement, DPG Media will continue to use the "RTL" brand in the Netherlands at least until December 2034. Until the closing of the transaction, RTL Group will continue to benefit from all cash flows and profits generated by RTL Nederland. In 2022, RTL Nederland’s total revenue was €636 million. The transaction is subject to regulatory approvals and the consultation process with the respective works councils and the transaction is also subject to approval by the Netherlands Authority for Consumers and Markets (ACM) and will be submitted for advice to the relevant works councils. The all-cash transaction is expected to close around mid-2024. For RTL Group, J.P. Morgan has been involved as transaction advisor and NautaDutilh and Allen & Overy acted as legal counsel. In this transaction, DPG Media was assisted by LoyensLoeff, Linklaters and LDS Advisory. The capital gain from the transaction will be largely tax exempt and will amount to approximately €0.8 billion. RTL Group’s shareholders will benefit from the transaction in line with the Group’s stated dividend policy.お知らせ • Oct 07RTL Group S.A. to Report Nine Months, 2023 Results on Nov 08, 2023RTL Group S.A. announced that they will report nine months, 2023 results on Nov 08, 2023お知らせ • Sep 12+ 5 more updatesRTL Group S.A. to Report Fiscal Year 2023 Results on Apr 24, 2024RTL Group S.A. announced that they will report fiscal year 2023 results on Apr 24, 2024New Risk • Aug 10New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 108% Cash payout ratio: 343% Dividend yield: 9.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 10First half 2023 earnings released: EPS: €0.48 (vs €1.58 in 1H 2022)First half 2023 results: EPS: €0.48 (down from €1.58 in 1H 2022). Revenue: €3.11b (down 5.1% from 1H 2022). Net income: €75.0m (down 69% from 1H 2022). Profit margin: 2.4% (down from 7.5% in 1H 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Price Target Changed • Jul 12Price target decreased by 7.4% to €50.00Down from €54.00, the current price target is an average from 9 analysts. New target price is 36% above last closing price of €36.78. Stock is up 0.2% over the past year. The company is forecast to post earnings per share of €3.88 for next year compared to €4.35 last year.Upcoming Dividend • Apr 20Upcoming dividend of €3.48 per share at 7.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 02 May 2023. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 7.1%. Lower than top quartile of Luxembourger dividend payers (9.9%). Higher than average of industry peers (4.4%).Reported Earnings • Mar 18Full year 2022 earnings released: EPS: €4.35 (vs €8.41 in FY 2021)Full year 2022 results: EPS: €4.35 (down from €8.41 in FY 2021). Revenue: €7.22b (up 8.8% from FY 2021). Net income: €673.0m (down 48% from FY 2021). Profit margin: 9.3% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year.Board Change • Nov 16Less 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. 7 non-independent directors. Independent Non-Executive Director Pernille Erenbjerg was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €863.0m from profit in 1H 2021). Profit margin: (down from 29% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 8.7%, compared to a 4.7% growth forecast for the industry in Europe.Price Target Changed • Jul 20Price target decreased to €55.00Down from €64.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of €38.60. Stock is down 22% over the past year. The company is forecast to post earnings per share of €4.43 for next year compared to €8.41 last year.お知らせ • Jul 14+ 1 more updateRTL Group S.A. to Report First Half, 2023 Results on Aug 08, 2023RTL Group S.A. announced that they will report first half, 2023 results on Aug 08, 2023Board Change • Apr 27Less 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. 7 non-independent directors. Independent Non-Executive Director Pernille Erenbjerg was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 18Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: €8.41 (up from €3.20 in FY 2020). Revenue: €6.73b (up 12% from FY 2020). Net income: €1.30b (up 164% from FY 2020). Profit margin: 19% (up from 8.2% in FY 2020). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 10%, compared to a 710% growth forecast for the industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 08First half 2021 earnings released: EPS €5.58 (vs €0.61 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.01b (up 14% from 1H 2020). Net income: €863.0m (up €769.0m from 1H 2020). Profit margin: 29% (up from 3.5% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Executive Departure • May 06Non-Executive Director has left the companyOn the 28th of April, Bernd Kundrun's tenure as Non-Executive Director ended after 9.0 years in the role. We don't have any record of a personal shareholding under Bernd's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 06Non-Executive Director has left the companyOn the 28th of April, Rolf Schmidt-Holtz's tenure as Non-Executive Director ended after 9.0 years in the role. We don't have any record of a personal shareholding under Rolf's name. A total of 3 executives have left over the last 12 months.Reported Earnings • Apr 17Full year 2020 earnings released: EPS €3.20 (vs €4.91 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €6.02b (down 9.5% from FY 2019). Net income: €492.0m (down 35% from FY 2019). Profit margin: 8.2% (down from 11% 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 13% per year whereas the company’s share price has fallen by 11% per year.Reported Earnings • Mar 14Full year 2020 earnings released: EPS €3.20 (vs €4.91 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €6.02b (down 9.5% from FY 2019). Net income: €492.0m (down 35% from FY 2019). Profit margin: 8.2% (down from 11% 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 13% per year whereas the company’s share price has fallen by 10% per year.Analyst Estimate Surprise Post Earnings • Mar 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.8% growth forecast for the Media industry in Europe.Is New 90 Day High Low • Mar 04New 90-day high: €49.66The company is up 26% from its price of €39.38 on 03 December 2020. The Luxembourger market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €91.92 per share.Is New 90 Day High Low • Feb 06New 90-day high: €47.42The company is up 34% from its price of €35.50 on 06 November 2020. The Luxembourger market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €101 per share.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €47.00, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 13.7x. This compares to an average P/E of 16x in the Media industry in Europe. Total return to shareholders over the past three years is a loss of 22%.Price Target Changed • Jan 18Price target raised to €34.00Up from €30.00, the current price target is an average from 11 analysts. The new target price is 16% below the current share price of €40.64. As of last close, the stock is down 7.3% over the past year.Is New 90 Day High Low • Jan 15New 90-day high: €40.76The company is up 22% from its price of €33.40 on 16 October 2020. The Luxembourger 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 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €104 per share.Is New 90 Day High Low • Dec 24New 90-day high: €40.42The company is up 30% from its price of €31.14 on 24 September 2020. The Luxembourger market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.55 per share.Is New 90 Day High Low • Dec 08New 90-day high: €40.00The company is up 29% from its price of €31.02 on 09 September 2020. The Luxembourger 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 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.15 per share.Is New 90 Day High Low • Nov 05New 90-day high: €35.94The company is up 26% from its price of €28.60 on 07 August 2020. The Luxembourger market is flat 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 €51.22 per share.Is New 90 Day High Low • Sep 29New 90-day high: €32.36The company is up 14% from its price of €28.44 on 01 July 2020. The Luxembourger market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.21 per share.収支内訳RTL Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BDL:RTLL 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 256,01823195030 Sep 256,091133206030 Jun 256,163242217031 Mar 256,209288217031 Dec 246,254333217030 Sep 246,270367217030 Jun 246,286401217031 Mar 246,260377217031 Dec 236,234352217030 Jun 236,133324212031 Mar 236,361437212031 Dec 226,589549211030 Sep 227,062678212030 Jun 226,899683196031 Mar 226,768992196031 Dec 216,6371,301195030 Sep 216,5081,281185030 Jun 216,3791,261175031 Mar 216,198877175031 Dec 206,017492174030 Sep 206,074474192030 Jun 206,130455210031 Mar 206,391605210031 Dec 196,651754210030 Sep 196,949818376030 Jun 196,632743271031 Mar 196,676754271031 Dec 186,505668271030 Sep 186,491729281030 Jun 186,441737281031 Mar 186,384713281031 Dec 176,373739281030 Sep 176,357711281030 Jun 176,337699281031 Mar 176,210719281031 Dec 166,237720281030 Sep 166,118768282030 Jun 166,119779282031 Mar 166,153821282031 Dec 156,029789282030 Sep 156,003811267030 Jun 155,9098012670質の高い収益: RTLLには€49.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: RTLLの現在の純利益率 (0.4%)は、昨年(5.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: RTLLの収益は過去 5 年間で年間34.5%減少しました。成長の加速: RTLLは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: RTLLは過去 1 年間で収益成長率がマイナス ( -93.1% ) となったため、 Media業界平均 ( -10.4% ) と比較することが困難です。株主資本利益率高いROE: RTLLの 自己資本利益率 ( 1.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 04:01終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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RTL Group S.A. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関JULIEN ROCHBarclaysChristophe CherblancBernsteinAnnick MaasBernstein22 その他のアナリストを表示
お知らせ • May 07+ 2 more updatesRTL Group S.A. to Report First Half, 2027 Results on Aug 10, 2027RTL Group S.A. announced that they will report first half, 2027 results on Aug 10, 2027
お知らせ • Oct 07+ 2 more updatesRTL Group S.A. to Report First Half, 2026 Results on Aug 11, 2026RTL Group S.A. announced that they will report first half, 2026 results on Aug 11, 2026
Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: €2.15 (down from €2.28 in FY 2023). Revenue: €6.38b (up 2.3% from FY 2023). Net income: €333.0m (down 5.4% from FY 2023). Profit margin: 5.2% (down from 5.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 14+ 2 more updatesRTL Group S.A. to Report First Half, 2025 Results on Aug 08, 2025RTL Group S.A. announced that they will report first half, 2025 results on Aug 08, 2025
Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.44 (vs €0.48 in 1H 2023)First half 2024 results: EPS: €0.44 (down from €0.48 in 1H 2023). Revenue: €2.96b (down 5.0% from 1H 2023). Net income: €69.0m (down 8.0% from 1H 2023). Profit margin: 2.3% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €2.28 (vs €4.35 in FY 2022)Full year 2023 results: EPS: €2.28 (down from €4.35 in FY 2022). Revenue: €6.34b (down 12% from FY 2022). Net income: €352.0m (down 48% from FY 2022). Profit margin: 5.6% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% 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.
お知らせ • May 07+ 2 more updatesRTL Group S.A. to Report First Half, 2027 Results on Aug 10, 2027RTL Group S.A. announced that they will report first half, 2027 results on Aug 10, 2027
お知らせ • Apr 19RTL Group S.A. announces Annual dividend, payable on May 05, 2026RTL Group S.A. announced Annual dividend of EUR 0.6460 per share payable on May 05, 2026, ex-date on April 30, 2026 and record date on May 04, 2026.
お知らせ • Mar 27RTL Group S.A., Annual General Meeting, Apr 29, 2026RTL Group S.A., Annual General Meeting, Apr 29, 2026, at 15:00 W. Europe Standard Time. Location: at the registered office, 43, bld pierre frieden, l-1543 luxembourg-kirchberg, Luxembourg
Buy Or Sell Opportunity • Mar 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €35.50. The fair value is estimated to be €29.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 29%. Revenue is forecast to grow by 5.2% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Price Target Changed • Nov 19Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 6 analysts. New target price is 9.8% below last closing price of €32.15. Stock is up 33% over the past year. The company is forecast to post earnings per share of €6.82 for next year compared to €2.15 last year.
New Risk • Oct 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (160% payout ratio). Profit margins are more than 30% lower than last year (3.9% net profit margin).
Price Target Changed • Oct 16Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 6 analysts. New target price is 15% below last closing price of €34.30. Stock is up 13% over the past year. The company is forecast to post earnings per share of €4.10 for next year compared to €2.15 last year.
お知らせ • Oct 07+ 2 more updatesRTL Group S.A. to Report First Half, 2026 Results on Aug 11, 2026RTL Group S.A. announced that they will report first half, 2026 results on Aug 11, 2026
Price Target Changed • Sep 25Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 7 analysts. New target price is 18% below last closing price of €35.20. Stock is up 15% over the past year. The company is forecast to post earnings per share of €4.10 for next year compared to €2.15 last year.
Buy Or Sell Opportunity • Jul 24Now 21% overvaluedOver the last 90 days, the stock has fallen 1.3% to €35.25. The fair value is estimated to be €29.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 44%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Price Target Changed • Jul 08Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 8 analysts. New target price is 17% below last closing price of €34.75. Stock is up 20% over the past year. The company is forecast to post earnings per share of €2.73 for next year compared to €2.15 last year.
お知らせ • May 01RTL Group S.A. announces Annual dividend, payable on May 06, 2025RTL Group S.A. announced Annual dividend of EUR 2.1250 per share payable on May 06, 2025, ex-date on May 02, 2025 and record date on May 05, 2025.
Price Target Changed • Apr 23Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 8 analysts. New target price is 22% below last closing price of €37.05. Stock is up 17% over the past year. The company is forecast to post earnings per share of €2.70 for next year compared to €2.15 last year.
Price Target Changed • Apr 11Price target increased by 36% to €29.00Up from €21.40, the current price target is an average from 8 analysts. New target price is 14% below last closing price of €33.75. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of €2.70 for next year compared to €2.15 last year.
お知らせ • Mar 31RTL Group S.A., Annual General Meeting, Apr 30, 2025RTL Group S.A., Annual General Meeting, Apr 30, 2025, at 15:00 W. Europe Standard Time. Location: at the registered office (43, bld pierre frieden, l-1543 luxembourg-kirchberg)., kirchberg Luxembourg
Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: €2.15 (down from €2.28 in FY 2023). Revenue: €6.38b (up 2.3% from FY 2023). Net income: €333.0m (down 5.4% from FY 2023). Profit margin: 5.2% (down from 5.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Price Target Changed • Mar 18Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 7 analysts. New target price is 38% below last closing price of €34.50. Stock is up 13% over the past year. The company is forecast to post earnings per share of €2.71 for next year compared to €2.27 last year.
Price Target Changed • Feb 17Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 6 analysts. New target price is 28% below last closing price of €29.75. Stock is down 14% over the past year. The company is forecast to post earnings per share of €2.77 for next year compared to €2.27 last year.
Buy Or Sell Opportunity • Jan 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €25.90. The fair value is estimated to be €33.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 49%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.
Price Target Changed • Jan 02Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 7 analysts. New target price is 24% below last closing price of €28.15. Stock is down 21% over the past year. The company is forecast to post earnings per share of €3.81 for next year compared to €2.27 last year.
Price Target Changed • Dec 11Price target decreased by 30% to €21.40Down from €30.50, the current price target is an average from 7 analysts. New target price is 16% below last closing price of €25.55. Stock is down 19% over the past year. The company is forecast to post earnings per share of €4.14 for next year compared to €2.27 last year.
Board Change • Nov 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Pernille Erenbjerg was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €24.15, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 37% over the past three years.
お知らせ • Aug 14+ 2 more updatesRTL Group S.A. to Report First Half, 2025 Results on Aug 08, 2025RTL Group S.A. announced that they will report first half, 2025 results on Aug 08, 2025
Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.44 (vs €0.48 in 1H 2023)First half 2024 results: EPS: €0.44 (down from €0.48 in 1H 2023). Revenue: €2.96b (down 5.0% from 1H 2023). Net income: €69.0m (down 8.0% from 1H 2023). Profit margin: 2.3% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jun 07Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to €31.15. The fair value is estimated to be €25.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €2.28 (vs €4.35 in FY 2022)Full year 2023 results: EPS: €2.28 (down from €4.35 in FY 2022). Revenue: €6.34b (down 12% from FY 2022). Net income: €352.0m (down 48% from FY 2022). Profit margin: 5.6% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% 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.
お知らせ • Dec 15DPG Media Group NV reached an agreement to acquire RTL Nederland B.V. from RTL Group S.A. (XTRA:RRTL) for €1.1 billion.DPG Media Group NV reached an agreement to acquire RTL Nederland B.V. from RTL Group S.A. (XTRA:RRTL) for €1.1 billion on December 15, 2023. Under the terms of agreement, DPG Media Group is paying consideration in all cash and the total consideration on a debt- and cash-free basis and with a normalised net working capital, to be paid at closing, amounts to €1.1 billion. As part of the sale, RTL Group and DPG Media will enter into a strategic partnership, spanning from technology to advertising sales and content: At the time of closing of the transaction, the service agreements for RTL Nederland in the areas of streaming technology (via Bedrock), broadcasting operations (via RTL Group’s technical services provider BCE) and international advertising sales (via RTL AdAlliance) will be renewed for at least three years. RTL Nederland will also continue to use the solutions provided by RTL Group’s ad-tech business, Smartclip. For three years after closing, RTL Group’s broadcasters in Germany, France and Hungary will receive first-look rights for all new programmes developed by RTL Nederland. Based on a separate trademark license agreement, DPG Media will continue to use the "RTL" brand in the Netherlands at least until December 2034. Until the closing of the transaction, RTL Group will continue to benefit from all cash flows and profits generated by RTL Nederland. In 2022, RTL Nederland’s total revenue was €636 million. The transaction is subject to regulatory approvals and the consultation process with the respective works councils and the transaction is also subject to approval by the Netherlands Authority for Consumers and Markets (ACM) and will be submitted for advice to the relevant works councils. The all-cash transaction is expected to close around mid-2024. For RTL Group, J.P. Morgan has been involved as transaction advisor and NautaDutilh and Allen & Overy acted as legal counsel. In this transaction, DPG Media was assisted by LoyensLoeff, Linklaters and LDS Advisory. The capital gain from the transaction will be largely tax exempt and will amount to approximately €0.8 billion. RTL Group’s shareholders will benefit from the transaction in line with the Group’s stated dividend policy.
お知らせ • Oct 07RTL Group S.A. to Report Nine Months, 2023 Results on Nov 08, 2023RTL Group S.A. announced that they will report nine months, 2023 results on Nov 08, 2023
お知らせ • Sep 12+ 5 more updatesRTL Group S.A. to Report Fiscal Year 2023 Results on Apr 24, 2024RTL Group S.A. announced that they will report fiscal year 2023 results on Apr 24, 2024
New Risk • Aug 10New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 108% Cash payout ratio: 343% Dividend yield: 9.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 10First half 2023 earnings released: EPS: €0.48 (vs €1.58 in 1H 2022)First half 2023 results: EPS: €0.48 (down from €1.58 in 1H 2022). Revenue: €3.11b (down 5.1% from 1H 2022). Net income: €75.0m (down 69% from 1H 2022). Profit margin: 2.4% (down from 7.5% in 1H 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 12Price target decreased by 7.4% to €50.00Down from €54.00, the current price target is an average from 9 analysts. New target price is 36% above last closing price of €36.78. Stock is up 0.2% over the past year. The company is forecast to post earnings per share of €3.88 for next year compared to €4.35 last year.
Upcoming Dividend • Apr 20Upcoming dividend of €3.48 per share at 7.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 02 May 2023. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 7.1%. Lower than top quartile of Luxembourger dividend payers (9.9%). Higher than average of industry peers (4.4%).
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: €4.35 (vs €8.41 in FY 2021)Full year 2022 results: EPS: €4.35 (down from €8.41 in FY 2021). Revenue: €7.22b (up 8.8% from FY 2021). Net income: €673.0m (down 48% from FY 2021). Profit margin: 9.3% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year.
Board Change • Nov 16Less 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. 7 non-independent directors. Independent Non-Executive Director Pernille Erenbjerg was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €863.0m from profit in 1H 2021). Profit margin: (down from 29% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 8.7%, compared to a 4.7% growth forecast for the industry in Europe.
Price Target Changed • Jul 20Price target decreased to €55.00Down from €64.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of €38.60. Stock is down 22% over the past year. The company is forecast to post earnings per share of €4.43 for next year compared to €8.41 last year.
お知らせ • Jul 14+ 1 more updateRTL Group S.A. to Report First Half, 2023 Results on Aug 08, 2023RTL Group S.A. announced that they will report first half, 2023 results on Aug 08, 2023
Board Change • Apr 27Less 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. 7 non-independent directors. Independent Non-Executive Director Pernille Erenbjerg was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 18Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: €8.41 (up from €3.20 in FY 2020). Revenue: €6.73b (up 12% from FY 2020). Net income: €1.30b (up 164% from FY 2020). Profit margin: 19% (up from 8.2% in FY 2020). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 10%, compared to a 710% growth forecast for the industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 08First half 2021 earnings released: EPS €5.58 (vs €0.61 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.01b (up 14% from 1H 2020). Net income: €863.0m (up €769.0m from 1H 2020). Profit margin: 29% (up from 3.5% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Executive Departure • May 06Non-Executive Director has left the companyOn the 28th of April, Bernd Kundrun's tenure as Non-Executive Director ended after 9.0 years in the role. We don't have any record of a personal shareholding under Bernd's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 06Non-Executive Director has left the companyOn the 28th of April, Rolf Schmidt-Holtz's tenure as Non-Executive Director ended after 9.0 years in the role. We don't have any record of a personal shareholding under Rolf's name. A total of 3 executives have left over the last 12 months.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS €3.20 (vs €4.91 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €6.02b (down 9.5% from FY 2019). Net income: €492.0m (down 35% from FY 2019). Profit margin: 8.2% (down from 11% 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 13% per year whereas the company’s share price has fallen by 11% per year.
Reported Earnings • Mar 14Full year 2020 earnings released: EPS €3.20 (vs €4.91 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €6.02b (down 9.5% from FY 2019). Net income: €492.0m (down 35% from FY 2019). Profit margin: 8.2% (down from 11% 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 13% per year whereas the company’s share price has fallen by 10% per year.
Analyst Estimate Surprise Post Earnings • Mar 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.8% growth forecast for the Media industry in Europe.
Is New 90 Day High Low • Mar 04New 90-day high: €49.66The company is up 26% from its price of €39.38 on 03 December 2020. The Luxembourger market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €91.92 per share.
Is New 90 Day High Low • Feb 06New 90-day high: €47.42The company is up 34% from its price of €35.50 on 06 November 2020. The Luxembourger market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €101 per share.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €47.00, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 13.7x. This compares to an average P/E of 16x in the Media industry in Europe. Total return to shareholders over the past three years is a loss of 22%.
Price Target Changed • Jan 18Price target raised to €34.00Up from €30.00, the current price target is an average from 11 analysts. The new target price is 16% below the current share price of €40.64. As of last close, the stock is down 7.3% over the past year.
Is New 90 Day High Low • Jan 15New 90-day high: €40.76The company is up 22% from its price of €33.40 on 16 October 2020. The Luxembourger 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 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €104 per share.
Is New 90 Day High Low • Dec 24New 90-day high: €40.42The company is up 30% from its price of €31.14 on 24 September 2020. The Luxembourger market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.55 per share.
Is New 90 Day High Low • Dec 08New 90-day high: €40.00The company is up 29% from its price of €31.02 on 09 September 2020. The Luxembourger 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 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.15 per share.
Is New 90 Day High Low • Nov 05New 90-day high: €35.94The company is up 26% from its price of €28.60 on 07 August 2020. The Luxembourger market is flat 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 €51.22 per share.
Is New 90 Day High Low • Sep 29New 90-day high: €32.36The company is up 14% from its price of €28.44 on 01 July 2020. The Luxembourger market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.21 per share.