Paramount Skydance Corporation

NasdaqGS:PARA 株式レポート

時価総額：US$7.7b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Paramount Global 将来の成長

Future 基準チェック /36

Paramount Global利益と収益がそれぞれ年間38.2%と1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.3% 38.4%なると予測されています。

主要情報

38.2%

収益成長率

38.44%

EPS成長率

Media 収益成長36.5%
収益成長率1.0%
将来の株主資本利益率6.26%
アナリストカバレッジ

Good

最終更新日08 Aug 2025

今後の成長に関する最新情報

更新なし

Recent updates

Seeking Alpha • May 10

Paramount Global: Earnings Prove This Play Still Has Legs

Summary Paramount Global faces challenges in its core business but shows strong growth potential in the streaming market, particularly with Paramount+ and other platforms. The company's merger with Skydance Investor Group will bring significant capital, though it will reduce shareholders' influence, making it a speculative 'buy' candidate. Despite a revenue decline, Paramount Global exceeded analysts' estimates for Q1 2025, with notable growth in its Direct-to-Consumer segment and improved net income. The merger's completion will provide up to $6 billion in cash, aiding debt reduction and long-term streaming investments, despite some regulatory and labor concerns. Read the full article on Seeking Alpha
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新しいナラティブ • Apr 24

Direct-to-consumer Transformation Will Unlock Digital Media Opportunities

Paramount's D2C growth and content expansion are set to enhance revenue, profitability, and global market share with strategic partnerships for stability.
Seeking Alpha • Feb 14

Paramount: Extremely Attractive Arbitrage Play Into $15 Class-B Offer

Summary Paramount Global Class-B shares are undervalued at $10.64, with the obvious potential for a 40% return if the Skydance merger closes as planned in 2025 (on part of your position). The combination aims to transform the new Paramount into a more profitable entity, through debt reduction and asset sales, potentially boosting the share quote to $30-$40 over 2-3 years. Risks include the deal falling apart during an unexpected recession or the result of government regulatory roadblocks, but upside potential appears to significantly outweigh these risks. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

Paramount Global: Amid New Merger Doubts, New Avenues Of Profit Growth And Strong New Content

Summary Paramount's ongoing standoff with Nielsen could lead to significant savings, potentially boosting profit margins by several hundred million annually if they permanently cut ties. Despite challenges, Paramount's content operations, particularly in sports and streaming, remain competitive, with notable successes in viewership and original programming. The potential merger with Skydance and strategic moves, such as the possible sale of BET, could further shape Paramount's future and valuation, but aren't crucial to its success. I continue to rate Paramount a Buy, believing its valuable sports contracts and content portfolio make it significantly undervalued at its current market price. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Paramount: Subscriber Price Increases Cited As Bullish Is Not Enough In Measuring Streamer Success

Summary Analysts' bullish views on subscription price hikes for streamers overlook potential consumer backlash and market saturation, indicating overconfidence in sustained growth. The streaming sector is stabilizing, with Netflix leading in market share and content diversity, while Disney and Warner Bros. Discovery follow with price hikes. Major tech companies like Amazon and Apple are poised to dominate the streaming market through mergers and partnerships, avoiding direct competition in standard genres. Investors should be cautious about celebrating price hikes as a core success factor in earnings reports, considering potential churn and long-term consequences. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Paramount Is A Bargain For Investors Wanting To Partner With Ellisons

Summary Paramount stock presents a significant opportunity for investors due to the Ellison family's acquisition and the potential for a 42% price increase. The deal undervalues PARA, but shareholders can opt to sell at $15/share, a 42% premium, effectively an accelerated share repurchase. Paramount's merger with Skydance, backed by the Ellisons' expertise and connections, positions it for substantial growth and improved valuation. The combined company's robust asset base and creative prowess, along with better financials, make it a compelling long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Paramount: Skydance Merger Set To Unlock Hidden Asset Value

Summary Paramount shareholders can gain a ~36% return by tendering shares at $15 or holding for potential further upside with new ownership. Paramount's valuable assets, despite past mismanagement, offer significant upside potential with strategic realignment and possible divestitures under new ownership. Paramount assets could be worth at least $35 billion, or ~$20 per pro forma share, after the deal closes. Paramount remains undervalued, and the $15-a-share exit option provides a potential safety net while awaiting potential improvements and strategic moves. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Paramount Global: A Lot Of Uncertainties, But There's Value To Be Had

Summary Paramount Global is undervalued with a price/book ratio of 0.43, despite its well-known brands and extensive film and TV library. PARA's current ratio of 1.3 indicates a good cash position and manageable debt, essential amid near-term GAAP losses. The Company's profitability declined in 2023 due to falling ad revenue and streaming losses, but estimates suggest a return to profitability with a P/E ratio of 6.91. The potential Skydance merger offers solid returns, but even without it, Paramount's expected profitability and modest dividend make it a buy with caution. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07

Paramount: Putting Out A Forest Fire With A Squirt Gun Won't Work Anymore

Summary The Skydance deal for Para is closing, with Larry Ellison taking control, promising significant restructuring and potential spin-offs to revitalize the company. Para's recent asset sales and cash pile build-up are positive, but long-term debt and cash burn remain concerns until Skydance's $1.5B infusion. Larry Ellison's leadership and vision are expected to drive major structural changes, with potential spin-offs like Para Studios offering viable standalone business prospects. Read the full article on Seeking Alpha
Seeking Alpha • Aug 19

Paramount: Melting Ice Cube

Summary Paramount Global is too focused on cutting costs and merging operations, while the business is melting away. The DTC business has seen growth come to a crawl at only 13%, limiting future growth opportunities for short-term adjusted profits. The Skydance Media merger does not address Paramount's shrinking business, making the stock a value trap with limited upside potential. The stock has become a value trap with declining sales in a competitive streaming media field and an unpopular merger in the works. Read the full article on Seeking Alpha
Seeking Alpha • Jul 17

Paramount Global: Downgrading Amid A Complex Skydance Merger

Summary Paramount stock previously had a strong buy rating due to upcoming profitability milestones in streaming, cash cow linear business, and undervalued assets. Recent events, including a complex merger with Skydance and lack of CEO, have led to a downgrade to hold. Skydance and Paramount merger deal details include significant dilution for existing shareholders, but potential for new leadership to drive value creation. Read the full article on Seeking Alpha
Seeking Alpha • Jul 10

Paramount Global: A Preview Of What Is Likely To Come

Summary Paramount Global is to be sold to consortium of investors, though the Class B shares are trading well below buyout price even after the announcement. This will create a larger entertainment firm that the acquirer believes will be capable of significant cost-savings and modest growth. There appears to be some upside for Class B holders from here, though uncertainty does exist. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:PARA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202728,8179599331,38615
12/31/202628,7549488381,24921
12/31/202528,55857449473820
6/30/202528,756-19507772N/A
3/31/202528,720-5,489403672N/A
12/31/202429,213-6,218489752N/A
9/30/202428,867-6,0057621,028N/A
6/30/202429,269-5,7689071,195N/A
3/31/202430,072-7428051,113N/A
12/31/202329,652-1,342147475N/A
9/30/202330,145-1,523-419-76N/A
6/30/202329,928-1,617-1,120-773N/A
3/31/202330,091-887-933-556N/A
12/31/202230,154667-139219N/A
9/30/202230,0232,867-724-373N/A
6/30/202229,7173,178-614-247N/A
3/31/202228,5023,815-717-373N/A
12/31/202128,5864,337599953N/A
9/30/202127,4603,1121,0361,381N/A
6/30/202126,6873,2302,6032,934N/A
3/31/202126,1982,7033,3263,661N/A
12/31/202025,2852,3051,9702,294N/A
9/30/202024,4681,1471,8022,106N/A
6/30/202025,3291,2058581,192N/A
3/31/202026,3971,723328657N/A
12/31/201926,9983,1688851,230N/A
9/30/201937,7015,5673,4693,973N/A
6/30/201934,2665,4293,1783,610N/A
3/31/201930,5894,858N/A3,676N/A
12/31/201826,4253,320N/A3,464N/A
9/30/201814,4111,439N/A1,080N/A
6/30/201814,3191,369N/A992N/A
3/31/201814,1101,366N/A885N/A
12/31/201726,5353,268N/A2,439N/A
9/30/201713,2891,540N/A1,366N/A
6/30/201713,2021,588N/A1,372N/A
3/31/201712,9211,564N/A1,376N/A
12/31/201613,1661,552N/A1,685N/A
9/30/201612,3431,683N/A2,077N/A
6/30/201612,5161,643N/A1,782N/A
3/31/201612,7591,602N/A2,005N/A
12/31/201512,6711,554N/A1,394N/A
9/30/201513,6571,554N/A1,610N/A
6/30/201513,7671,200N/A1,514N/A
3/31/201513,7361,286N/A1,191N/A
12/31/201412,5191,151N/A1,275N/A
9/30/201413,6961,374N/A841N/A

アナリストによる今後の成長予測

収入対貯蓄率: PARAは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.1% ) よりも高い成長率であると考えられます。

収益対市場: PARA今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: PARA今後 3 年以内に収益を上げることが予想されます。

収益対市場: PARAの収益 ( 1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: PARAの収益 ( 1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PARAの 自己資本利益率 は、3年後には低くなると予測されています ( 6.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2025/08/09 07:12
終値2025/08/06 00:00
収益2025/06/30
年間収益2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドや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

Paramount Skydance Corporation 21 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。53

アナリスト機関
Pierre-Marie D'OrnanoArete Research Services LLP
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company