TF1 SA

ENXTPA:TFI 주식 리포트

시가총액: €1.4b

TF1 경영진

경영진 기준 점검 3/4

TF1 CEO는 Rodolphe Belmer, Oct2022 에 임명되었습니다 의 임기는 3.58 년입니다. 총 연간 보상은 €2.61M, 35.3% 급여 및 64.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €10.14K 가치에 해당하는 회사 주식의 0.001% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.7 년과 4.6 년입니다.

핵심 정보

Rodolphe Belmer

최고경영자

€2.6m

총 보수

CEO 급여 비율35.27%
CEO 재임 기간3.6yrs
CEO 지분 보유율0.0007%
경영진 평균 재임 기간5.7yrs
이사회 평균 재임 기간4.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 02

TFI: Future P/E Reset Will Support Dividend Led Upside Potential

TF1's analyst price target has been reset lower from about €9.72 to €8.15 as analysts factor in reduced fair value estimates and lower future P/E assumptions, along with recent target cuts and a downgrade that reference the company's positioning in European media. Analyst Commentary Recent research points to a series of price target resets for TF1, with JPMorgan and other firms revising their views as they reassess valuation assumptions and sector risks.
내러티브 업데이트 Apr 17

TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating

Narrative Update on TF1 The analyst price target for TF1 has shifted to a range anchored by recent cuts from €12.40 to €9.90 and then to €9.60, as analysts factor in weaker relative positioning in European media and reassess valuation assumptions, including P/E expectations and margin sustainability. Analyst Commentary Recent Street research on TF1 highlights a mix of cautious and constructive views, with price targets shifting as analysts reassess the company’s positioning in European media and revisit assumptions around margins and P/E levels.
내러티브 업데이트 Apr 03

TFI: Dividend Commitment Will Face Pressure From Softer European Media Position

Analyst price targets on TF1 have been revised lower toward €7, with the shift reflecting a more cautious view on the group's position in European media and its earnings outlook, as highlighted in recent research downgrades and target cuts. Analyst Commentary Recent research on TF1 has shifted toward a more cautious tone, with several bearish analysts reducing ratings and cutting price targets closer to €7.
내러티브 업데이트 Mar 20

TFI: Dividend Commitment And Overweight Rating Will Support Bullish Re Rating

Analysts have trimmed their fair value estimate for TF1 to €10.00 from €12.40, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research on TF1 has shifted more cautious overall, with cuts to fair value and ratings.
내러티브 업데이트 Mar 05

TFI: Dividend Pledge Will Be Tested By Softer Media Positioning

TF1's analyst price target has shifted down to around €7, with analysts pointing to the stock's weaker relative positioning in European media, as well as updated assumptions on revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent research updates on TF1 have leaned more cautious, with several bearish analysts cutting price targets and reassessing where the shares should trade relative to the broader European media peer group.
내러티브 업데이트 Feb 19

TFI: Dividend Commitment Will Face Test From Softer Margins And Advertising Risks

Analysts have trimmed their price target on TF1 from €7.90 to €7.30, citing weaker assumptions for revenue growth and profit margins, along with a higher expected P/E multiple. Analyst Commentary Bearish analysts are turning more cautious on TF1, with at least one research house moving to a more negative stance on the shares and cutting its price target.
내러티브 업데이트 Feb 05

TFI: Higher Future P/E Will Support Repriced Earnings Upside Potential

Analysts have trimmed their fair value estimate for TF1 from €10.13 to €9.72, pointing to softer revenue expectations, a lower projected profit margin, and a higher future P/E multiple as key drivers behind the reduced price target. Analyst Commentary Bullish Takeaways Bullish analysts still see support for TF1's revised fair value of €9.72, suggesting that the current valuation already reflects softer revenue expectations and tighter profit assumptions.
내러티브 업데이트 Jan 22

TFI: Higher Future P/E Assumptions Will Drive Bullish Re Rating

Analysts have trimmed their price target on TF1 to €12.40, reflecting updated assumptions for slightly lower revenue growth, a meaningfully lower profit margin profile, and a higher future P/E multiple, in part following more cautious recent research commentary on the shares. Analyst Commentary Recent research has grown more cautious on TF1, with some price targets adjusted to reflect expectations for softer revenue trends and profitability.
내러티브 업데이트 Jan 08

TFI: Stable Assumptions And P/E Will Support Bullish Upside Potential

Analysts have kept their TF1 price target broadly steady at about €10.13, reflecting only marginal tweaks to assumptions on revenue growth, profit margins and future P/E that do not materially change their overall view of the shares. Valuation Changes Fair Value: Kept unchanged at about €10.13 per share, indicating no revision to the central valuation estimate.
내러티브 업데이트 Dec 24

TFI: Margin Upside And Cost Control Will Drive Bullish Re-Rating

Analysts have nudged their fair value estimate for TF1 down slightly to EUR 12.40 from EUR 13.50, despite a higher EUR 13.70 Street price target. This reflects modestly softer long term revenue growth assumptions, partly offset by a slightly improved profit margin outlook and a lower future P E multiple.
분석 기사 Dec 12

We Think TF1 (EPA:TFI) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Dec 10

TFI: Raised EUR 13.70 Outlook Will Rely On Stronger Cash Generation

Analysts have modestly raised their fair value estimate for TF1 to EUR 13.70 from EUR 13.50, reflecting slightly higher long term valuation expectations despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent commentary has highlighted a cautiously constructive stance on TF1.
분석 기사 Nov 02

Analysts Have Made A Financial Statement On TF1 SA's (EPA:TFI) Third-Quarter Report

Shareholders might have noticed that TF1 SA ( EPA:TFI ) filed its quarterly result this time last week. The early...
분석 기사 Aug 27

Should You Think About Buying TF1 SA (EPA:TFI) Now?

While TF1 SA ( EPA:TFI ) might not have the largest market cap around , it saw significant share price movement during...
분석 기사 Jul 22

TF1 (EPA:TFI) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Apr 11

TF1 (EPA:TFI) Is Paying Out A Larger Dividend Than Last Year

The board of TF1 SA ( EPA:TFI ) has announced that it will be paying its dividend of €0.60 on the 28th of April, an...
분석 기사 Mar 26

There Is A Reason TF1 SA's (EPA:TFI) Price Is Undemanding

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
분석 기사 Mar 08

Is It Time To Consider Buying TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in the...
분석 기사 Feb 18

TF1 SA (EPA:TFI) Annual Results: Here's What Analysts Are Forecasting For This Year

Investors in TF1 SA ( EPA:TFI ) had a good week, as its shares rose 3.7% to close at €8.07 following the release of its...
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새로운 내러티브 Feb 08

Upcoming Releases From Newen Studios Will Broaden Content Offerings And Reach In The Future

TF1+'s growth in digital advertising and content expansion is set to boost revenue and enhance geographic reach.
분석 기사 Nov 07

TF1's (EPA:TFI) Performance Is Even Better Than Its Earnings Suggest

TF1 SA's ( EPA:TFI ) earnings announcement last week was disappointing for investors, despite the decent profit...
분석 기사 Nov 02

TF1 SA (EPA:TFI) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Last week, you might have seen that TF1 SA ( EPA:TFI ) released its third-quarter result to the market. The early...
분석 기사 Jul 28

Analysts Are Updating Their TF1 SA (EPA:TFI) Estimates After Its Half-Yearly Results

Last week saw the newest half-year earnings release from TF1 SA ( EPA:TFI ), an important milestone in the company's...
분석 기사 Mar 20

We Think TF1's (EPA:TFI) Solid Earnings Are Understated

TF1 SA's ( EPA:TFI ) recent earnings report didn't offer any surprises, with the shares unchanged over the last week...
분석 기사 Feb 24

TF1 (EPA:TFI) Is Increasing Its Dividend To €0.55

TF1 SA ( EPA:TFI ) will increase its dividend from last year's comparable payment on the 24th of April to €0.55. This...
분석 기사 Feb 18

TF1 SA (EPA:TFI) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Shareholders of TF1 SA ( EPA:TFI ) will be pleased this week, given that the stock price is up 12% to €8.74 following...
분석 기사 Jan 27

TF1 SA's (EPA:TFI) Shares Not Telling The Full Story

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
분석 기사 Jan 09

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth of 15% on the ENXTPA over...
분석 기사 Oct 26

These 4 Measures Indicate That TF1 (EPA:TFI) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Sep 28

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth in the teens level on the...
분석 기사 Jun 22

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

While TF1 SA ( EPA:TFI ) might not be the most widely known stock at the moment, it received a lot of attention from a...
분석 기사 May 07

TF1 (EPA:TFI) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Apr 05

Télévision Française 1 Société anonyme's (EPA:TFI) Upcoming Dividend Will Be Larger Than Last Year's

Télévision Française 1 Société anonyme's ( EPA:TFI ) dividend will be increasing from last year's payment of the same...
분석 기사 Mar 09

Is It Time To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it saw a double-digit...
분석 기사 Feb 18

Télévision Française 1 Société anonyme (EPA:TFI) Is Increasing Its Dividend To €0.50

Télévision Française 1 Société anonyme ( EPA:TFI ) has announced that it will be increasing its dividend from last...
분석 기사 Jan 05

Are Investors Undervaluing Télévision Française 1 Société anonyme (EPA:TFI) By 28%?

Key Insights Télévision Française 1 Société anonyme's estimated fair value is €10.3 based on 2 Stage Free Cash Flow to...
분석 기사 Oct 19

What Does Télévision Française 1 Société anonyme's (EPA:TFI) Share Price Indicate?

Télévision Française 1 Société anonyme ( EPA:TFI ), might not be a large cap stock, but it received a lot of attention...
분석 기사 Sep 28

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jul 03

When Should You Buy Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
분석 기사 Jun 12

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Mar 26

Should You Investigate Télévision Française 1 Société anonyme (EPA:TFI) At €9.11?

While Télévision Française 1 Société anonyme ( EPA:TFI ) might not be the most widely known stock at the moment, it saw...
분석 기사 Mar 03

Is Télévision Française 1 Société anonyme (EPA:TFI) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Dec 21

Is It Too Late To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
분석 기사 Nov 29

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Nov 11

Télévision Française 1 Société anonyme's (EPA:TFI) Intrinsic Value Is Potentially 65% Above Its Share Price

In this article we are going to estimate the intrinsic value of Télévision Française 1 Société anonyme ( EPA:TFI ) by...

CEO 보수 분석

Rodolphe Belmer의 보수는 TF1의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€142m

Dec 31 2025€3m€920k

€153m

Sep 30 2025n/an/a

€183m

Jun 30 2025n/an/a

€188m

Mar 31 2025n/an/a

€191m

Dec 31 2024€3m€920k

€206m

Sep 30 2024n/an/a

€198m

Jun 30 2024n/an/a

€187m

Mar 31 2024n/an/a

€194m

Dec 31 2023€3m€920k

€192m

Sep 30 2023n/an/a

€165m

Jun 30 2023n/an/a

€151m

Mar 31 2023n/an/a

€170m

Dec 31 2022€1m€212k

€176m

보상 대 시장: Rodolphe의 총 보수(USD3.03M)는 French 시장에서 비슷한 규모 기업의 평균(USD1.37M)보다 높습니다.

보상과 수익: Rodolphe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Rodolphe Belmer (56 yo)

3.6yrs
재임 기간
€2,608,720
보수

Mr. Rodolphe Belmer serves as Chief Executive Officer of TF1 SA (Formerly, Télévision Française 1 Société anonyme) since October 27, 2022 and also serves as its Chairman of the Board since February 13, 202...


리더십 팀

이름직위재임 기간보수지분
Rodolphe Belmer
CEO & Chairman of the Board3.6yrs€2.61m0.00071%
€ 10.1k
Philippe Denery
Executive Vice President of Finance & Procurement10.3yrs데이터 없음데이터 없음
Raphaelle Deflesselle
Head of Technologies & Information Systems3yrs데이터 없음데이터 없음
Stéphane Feist
Head of Financial Communication and Investor Relationsno data데이터 없음데이터 없음
Julie Burguburu
General Counsel3.3yrs데이터 없음데이터 없음
Anne-Gabrielle Dauba-Pantanacce
Chief Communications & Brand Officer1.3yrs데이터 없음데이터 없음
Valerie Languille
Executive Vice President of Human Resources & CSR3.7yrs데이터 없음데이터 없음
Ara Aprikian
Executive Vice President of Content10.3yrs데이터 없음데이터 없음
Thierry Thuillier
Executive Vice President of News8.7yrs데이터 없음데이터 없음
Olivia Papon
Head of International Advertisingno data데이터 없음데이터 없음
Peggy Gouvello
Head of External Relations7.9yrs데이터 없음데이터 없음
Christophe Sommet
Head of Special Features Channels7.7yrs데이터 없음데이터 없음
5.7yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 관리: TFI의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.7 년).


이사회 구성원

이름직위재임 기간보수지분
Rodolphe Belmer
CEO & Chairman of the Board3.3yrs€2.61m0.00071%
€ 10.1k
Romain Bessi
CEO of Newen Studios & Chairman of Newen Groupno data데이터 없음데이터 없음
Orla Noonan
Independent Director4.1yrs€60.00k0.0014%
€ 20.4k
Olivier Roussat
Non-Independent Director13.1yrs€40.00k0.000050%
€ 714.3
Didier Casas
Non-Voting Directorno data데이터 없음0.010%
€ 149.0k
Marie Pic-Paris Allavena
Independent Director7.1yrs€50.00k0.00024%
€ 3.4k
Sophie Talamoni
Employee Representative Non-Independent Director12.1yrs€40.00k0%
€ 0
Coralie Piton
Independent Director1.1yrs€50.16k0.00024%
€ 3.4k
Cyril Bouygues
Directorless than a year데이터 없음데이터 없음
Charlotte Bouygues
Representative Director6yrs€30.00k데이터 없음
Marie-Aude Morel
Employee Shareholder Representative Director5.1yrs€40.00k0%
€ 0
Yoann Saillon
Employee Representative Director2.1yrs€40.00k0.000010%
€ 142.9
4.6yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 이사회: TFI의 이사회경험이 있음으로 간주됩니다(평균 재임 4.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 16:56
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

TF1 SA는 22명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
JULIEN ROCHBarclays
Christophe CherblancBernstein
Annick MaasBernstein