Vivendi 향후 성장
Future 기준 점검 3/6
Vivendi (는) 각각 연간 45.5% 및 1.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 42.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 2.9% 로 예상됩니다.
핵심 정보
45.5%
이익 성장률
42.71%
EPS 성장률
| Entertainment 이익 성장 | 59.4% |
| 매출 성장률 | 1.8% |
| 향후 자기자본이익률 | 2.92% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 22 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 28
VIV: Luxury Media Expansion And Buybacks Will Support Future Earnings Power
Vivendi's updated analyst price targets have shifted by €0.30 overall as analysts fine tune their expectations following a series of small target raises and cuts that reflect revised assumptions on fair value, discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on Vivendi shows a mix of higher and lower price targets, with the net €0.30 shift reflecting how closely analysts are recalibrating their views on valuation, execution and earnings power.
내러티브 업데이트 • Apr 13
VIV: Cooler Outlook And Buyback Plan Will Shape Near Term
Narrative Update on Vivendi The analyst price target for Vivendi has been reduced from €2.80 to €2.20, with analysts pointing to updates in fair value estimates, a higher discount rate, and revised expectations for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Vivendi reflects a more cautious tone, with several bearish analysts trimming price targets in quick succession.
내러티브 업데이트 • Mar 30
VIV: Future Returns Will Reflect Moderated Expectations And Ongoing Share Repurchase Support
Narrative Update The updated analyst price target for Vivendi has edged lower by about €0.60, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, a marginally firmer profit margin outlook, and a small adjustment to the future P/E multiple. Analyst Commentary Recent research points to a slightly more cautious stance on Vivendi, with updated price targets reflecting a reassessment of both execution risks and longer term growth potential.내러티브 업데이트 • Mar 16
VIV: Future Returns Will Benefit From Repriced Earnings Multiple Assumptions
Analysts have trimmed their Vivendi price target from €3.16 to €2.66 as they factor in a higher discount rate, adjust profit margin expectations lower, and apply a much higher future P/E multiple in their valuation work. Valuation Changes Fair Value: revised from €3.16 to €2.66, reflecting a lower central estimate for the shares.내러티브 업데이트 • Dec 20
VIV: Stronger Margins Will Support Upgraded Earnings Power And Upside Potential
Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts point to slightly faster expected revenue growth, significantly stronger profit margins, and a lower assumed future P/E multiple to support the revised fair value. Analyst Commentary Recent updates from bullish analysts signal growing confidence in Vivendi's earnings power and strategic execution, even as the nominal change in the price target appears modest.내러티브 업데이트 • Dec 06
VIV: Long-Term Returns Will Benefit From Lower Perceived Cash Flow Risk
Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts cite a slightly lower discount rate and marginally improved long term valuation assumptions, despite only negligible changes to revenue growth and profitability forecasts. Analyst Commentary Recent research updates highlight a nuanced view of Vivendi, with modest target changes but a consistent positive stance on the shares.내러티브 업데이트 • Nov 22
VIV: Long-Term Returns Will Remain Resilient Despite Price Estimate Revisions
Vivendi’s fair value price target has been reduced from €3.55 to €3.20. Analysts cite modestly slower revenue growth and a higher discount rate as reasons for the revision.내러티브 업데이트 • Aug 07
Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders
Vivendi's fair value estimate has seen a marginal upward revision, as both the consensus analyst price target and future P/E multiple remain essentially unchanged. What's in the News The European Commission has formally accused Vivendi of breaching EU merger rules during its takeover of Lagardère, specifically for implementing the transaction prior to notifying regulators and obtaining necessary approvals.
새로운 내러티브 • Mar 09
Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders
Transformation and restructuring through asset spin-offs aim to unlock value, enhancing revenue and earnings as Vivendi focuses on listed investments.분석 기사 • Apr 24
Vivendi SE (EPA:VIV) Could Be Riskier Than It Looks
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Media industry in France, you could be forgiven...분석 기사 • Apr 05
Here's Why Vivendi (EPA:VIV) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 15
The Strong Earnings Posted By Vivendi (EPA:VIV) Are A Good Indication Of The Strength Of The Business
Even though Vivendi SE's ( EPA:VIV ) recent earnings release was robust, the market didn't seem to notice. Our analysis...분석 기사 • Mar 02
When Should You Buy Vivendi SE (EPA:VIV)?
Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...분석 기사 • Jan 08
Are Investors Undervaluing Vivendi SE (EPA:VIV) By 32%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Vivendi fair value estimate is €14.48 Vivendi is estimated to...분석 기사 • Dec 14
Vivendi (EPA:VIV) Seems To Use Debt Quite Sensibly
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 • Nov 23
When Should You Buy Vivendi SE (EPA:VIV)?
While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it had a relatively subdued couple...분석 기사 • Sep 08
Vivendi SE's (EPA:VIV) Intrinsic Value Is Potentially 39% Above Its Share Price
Key Insights Vivendi's estimated fair value is €11.32 based on 2 Stage Free Cash Flow to Equity Vivendi is estimated to...분석 기사 • Aug 17
These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jul 30
Is It Time To Consider Buying Vivendi SE (EPA:VIV)?
Vivendi SE ( EPA:VIV ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Apr 14
Vivendi (EPA:VIV) Has A Pretty Healthy Balance Sheet
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 • Feb 06
Should You Think About Buying Vivendi SE (EPA:VIV) Now?
Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock saw a decent share...분석 기사 • Dec 11
Estimating The Fair Value Of Vivendi SE (EPA:VIV)
How far off is Vivendi SE ( EPA:VIV ) from its intrinsic value? Using the most recent financial data, we'll take a look...분석 기사 • Oct 28
At €8.34, Is It Time To Put Vivendi SE (EPA:VIV) On Your Watch List?
While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...분석 기사 • Sep 15
These 4 Measures Indicate That Vivendi (EPA:VIV) 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 • Aug 25
Estimating The Intrinsic Value Of Vivendi SE (EPA:VIV)
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vivendi SE ( EPA:VIV...분석 기사 • Jul 14
Is Now An Opportune Moment To Examine Vivendi SE (EPA:VIV)?
While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...분석 기사 • May 27
We Think Vivendi (EPA:VIV) Can Manage Its Debt With Ease
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Mar 07
Should You Investigate Vivendi SE (EPA:VIV) At €10.75?
Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...분석 기사 • Dec 02
Vivendi (EPA:VIV) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 324 | 107 | 94 | 98 | 5 |
| 12/31/2027 | 315 | 83 | 95 | 99 | 6 |
| 12/31/2026 | 308 | 53 | 73 | 77 | 6 |
| 12/31/2025 | 307 | 18 | -68 | -65 | N/A |
| 6/30/2025 | 308 | -240 | 1,161 | 1,165 | N/A |
| 3/31/2025 | 303 | -267 | 1,499 | 1,503 | N/A |
| 12/31/2024 | 297 | -183 | 1,837 | 1,840 | N/A |
| 9/30/2024 | -1,977 | -101 | 1,674 | 1,589 | N/A |
| 6/30/2024 | -4,252 | -20 | 1,510 | 1,337 | N/A |
| 3/31/2024 | -1,970 | 96 | 1,221 | 1,137 | N/A |
| 12/31/2023 | 312 | 212 | 932 | 937 | N/A |
| 9/30/2023 | 5,038 | -395 | 514 | 716 | N/A |
| 6/30/2023 | 9,764 | -1,002 | 95 | 494 | N/A |
| 3/31/2023 | 9,680 | -857 | 213 | 605 | N/A |
| 12/31/2022 | 9,595 | -712 | 330 | 715 | N/A |
| 9/30/2022 | 9,224 | -440 | 603 | 994 | N/A |
| 6/30/2022 | 8,852 | -169 | 876 | 1,272 | N/A |
| 3/31/2022 | 8,785 | -399 | 1,038 | 1,455 | N/A |
| 12/31/2021 | 8,717 | -630 | 1,199 | 1,637 | N/A |
| 6/30/2021 | 5,486 | -652 | 856 | 1,230 | N/A |
| 3/31/2021 | 7,077 | -291 | 855 | 1,228 | N/A |
| 12/31/2020 | 8,668 | 69 | 853 | 1,226 | N/A |
| 9/30/2020 | 16,106 | 1,630 | 1,215 | 1,648 | N/A |
| 6/30/2020 | 16,121 | 1,820 | 1,642 | 2,069 | N/A |
| 3/31/2020 | 16,010 | 1,702 | 1,249 | 1,669 | N/A |
| 12/31/2019 | 15,898 | 1,583 | 855 | 1,268 | N/A |
| 9/30/2019 | 15,354 | 1,033 | N/A | 1,132 | N/A |
| 6/30/2019 | 14,809 | 482 | N/A | 996 | N/A |
| 3/31/2019 | 14,371 | 305 | N/A | 1,092 | N/A |
| 1/1/2019 | 13,932 | 127 | N/A | 1,187 | N/A |
| 10/1/2018 | 14,076 | 963 | N/A | 1,612 | N/A |
| 6/30/2018 | 13,532 | 1,205 | N/A | 1,386 | N/A |
| 3/31/2018 | 13,093 | 1,198 | N/A | 1,923 | N/A |
| 1/1/2018 | 12,518 | 1,216 | N/A | 1,690 | N/A |
| 9/30/2017 | 11,753 | 458 | N/A | 987 | N/A |
| 6/30/2017 | 11,237 | 499 | N/A | 987 | N/A |
| 3/31/2017 | 10,991 | 474 | N/A | 427 | N/A |
| 12/31/2016 | 10,819 | 1,236 | N/A | 658 | N/A |
| 9/30/2016 | 10,859 | 1,322 | N/A | 774 | N/A |
| 6/30/2016 | 10,711 | 900 | N/A | 622 | N/A |
| 3/31/2016 | 10,761 | 1,546 | N/A | 282 | N/A |
| 12/31/2015 | 10,762 | 699 | N/A | 240 | N/A |
| 9/30/2015 | 10,586 | -114 | N/A | 758 | N/A |
| 6/30/2015 | 10,478 | 353 | N/A | 1,630 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VIV 의 연간 예상 수익 증가율(45.5%)이 saving rate(2.5%)보다 높습니다.
수익 vs 시장: VIV 의 연간 수익(45.5%)이 French 시장(12.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VIV 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: VIV 의 수익(연간 1.8%)이 French 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: VIV 의 수익(연간 1.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VIV의 자본 수익률은 3년 후 2.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 02:53 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Vivendi SE는 27명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Alvaro del Pozo Maroto | Banco de Sabadell. S.A. |
| Carlos Javier Treviño Peinador | Banco Santander |