View ValuationFDJ United 향후 성장Future 기준 점검 3/6FDJ United (는) 각각 연간 17.3% 및 3.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 68.1% 로 예상됩니다.핵심 정보17.3%이익 성장률21.14%EPS 성장률Hospitality 이익 성장18.6%매출 성장률3.5%향후 자기자본이익률68.08%애널리스트 커버리지Good마지막 업데이트01 Jun 2026최근 향후 성장 업데이트공시 • Oct 16FDJ United Provides Earnings Guidance for the Fourth Quarter and Full Year 2025FDJ United provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company anticipates a slight decline in revenue compared to the fourth quarter of 2024. For the year, the company expects Revenue to exceed 3.7 billion.모든 업데이트 보기Recent updates공시 • Apr 25FDJ United Approves Board ChangesAt the Annual Ordinary and Extraordinary Shareholders’ Meeting held on 23 April 2026, the Board of FDJ United approved the appointment, upon proposal by the French State, of Mr. François Marion as director for a period of four years, replacing Mr. Didier Trutt whose term of office had expired.공시 • Apr 24FDJ United Approves Dividend for the Financial Year Ended 31 December 2025, Payable on 30 April, 2026At the Annual Ordinary and Extraordinary Shareholders’ Meeting held on 23 April 2026, the Board of FDJ United approved dividend of €2.10 per share for the financial year ended 31 December 2025, to be paid on 30 April.공시 • Apr 23+ 1 more updateFDJ UNITED Announces Chief Financial Officer ChangesFDJ UNITED has announced the appointment of Dan Lévy as Chief Financial Officer starting May 18, 2026. Mr. Lévy will take over this role from Pascal Chaffard, who has been appointed Chief Online Betting and Gaming Officer as well as Group Strategy and Operational Transformation Officer at FDJ UNITED. Mr. Lévy previously served as Chief Financial Officer of the Ipsos group. He spent the early part of his career at the French Ministry for the Economy and Finance, within the Directorate General of the Treasury and then the Directorate of the Budget. From 2005 to 2007, Mr. Lévy was seconded to the UK Treasury as an economist. He joined Société Générale in 2010, first at the General Inspectorate and then as a senior banker, before leading a business center for major companies. He was appointed Chief Financial Officer of the Ipsos group in 2022. Mr. Lévy is a graduate of France’s École Polytechnique, École Nationale de la Statistique et de l’Administration Économique (ENSAE) and Institut d’Études Politiques (IEP, or Sciences Po) Paris.Upcoming Dividend • Apr 21Upcoming dividend of €2.10 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 30 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.0%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.6%).공시 • Feb 24FDJ United, Annual General Meeting, Apr 23, 2026FDJ United, Annual General Meeting, Apr 23, 2026.New Risk • Feb 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 154% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (154% net debt to equity). Dividend is not well covered by earnings (221% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.95 (vs €2.16 in FY 2024)Full year 2025 results: EPS: €0.95 (down from €2.16 in FY 2024). Revenue: €3.68b (up 20% from FY 2024). Net income: €175.9m (down 56% from FY 2024). Profit margin: 4.8% (down from 13% in FY 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.공시 • Feb 19+ 2 more updatesFDJ United Announces Executive ChangesFDJ UNITED made changes to its Executive Committee, with the appointment of Pascal Chaffard as Chief Online Betting and Gaming Officer as well as Group Strategy and Operational Transformation Officer, and Celia Verot as General Secretary. Currently Chief Financial Officer, Strategy and Performance leader, Pascal Chaffard is taking over as head of the Online Betting and Gaming business unit. Pascal Chaffard will also be responsible for the Group's strategy and operational transformation. As Chief Online Betting and Gaming Officer, Nils Andén has overseen Kindred's integration into the Group since October 2024; he is leaving the company to pursue new projects. The appointment of the new CFO will be announced at the end of the recruitment process currently under way. In addition, Celia Verot, who joined FDJ UNITED in 2024 as Chief Regulatory Officer, was appointed General Secretary, General Counsel and Chief Regulatory Officer for the Group on 1 January.공시 • Nov 19FDJ United to Report First Half, 2026 Results on Jul 29, 2026FDJ United announced that they will report first half, 2026 results on Jul 29, 2026공시 • Oct 16FDJ United Provides Earnings Guidance for the Fourth Quarter and Full Year 2025FDJ United provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company anticipates a slight decline in revenue compared to the fourth quarter of 2024. For the year, the company expects Revenue to exceed 3.7 billion.공시 • Oct 15+ 1 more updateFDJ United to Report Fiscal Year 2025 Results on Feb 19, 2026FDJ United announced that they will report fiscal year 2025 results Pre-Market on Feb 19, 2026Reported Earnings • Aug 01First half 2025 earnings released: EPS: €0.73 (vs €1.15 in 1H 2024)First half 2025 results: EPS: €0.73 (down from €1.15 in 1H 2024). Revenue: €1.87b (up 31% from 1H 2024). Net income: €135.7m (down 36% from 1H 2024). Profit margin: 7.3% (down from 15% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.2% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (118% net debt to equity). Dividend is not well covered by earnings (105% payout ratio). Profit margins are more than 30% lower than last year (9.2% net profit margin).공시 • Jul 09+ 1 more updateFDJ United has filed a Follow-on Equity Offering.FDJ United has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 6,110,156 Transaction Features: Subsequent Direct Listing공시 • May 23+ 1 more updateFDJ United approves dividend, payable on 3 June 2025FDJ United at its Combined General Meeting of 22 May 2025 approved the payment of a dividend of €2.05 per share to be paid on 3 June 2025.Upcoming Dividend • May 20Upcoming dividend of €2.05 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 03 June 2025. Payout ratio and cash payout ratio are on the higher end at 95% and 89% respectively. Trailing yield: 6.2%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.0%).Reported Earnings • May 02Full year 2024 earnings released: EPS: €2.16 (vs €2.23 in FY 2023)Full year 2024 results: EPS: €2.16 (down from €2.23 in FY 2023). Revenue: €3.07b (up 17% from FY 2023). Net income: €398.8m (down 6.2% from FY 2023). Profit margin: 13% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Apr 17FDJ United, Annual General Meeting, May 22, 2025FDJ United, Annual General Meeting, May 22, 2025. Location: 25 avenue victor cresson, issy les moulineaux FranceValuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €30.91, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.47 per share.New Risk • Mar 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 133% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (133% net debt to equity). Dividend is not well covered by earnings (95% payout ratio).Reported Earnings • Mar 08Full year 2024 earnings released: EPS: €2.16 (vs €2.23 in FY 2023)Full year 2024 results: EPS: €2.16 (down from €2.23 in FY 2023). Revenue: €3.07b (up 17% from FY 2023). Net income: €398.8m (down 6.2% from FY 2023). Profit margin: 13% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Mar 06+ 1 more updateLa Française Des Jeux Proposes Dividend, Payable on 3 June, 2025The Board of Directors of La Française des Jeux Société anonyme on 5 March 2025 proposed a dividend of €2.05 per share, an increase of 15%, representing a payout ratio of 77% of adjusted net profit, in line with Group practice. The dividend will be paid on 3 June, 2025. The ex-dividend date will be 27 May 2025, with a last trading day for the attached dividend on 26 May, 2025.공시 • Nov 21La Française des Jeux Société anonyme has filed a Follow-on Equity Offering.La Française des Jeux Société anonyme has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 4,073,436 Transaction Features: Subsequent Direct ListingBuy Or Sell Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock has risen 9.3% to €39.28. The fair value is estimated to be €49.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 6.5% in the next 2 years.공시 • Oct 31La Française des Jeux Société anonyme to Report First Half, 2025 Results on Jul 30, 2025La Française des Jeux Société anonyme announced that they will report first half, 2025 results on Jul 30, 2025공시 • Oct 17+ 1 more updateLa Française des Jeux Société anonyme to Report Fiscal Year 2024 Results on Mar 06, 2025La Française des Jeux Société anonyme announced that they will report fiscal year 2024 results Pre-Market on Mar 06, 2025Reported Earnings • Jul 28First half 2024 earnings released: EPS: €1.15 (vs €0.95 in 1H 2023)First half 2024 results: EPS: €1.15 (up from €0.95 in 1H 2023). Revenue: €1.43b (up 11% from 1H 2023). Net income: €212.7m (up 18% from 1H 2023). Profit margin: 15% (in line with 1H 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €33.29. The fair value is estimated to be €42.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.공시 • Apr 27+ 1 more updateLa Française des Jeux Société anonyme Approves Dividend, Payable as from 7 May 2024FDJ's Annual and Extraordinary Ordinary General Meeting held on 25 April 2024, approved payment of a dividend of €1.78 per share, which will be payable as from 7 May 2024.Upcoming Dividend • Apr 26Upcoming dividend of €1.78 per shareEligible shareholders must have bought the stock before 03 May 2024. Payment date: 07 May 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.1%).Reported Earnings • Mar 26Full year 2023 earnings released: EPS: €2.23 (vs €1.61 in FY 2022)Full year 2023 results: EPS: €2.23 (up from €1.61 in FY 2022). Revenue: €2.62b (up 6.5% from FY 2022). Net income: €425.1m (up 38% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in the United Kingdom.New Risk • Mar 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Dividend is not well covered by cash flows (112% cash payout ratio).Declared Dividend • Feb 18Dividend increased to €1.78Dividend of €1.78 is 30% higher than last year. Ex-date: 3rd May 2024 Payment date: 7th May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 17Full year 2023 earnings released: EPS: €2.23 (vs €1.61 in FY 2022)Full year 2023 results: EPS: €2.23 (up from €1.61 in FY 2022). Revenue: €2.62b (up 6.5% from FY 2022). Net income: €425.1m (up 38% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom.공시 • Feb 15+ 1 more updateLa Française des Jeux Proposes Dividend, Payable on 7 May 2024La Française Des Jeux proposed a dividend of EUR 1.78 per share to the Shareholders’ Meeting of 25 April 2024, an increase of 30%, i.e. a payout ratio of 80% in line with the Group’s commitments. Payment will be made on 7 May 2024.Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €36.21. The fair value is estimated to be €45.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.공시 • Jan 23+ 1 more updateFDJ Reportedly Nears Roughly $2.5 Billion Deal for Kindred GroupLa Française des Jeux Société anonyme (ENXTPA:FDJ) is in talks to acquire Kindred Group plc (OM:KIND SDB) for around $2.5 billion, according to people familiar with the matter, in a deal that would create one of Europe’s biggest online gambling companies. A deal could be announced as soon as January 22, 2024, assuming talks don’t break down, the people said. It would follow calls for the possible sale of the Stockholm-listed company by Corvex Management, a New York activist investor headed by Keith Meister.공시 • Nov 21+ 1 more updateLa Française des Jeux Société anonyme to Report First Half, 2024 Results on Jul 25, 2024La Française des Jeux Société anonyme announced that they will report first half, 2024 results on Jul 25, 2024공시 • Nov 05La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of Premier Lotteries Ireland Limited from Teachers' Private Capital, An Post Limited and An Post Pension Fund.La Française des Jeux Société anonyme (ENXTPA:FDJ) signed an agreement to acquire Premier Lotteries Ireland Limited from Teachers' Private Capital, An Post Limited and An Post Pension Fund for an enterprise value of €350 million on July 27, 2023. The completion of this transaction remains subject to customary conditions precedent, including the Irish national lottery regulator's approval, which is expected to come in the second half of 2023.As on October 3, 2023, the Irish lottery regulator gave approval for the deal. The transaction is expected to be finalized in early November. Katherine Moir and Nicola Hemsley of Clifford Chance advised La Française and A&L Goodbody advised on certain Irish law aspects of the transaction. Andreas McConnell, Anna Hickey, Inez Cullen and Sean McElligott of Philip Lee Solicitors acted as legal advisors to the senior management team of Premier Lotteries Ireland. Richard Johnson, Helen Buchanan, Alex Potter and Deirdre Trapp from Freshfields Bruckhaus Deringer LLP acted as legal advisors to Teachers' Private Capital. Madeline McDonnell, Kate McKenna from Matheson Ormsby Prentice acted as legal advisors to An Post Limited in the transaction. La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of Premier Lotteries Ireland Limited from Teachers' Private Capital, An Post Limited and An Post Pension Fund on November 3, 2023.공시 • Oct 20+ 1 more updateLa Française des Jeux Société anonyme to Report Fiscal Year 2023 Results on Feb 15, 2024La Française des Jeux Société anonyme announced that they will report fiscal year 2023 results Pre-Market on Feb 15, 2024공시 • Oct 01La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of ZEturf Limited for enterprise value of €175 million.La Française des Jeux Société anonyme (ENXTPA:FDJ) entered into an agreement to acquire ZEturf Limited on November 17, 2022. The transaction puts the ZEturf group’s value at €175 million. Additional consideration may be paid depending on performance in 2023. The transaction will be accretive for the contribution margin of FDJ’s Sports Betting & Online Gaming BU from 2024. It is expected to close in the second half of 2023, once the conditions precedent have been met, including approval by the French Competition Authority. The ZEturf group has around a hundred employees and generated nearly €50 million in revenue in 2021. As of September 15, 2023, The Competition Authority authorizes the FDJ to buy ZEturf with some conditions. In this transaction Mayer Brown served as legal counsel and Messier Maris et Associés S.C.A as financial advisor to FDJ. Mark Lautier , Rachel Drago, Mark Abela, Ruth Vella, Catherine Baflast, Soledad Pascual, Arielle Ohayon-Cohen, Julie Givernaud, Stéphane Henrion, Ludivine Coupé, David Ferry, Victoria Muscat, Michael Borg, Aurélie Cluzel-d'Andlau, Pauline Guilbaud d'Humières, Inès Rivoallan, Mark Lautier, Ruth Vella and Stefania Marie Farrugia of PwC Société d'Avocats advised FDJ on the transaction. Sophie Cornette de Saint Cyr of Bredin Prat & Associes acted as legal advisor to shareholders of the ZEturf / ZEbet. Mayer Brown LLP acted as legal advisor to La Française des Jeux Société anonyme (ENXTPA:FDJ). La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of ZEturf Limited on September 29, 2023.Reported Earnings • Jul 31First half 2023 earnings released: EPS: €0.95 (vs €0.84 in 1H 2022)First half 2023 results: EPS: €0.95 (up from €0.84 in 1H 2022). Revenue: €1.29b (up 6.3% from 1H 2022). Net income: €181.0m (up 14% from 1H 2022). Profit margin: 14% (in line with 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in the United Kingdom.공시 • Jul 28+ 1 more updateLa Française des Jeux Société anonyme (ENXTPA:FDJ) signed an agreement to acquire Premier Lotteries Ireland Limited for an enterprise value of €350 million.La Française des Jeux Société anonyme (ENXTPA:FDJ) signed an agreement to acquire Premier Lotteries Ireland Limited for an enterprise value of €350 million on July 27, 2023. The completion of this transaction remains subject to customary conditions precedent, including the Irish national lottery regulator's approval, which is expected to come in the second half of 2023. Katherine Moir and Nicola Hemsley of Clifford Chance advised La Française and A&L Goodbody advised on certain Irish law aspects of the transaction.Upcoming Dividend • Apr 28Upcoming dividend of €1.37 per share at 3.5% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 09 May 2023. Payout ratio and cash payout ratio are on the higher end at 85% and 76% respectively. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.7%).Reported Earnings • Mar 22Full year 2022 earnings released: EPS: €1.61 (vs €1.54 in FY 2021)Full year 2022 results: EPS: €1.61 (up from €1.54 in FY 2021). Revenue: €2.46b (up 9.1% from FY 2021). Net income: €307.9m (up 4.7% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom.Reported Earnings • Feb 16Full year 2022 earnings released: EPS: €1.61 (vs €1.54 in FY 2021)Full year 2022 results: EPS: €1.61 (up from €1.54 in FY 2021). Revenue: €2.46b (up 9.1% from FY 2021). Net income: €307.9m (up 4.7% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in the United Kingdom.공시 • Nov 25La Française des Jeux Société anonyme to Report First Half, 2023 Results on Jul 27, 2023La Française des Jeux Société anonyme announced that they will report first half, 2023 results on Jul 27, 2023공시 • Oct 14La Française des Jeux Société anonyme to Report Fiscal Year 2022 Results on Feb 15, 2023La Française des Jeux Société anonyme announced that they will report fiscal year 2022 results at 9:00 AM, Central European Standard Time on Feb 15, 2023Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be €42.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 6.2% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €145.7m from profit in 1H 2021). Profit margin: (down from 14% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 2.3%, compared to a 27% growth forecast for the industry in the United Kingdom.Buying Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €40.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.Buying Opportunity • Jun 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €40.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.Upcoming Dividend • Apr 27Upcoming dividend of €1.24 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 04 May 2022. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.54 (up from €1.12 in FY 2020). Revenue: €2.26b (up 18% from FY 2020). Net income: €294.2m (up 38% from FY 2020). Profit margin: 13% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 3.0%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom.Reported Earnings • Aug 02First half 2021 earnings released: EPS €0.26 (vs €0.26 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.08b (up 27% from 1H 2020). Net income: €145.7m (up 190% from 1H 2020). Profit margin: 14% (up from 5.9% in 1H 2020). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측LSE:0A8B - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,946412631792912/31/20273,795364572723912/31/20263,661319496636912/31/20253,678176568837N/A9/30/20253,591249618894N/A6/30/20253,504322669950N/A3/31/20253,284360548764N/A12/31/20243,065399427577N/A9/30/20242,913428478611N/A6/30/20242,761457529644N/A3/31/20242,691441517637N/A12/31/20232,622425504629N/A9/30/20232,580377438561N/A6/30/20232,538330371492N/A3/31/20232,499319337449N/A12/31/20222,461308302406N/A9/30/20222,424308364461N/A6/30/20222,386308426516N/A3/31/20222,321301477560N/A12/31/20212,256294527603N/A9/30/20212,204302586658N/A6/30/20212,153309644714N/A3/31/20212,036261439703N/A12/31/20201,920214234693N/A9/30/20201,89015156515N/A6/30/20201,86087-121337N/A3/31/20201,9081108271N/A12/31/20191,956133138205N/A9/30/20191,903152N/A230N/A6/30/20191,850172N/A256N/A3/31/20191,826171N/A250N/A12/31/20181,803170N/A245N/A12/31/20171,762181N/A292N/A12/31/20161,696176N/A-78N/A12/31/20151,649159N/A89N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0A8B 의 연간 예상 수익 증가율(17.3%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0A8B 의 연간 수익(17.3%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0A8B 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0A8B 의 수익(연간 3.5%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0A8B 의 수익(연간 3.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0A8B의 자본 수익률은 3년 후 68.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 16:22종가2026/06/09 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스FDJ United는 17명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sabrina BlancBernsteinJaafar MestariBNP ParibasKiranjot GrewalBofA Global Research14명의 분석가 더 보기
공시 • Oct 16FDJ United Provides Earnings Guidance for the Fourth Quarter and Full Year 2025FDJ United provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company anticipates a slight decline in revenue compared to the fourth quarter of 2024. For the year, the company expects Revenue to exceed 3.7 billion.
공시 • Apr 25FDJ United Approves Board ChangesAt the Annual Ordinary and Extraordinary Shareholders’ Meeting held on 23 April 2026, the Board of FDJ United approved the appointment, upon proposal by the French State, of Mr. François Marion as director for a period of four years, replacing Mr. Didier Trutt whose term of office had expired.
공시 • Apr 24FDJ United Approves Dividend for the Financial Year Ended 31 December 2025, Payable on 30 April, 2026At the Annual Ordinary and Extraordinary Shareholders’ Meeting held on 23 April 2026, the Board of FDJ United approved dividend of €2.10 per share for the financial year ended 31 December 2025, to be paid on 30 April.
공시 • Apr 23+ 1 more updateFDJ UNITED Announces Chief Financial Officer ChangesFDJ UNITED has announced the appointment of Dan Lévy as Chief Financial Officer starting May 18, 2026. Mr. Lévy will take over this role from Pascal Chaffard, who has been appointed Chief Online Betting and Gaming Officer as well as Group Strategy and Operational Transformation Officer at FDJ UNITED. Mr. Lévy previously served as Chief Financial Officer of the Ipsos group. He spent the early part of his career at the French Ministry for the Economy and Finance, within the Directorate General of the Treasury and then the Directorate of the Budget. From 2005 to 2007, Mr. Lévy was seconded to the UK Treasury as an economist. He joined Société Générale in 2010, first at the General Inspectorate and then as a senior banker, before leading a business center for major companies. He was appointed Chief Financial Officer of the Ipsos group in 2022. Mr. Lévy is a graduate of France’s École Polytechnique, École Nationale de la Statistique et de l’Administration Économique (ENSAE) and Institut d’Études Politiques (IEP, or Sciences Po) Paris.
Upcoming Dividend • Apr 21Upcoming dividend of €2.10 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 30 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.0%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.6%).
공시 • Feb 24FDJ United, Annual General Meeting, Apr 23, 2026FDJ United, Annual General Meeting, Apr 23, 2026.
New Risk • Feb 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 154% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (154% net debt to equity). Dividend is not well covered by earnings (221% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.95 (vs €2.16 in FY 2024)Full year 2025 results: EPS: €0.95 (down from €2.16 in FY 2024). Revenue: €3.68b (up 20% from FY 2024). Net income: €175.9m (down 56% from FY 2024). Profit margin: 4.8% (down from 13% in FY 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.
공시 • Feb 19+ 2 more updatesFDJ United Announces Executive ChangesFDJ UNITED made changes to its Executive Committee, with the appointment of Pascal Chaffard as Chief Online Betting and Gaming Officer as well as Group Strategy and Operational Transformation Officer, and Celia Verot as General Secretary. Currently Chief Financial Officer, Strategy and Performance leader, Pascal Chaffard is taking over as head of the Online Betting and Gaming business unit. Pascal Chaffard will also be responsible for the Group's strategy and operational transformation. As Chief Online Betting and Gaming Officer, Nils Andén has overseen Kindred's integration into the Group since October 2024; he is leaving the company to pursue new projects. The appointment of the new CFO will be announced at the end of the recruitment process currently under way. In addition, Celia Verot, who joined FDJ UNITED in 2024 as Chief Regulatory Officer, was appointed General Secretary, General Counsel and Chief Regulatory Officer for the Group on 1 January.
공시 • Nov 19FDJ United to Report First Half, 2026 Results on Jul 29, 2026FDJ United announced that they will report first half, 2026 results on Jul 29, 2026
공시 • Oct 16FDJ United Provides Earnings Guidance for the Fourth Quarter and Full Year 2025FDJ United provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company anticipates a slight decline in revenue compared to the fourth quarter of 2024. For the year, the company expects Revenue to exceed 3.7 billion.
공시 • Oct 15+ 1 more updateFDJ United to Report Fiscal Year 2025 Results on Feb 19, 2026FDJ United announced that they will report fiscal year 2025 results Pre-Market on Feb 19, 2026
Reported Earnings • Aug 01First half 2025 earnings released: EPS: €0.73 (vs €1.15 in 1H 2024)First half 2025 results: EPS: €0.73 (down from €1.15 in 1H 2024). Revenue: €1.87b (up 31% from 1H 2024). Net income: €135.7m (down 36% from 1H 2024). Profit margin: 7.3% (down from 15% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.2% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (118% net debt to equity). Dividend is not well covered by earnings (105% payout ratio). Profit margins are more than 30% lower than last year (9.2% net profit margin).
공시 • Jul 09+ 1 more updateFDJ United has filed a Follow-on Equity Offering.FDJ United has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 6,110,156 Transaction Features: Subsequent Direct Listing
공시 • May 23+ 1 more updateFDJ United approves dividend, payable on 3 June 2025FDJ United at its Combined General Meeting of 22 May 2025 approved the payment of a dividend of €2.05 per share to be paid on 3 June 2025.
Upcoming Dividend • May 20Upcoming dividend of €2.05 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 03 June 2025. Payout ratio and cash payout ratio are on the higher end at 95% and 89% respectively. Trailing yield: 6.2%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.0%).
Reported Earnings • May 02Full year 2024 earnings released: EPS: €2.16 (vs €2.23 in FY 2023)Full year 2024 results: EPS: €2.16 (down from €2.23 in FY 2023). Revenue: €3.07b (up 17% from FY 2023). Net income: €398.8m (down 6.2% from FY 2023). Profit margin: 13% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Apr 17FDJ United, Annual General Meeting, May 22, 2025FDJ United, Annual General Meeting, May 22, 2025. Location: 25 avenue victor cresson, issy les moulineaux France
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €30.91, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.47 per share.
New Risk • Mar 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 133% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (133% net debt to equity). Dividend is not well covered by earnings (95% payout ratio).
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: €2.16 (vs €2.23 in FY 2023)Full year 2024 results: EPS: €2.16 (down from €2.23 in FY 2023). Revenue: €3.07b (up 17% from FY 2023). Net income: €398.8m (down 6.2% from FY 2023). Profit margin: 13% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Mar 06+ 1 more updateLa Française Des Jeux Proposes Dividend, Payable on 3 June, 2025The Board of Directors of La Française des Jeux Société anonyme on 5 March 2025 proposed a dividend of €2.05 per share, an increase of 15%, representing a payout ratio of 77% of adjusted net profit, in line with Group practice. The dividend will be paid on 3 June, 2025. The ex-dividend date will be 27 May 2025, with a last trading day for the attached dividend on 26 May, 2025.
공시 • Nov 21La Française des Jeux Société anonyme has filed a Follow-on Equity Offering.La Française des Jeux Société anonyme has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 4,073,436 Transaction Features: Subsequent Direct Listing
Buy Or Sell Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock has risen 9.3% to €39.28. The fair value is estimated to be €49.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 6.5% in the next 2 years.
공시 • Oct 31La Française des Jeux Société anonyme to Report First Half, 2025 Results on Jul 30, 2025La Française des Jeux Société anonyme announced that they will report first half, 2025 results on Jul 30, 2025
공시 • Oct 17+ 1 more updateLa Française des Jeux Société anonyme to Report Fiscal Year 2024 Results on Mar 06, 2025La Française des Jeux Société anonyme announced that they will report fiscal year 2024 results Pre-Market on Mar 06, 2025
Reported Earnings • Jul 28First half 2024 earnings released: EPS: €1.15 (vs €0.95 in 1H 2023)First half 2024 results: EPS: €1.15 (up from €0.95 in 1H 2023). Revenue: €1.43b (up 11% from 1H 2023). Net income: €212.7m (up 18% from 1H 2023). Profit margin: 15% (in line with 1H 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €33.29. The fair value is estimated to be €42.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
공시 • Apr 27+ 1 more updateLa Française des Jeux Société anonyme Approves Dividend, Payable as from 7 May 2024FDJ's Annual and Extraordinary Ordinary General Meeting held on 25 April 2024, approved payment of a dividend of €1.78 per share, which will be payable as from 7 May 2024.
Upcoming Dividend • Apr 26Upcoming dividend of €1.78 per shareEligible shareholders must have bought the stock before 03 May 2024. Payment date: 07 May 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.1%).
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: €2.23 (vs €1.61 in FY 2022)Full year 2023 results: EPS: €2.23 (up from €1.61 in FY 2022). Revenue: €2.62b (up 6.5% from FY 2022). Net income: €425.1m (up 38% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in the United Kingdom.
New Risk • Mar 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Dividend is not well covered by cash flows (112% cash payout ratio).
Declared Dividend • Feb 18Dividend increased to €1.78Dividend of €1.78 is 30% higher than last year. Ex-date: 3rd May 2024 Payment date: 7th May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 17Full year 2023 earnings released: EPS: €2.23 (vs €1.61 in FY 2022)Full year 2023 results: EPS: €2.23 (up from €1.61 in FY 2022). Revenue: €2.62b (up 6.5% from FY 2022). Net income: €425.1m (up 38% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom.
공시 • Feb 15+ 1 more updateLa Française des Jeux Proposes Dividend, Payable on 7 May 2024La Française Des Jeux proposed a dividend of EUR 1.78 per share to the Shareholders’ Meeting of 25 April 2024, an increase of 30%, i.e. a payout ratio of 80% in line with the Group’s commitments. Payment will be made on 7 May 2024.
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €36.21. The fair value is estimated to be €45.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.
공시 • Jan 23+ 1 more updateFDJ Reportedly Nears Roughly $2.5 Billion Deal for Kindred GroupLa Française des Jeux Société anonyme (ENXTPA:FDJ) is in talks to acquire Kindred Group plc (OM:KIND SDB) for around $2.5 billion, according to people familiar with the matter, in a deal that would create one of Europe’s biggest online gambling companies. A deal could be announced as soon as January 22, 2024, assuming talks don’t break down, the people said. It would follow calls for the possible sale of the Stockholm-listed company by Corvex Management, a New York activist investor headed by Keith Meister.
공시 • Nov 21+ 1 more updateLa Française des Jeux Société anonyme to Report First Half, 2024 Results on Jul 25, 2024La Française des Jeux Société anonyme announced that they will report first half, 2024 results on Jul 25, 2024
공시 • Nov 05La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of Premier Lotteries Ireland Limited from Teachers' Private Capital, An Post Limited and An Post Pension Fund.La Française des Jeux Société anonyme (ENXTPA:FDJ) signed an agreement to acquire Premier Lotteries Ireland Limited from Teachers' Private Capital, An Post Limited and An Post Pension Fund for an enterprise value of €350 million on July 27, 2023. The completion of this transaction remains subject to customary conditions precedent, including the Irish national lottery regulator's approval, which is expected to come in the second half of 2023.As on October 3, 2023, the Irish lottery regulator gave approval for the deal. The transaction is expected to be finalized in early November. Katherine Moir and Nicola Hemsley of Clifford Chance advised La Française and A&L Goodbody advised on certain Irish law aspects of the transaction. Andreas McConnell, Anna Hickey, Inez Cullen and Sean McElligott of Philip Lee Solicitors acted as legal advisors to the senior management team of Premier Lotteries Ireland. Richard Johnson, Helen Buchanan, Alex Potter and Deirdre Trapp from Freshfields Bruckhaus Deringer LLP acted as legal advisors to Teachers' Private Capital. Madeline McDonnell, Kate McKenna from Matheson Ormsby Prentice acted as legal advisors to An Post Limited in the transaction. La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of Premier Lotteries Ireland Limited from Teachers' Private Capital, An Post Limited and An Post Pension Fund on November 3, 2023.
공시 • Oct 20+ 1 more updateLa Française des Jeux Société anonyme to Report Fiscal Year 2023 Results on Feb 15, 2024La Française des Jeux Société anonyme announced that they will report fiscal year 2023 results Pre-Market on Feb 15, 2024
공시 • Oct 01La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of ZEturf Limited for enterprise value of €175 million.La Française des Jeux Société anonyme (ENXTPA:FDJ) entered into an agreement to acquire ZEturf Limited on November 17, 2022. The transaction puts the ZEturf group’s value at €175 million. Additional consideration may be paid depending on performance in 2023. The transaction will be accretive for the contribution margin of FDJ’s Sports Betting & Online Gaming BU from 2024. It is expected to close in the second half of 2023, once the conditions precedent have been met, including approval by the French Competition Authority. The ZEturf group has around a hundred employees and generated nearly €50 million in revenue in 2021. As of September 15, 2023, The Competition Authority authorizes the FDJ to buy ZEturf with some conditions. In this transaction Mayer Brown served as legal counsel and Messier Maris et Associés S.C.A as financial advisor to FDJ. Mark Lautier , Rachel Drago, Mark Abela, Ruth Vella, Catherine Baflast, Soledad Pascual, Arielle Ohayon-Cohen, Julie Givernaud, Stéphane Henrion, Ludivine Coupé, David Ferry, Victoria Muscat, Michael Borg, Aurélie Cluzel-d'Andlau, Pauline Guilbaud d'Humières, Inès Rivoallan, Mark Lautier, Ruth Vella and Stefania Marie Farrugia of PwC Société d'Avocats advised FDJ on the transaction. Sophie Cornette de Saint Cyr of Bredin Prat & Associes acted as legal advisor to shareholders of the ZEturf / ZEbet. Mayer Brown LLP acted as legal advisor to La Française des Jeux Société anonyme (ENXTPA:FDJ). La Française des Jeux Société anonyme (ENXTPA:FDJ) completed the acquisition of ZEturf Limited on September 29, 2023.
Reported Earnings • Jul 31First half 2023 earnings released: EPS: €0.95 (vs €0.84 in 1H 2022)First half 2023 results: EPS: €0.95 (up from €0.84 in 1H 2022). Revenue: €1.29b (up 6.3% from 1H 2022). Net income: €181.0m (up 14% from 1H 2022). Profit margin: 14% (in line with 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in the United Kingdom.
공시 • Jul 28+ 1 more updateLa Française des Jeux Société anonyme (ENXTPA:FDJ) signed an agreement to acquire Premier Lotteries Ireland Limited for an enterprise value of €350 million.La Française des Jeux Société anonyme (ENXTPA:FDJ) signed an agreement to acquire Premier Lotteries Ireland Limited for an enterprise value of €350 million on July 27, 2023. The completion of this transaction remains subject to customary conditions precedent, including the Irish national lottery regulator's approval, which is expected to come in the second half of 2023. Katherine Moir and Nicola Hemsley of Clifford Chance advised La Française and A&L Goodbody advised on certain Irish law aspects of the transaction.
Upcoming Dividend • Apr 28Upcoming dividend of €1.37 per share at 3.5% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 09 May 2023. Payout ratio and cash payout ratio are on the higher end at 85% and 76% respectively. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.7%).
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: €1.61 (vs €1.54 in FY 2021)Full year 2022 results: EPS: €1.61 (up from €1.54 in FY 2021). Revenue: €2.46b (up 9.1% from FY 2021). Net income: €307.9m (up 4.7% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: €1.61 (vs €1.54 in FY 2021)Full year 2022 results: EPS: €1.61 (up from €1.54 in FY 2021). Revenue: €2.46b (up 9.1% from FY 2021). Net income: €307.9m (up 4.7% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in the United Kingdom.
공시 • Nov 25La Française des Jeux Société anonyme to Report First Half, 2023 Results on Jul 27, 2023La Française des Jeux Société anonyme announced that they will report first half, 2023 results on Jul 27, 2023
공시 • Oct 14La Française des Jeux Société anonyme to Report Fiscal Year 2022 Results on Feb 15, 2023La Française des Jeux Société anonyme announced that they will report fiscal year 2022 results at 9:00 AM, Central European Standard Time on Feb 15, 2023
Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be €42.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 6.2% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €145.7m from profit in 1H 2021). Profit margin: (down from 14% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 2.3%, compared to a 27% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €40.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.
Buying Opportunity • Jun 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €40.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.
Upcoming Dividend • Apr 27Upcoming dividend of €1.24 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 04 May 2022. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.54 (up from €1.12 in FY 2020). Revenue: €2.26b (up 18% from FY 2020). Net income: €294.2m (up 38% from FY 2020). Profit margin: 13% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 3.0%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom.
Reported Earnings • Aug 02First half 2021 earnings released: EPS €0.26 (vs €0.26 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.08b (up 27% from 1H 2020). Net income: €145.7m (up 190% from 1H 2020). Profit margin: 14% (up from 5.9% in 1H 2020). The increase in margin was driven by higher revenue.