View ValuationTF1 향후 성장Future 기준 점검 0/6TF1 의 수익은 연간 4.2% 감소할 것으로 예상되는 반면, 연간 수익은 0.6% 로 증가할 것으로 예상됩니다. EPS는 연간 2.1% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.8% 로 예상됩니다.핵심 정보-4.2%이익 성장률-2.05%EPS 성장률Media 이익 성장31.7%매출 성장률0.6%향후 자기자본이익률4.79%애널리스트 커버리지Low마지막 업데이트26 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.02 (vs €0.07 in 1Q 2025)First quarter 2026 results: EPS: €0.02 (down from €0.07 in 1Q 2025). Revenue: €474.3m (down 8.8% from 1Q 2025). Net income: €4.30m (down 71% from 1Q 2025). Profit margin: 0.9% (down from 2.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Coralie Piton was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Coralie Piton was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 14Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 23 April 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).Declared Dividend • Mar 15Dividend increased to €0.63Dividend of €0.63 is 5.0% higher than last year. Ex-date: 21st April 2026 Payment date: 23rd April 2026 Dividend yield will be 8.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 9.7% over the next 3 years. Since a fall of 3.3% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공시 • Mar 12TF1 SA, Annual General Meeting, Apr 16, 2026TF1 SA, Annual General Meeting, Apr 16, 2026. Location: 1 quai du point du jour, boulogne billancourt FranceNew Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (135% cash payout ratio).Reported Earnings • Feb 17Full year 2025 earnings released: EPS: €0.72 (vs €0.97 in FY 2024)Full year 2025 results: EPS: €0.72 (down from €0.97 in FY 2024). Revenue: €2.32b (down 1.6% from FY 2024). Net income: €152.8m (down 26% from FY 2024). Profit margin: 6.6% (down from 8.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.공시 • Feb 13TF1 SA Proposes Dividend for the Year 2025ITF1 SA announced that in line with the objective adopted since February 2024 to target a growing dividend policy, which was confirmed when the Group published its results for the third quarter of 2025, the Board of Directors will submit a proposal for shareholder approval to the General Meeting of 16 April 2026 for the payment of a dividend of EUR 0.63 per share, up 5% year on year and a 40% increase compared with 2021.New Risk • Jan 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.21 (vs €0.23 in 3Q 2024)Third quarter 2025 results: EPS: €0.21 (down from €0.23 in 3Q 2024). Revenue: €495.5m (up 1.7% from 3Q 2024). Net income: €44.2m (down 11% from 3Q 2024). Profit margin: 8.9% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €0.30 (vs €0.31 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €0.31 in 2Q 2024). Revenue: €582.5m (down 1.6% from 2Q 2024). Net income: €63.5m (down 4.2% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Media industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.07 (vs €0.14 in 1Q 2024)First quarter 2025 results: EPS: €0.07 (down from €0.14 in 1Q 2024). Revenue: €522.1m (up 2.0% from 1Q 2024). Net income: €14.8m (down 50% from 1Q 2024). Profit margin: 2.8% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 17Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 62% and the cash payout ratio is 78%. Trailing yield: 6.8%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (4.7%).Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €0.97 (vs €0.91 in FY 2023)Full year 2024 results: EPS: €0.97 (up from €0.91 in FY 2023). Revenue: €2.36b (up 2.6% from FY 2023). Net income: €205.5m (up 7.1% from FY 2023). Profit margin: 8.7% (up from 8.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Declared Dividend • Mar 02Dividend increased to €0.60Dividend of €0.60 is 9.1% higher than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 7.5%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 15TF1 SA, Annual General Meeting, Apr 17, 2025TF1 SA, Annual General Meeting, Apr 17, 2025.Reported Earnings • Feb 14Full year 2024 earnings releasedFull year 2024 results: Net income: (down €191.9m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.23 (vs €0.18 in 3Q 2023)Third quarter 2024 results: EPS: €0.23 (up from €0.18 in 3Q 2023). Revenue: €487.0m (down 4.4% from 3Q 2023). Net income: €49.4m (up 31% from 3Q 2023). Profit margin: 10% (up from 7.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Jul 28Second quarter 2024 earnings released: EPS: €0.31 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.31 (down from €0.35 in 2Q 2023). Revenue: €592.0m (up 6.0% from 2Q 2023). Net income: €66.3m (down 9.5% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.45, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Media industry in the United Kingdom. Total returns to shareholders of 8.5% over the past three years.Reported Earnings • May 06First quarter 2024 earnings released: EPS: €0.14 (vs €0.13 in 1Q 2023)First quarter 2024 results: EPS: €0.14 (up from €0.13 in 1Q 2023). Revenue: €511.9m (up 6.7% from 1Q 2023). Net income: €29.7m (up 5.7% from 1Q 2023). Profit margin: 5.8% (in line with 1Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Apr 15Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of British dividend payers (6.1%). Higher than average of industry peers (3.5%).Declared Dividend • Feb 25Dividend increased to €0.55Dividend of €0.55 is 10% higher than last year. Ex-date: 22nd April 2024 Payment date: 24th April 2024 Dividend yield will be 6.5%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 23TF1 SA, Annual General Meeting, Apr 17, 2024TF1 SA, Annual General Meeting, Apr 17, 2024, at 09:30 Central European Standard Time. Location: 1, quai du Point du jour 92100 Boulogne Billancourt Bagneux France Agenda: To approve the financial statements for the 2023 financial year; to approve the consolidated financial statements for the 2023 financial year and appropriation of 2023 earnings and setting of dividend; to approve regulated agreements referred to in Articles L.225-38 et seq. of the French Commercial Code; to approve the components of total remuneration and benefits of any nature paid in or granted for the 2023 financial year to Rodolphe Belmer as Chief Executive Officer until 13 February 2023; and to consider other matters.Reported Earnings • Feb 18Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.30b (down 8.4% from FY 2022). Net income: €191.9m (up 9.0% from FY 2022). Profit margin: 8.4% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Media industry in the United Kingdom.공시 • Dec 14+ 3 more updatesTF1 SA to Report Q1, 2024 Results on Apr 30, 2024TF1 SA announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Oct 30Third quarter 2023 earnings released: EPS: €0.18 (vs €0.11 in 3Q 2022)Third quarter 2023 results: EPS: €0.18 (up from €0.11 in 3Q 2022). Revenue: €511.9m (down 7.5% from 3Q 2022). Net income: €37.7m (up 58% from 3Q 2022). Profit margin: 7.4% (up from 4.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.4% Last year net profit margin: 9.8% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.4% net profit margin).Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.35 (vs €0.44 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.44 in 2Q 2022). Revenue: €558.4m (down 11% from 2Q 2022). Net income: €73.3m (down 21% from 2Q 2022). Profit margin: 13% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02First quarter 2023 earnings released: EPS: €0.13 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (down from €0.16 in 1Q 2022). Revenue: €479.7m (down 14% from 1Q 2022). Net income: €28.1m (down 18% from 1Q 2022). Profit margin: 5.9% (down from 6.1% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 13Upcoming dividend of €0.50 per share at 6.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.2%).Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 21High number of new directorsCEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022.공시 • Feb 15Bouygues Sa Proposes Payment of DividendThe Board of Directors of Bouygues SA will propose to the General Meeting of Shareholders of April 14, 2023, the payment of a dividend of fifty eurocents (0.50) per share.Buying Opportunity • Feb 14Now 23% undervaluedOver the last 90 days, the stock is up 5.7%. The fair value is estimated to be €9.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to decline by 1.2% in 2 years. Earnings is forecast to decline by 4.7% in the next 2 years.공시 • Jan 13+ 1 more updateTélévision Française 1 Société anonyme to Report First Half, 2023 Results on Jul 27, 2023Télévision Française 1 Société anonyme announced that they will report first half, 2023 results on Jul 27, 2023공시 • Nov 04Télévision Française 1 Société anonyme to Report Fiscal Year 2022 Results on Feb 14, 2023Télévision Française 1 Société anonyme announced that they will report fiscal year 2022 results on Feb 14, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.11 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.11 (down from €0.18 in 3Q 2021). Revenue: €553.4m (up 5.9% from 3Q 2021). Net income: €23.9m (down 38% from 3Q 2021). Profit margin: 4.3% (down from 7.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.9% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €0.44 (vs €0.35 in 2Q 2021)Second quarter 2022 results: EPS: €0.44 (up from €0.35 in 2Q 2021). Revenue: €625.6m (up 1.1% from 2Q 2021). Net income: €92.4m (up 25% from 2Q 2021). Profit margin: 15% (up from 12% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 9.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 14Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 25 April 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.6%).Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.18 (vs €0.18 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: €522.5m (up 9.3% from 3Q 2020). Net income: €38.6m (flat on 3Q 2020). Profit margin: 7.4% (down from 8.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.35 (vs €0.068 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €618.9m (up 59% from 2Q 2020). Net income: €74.1m (up 415% from 2Q 2020). Profit margin: 12% (up from 3.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS €0.16 (vs €0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €509.8m (up 3.2% from 1Q 2020). Net income: €34.3m (up 43% from 1Q 2020). Profit margin: 6.7% (up from 4.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 26Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 5.6%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%).Reported Earnings • Mar 17Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.Is New 90 Day High Low • Feb 15New 90-day high: €7.36The company is up 17% from its price of €6.31 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.19 per share.Reported Earnings • Feb 12Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 5.1% while theMedia industry in the United Kingdom is not expected to grow.Is New 90 Day High Low • Jan 29New 90-day high: €7.12The company is up 40% from its price of €5.07 on 30 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.10 per share.Is New 90 Day High Low • Jan 07New 90-day high: €7.12The company is up 28% from its price of €5.55 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.24 per share.Is New 90 Day High Low • Dec 08New 90-day high: €6.95The company is up 21% from its price of €5.74 on 09 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.34 per share.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to €6.08, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 17x in the Media industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 45%.Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 3.2% while the growth in Media industry in the United Kingdom is expected to stay flat.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €114.1m, down 31% from the prior year. Total revenue was €2.08b over the last 12 months, down 11% from the prior year.Is New 90 Day High Low • Oct 29New 90-day low: €4.74The company is down 6.0% from its price of €5.07 on 30 July 2020. The British market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.95 per share.이익 및 매출 성장 예측LSE:0NQT - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,285125N/AN/A312/31/20272,243106N/A456512/31/20262,20798N/A31053/31/20262,249142103454N/A12/31/20252,29715398457N/A9/30/20252,364183180521N/A6/30/20252,355188197518N/A3/31/20252,365191151470N/A12/31/20242,356206162475N/A9/30/20242,340198205530N/A6/30/20242,363187218546N/A3/31/20242,329194240538N/A12/31/20232,297192328627N/A9/30/20232,315165143426N/A6/30/20232,359151188474N/A3/31/20232,426170107416N/A12/31/20222,508176151463N/A9/30/20222,516229342663N/A6/30/20222,485243332680N/A3/31/20222,479225437785N/A12/31/20212,427225312643N/A9/30/20212,372125266602N/A6/30/20212,327125175472N/A3/31/20212,09866159428N/A12/31/20202,08255197480N/A9/30/20202,084114121373N/A6/30/20202,07686156387N/A3/31/20202,278138156419N/A12/31/20192,337155N/A390N/A9/30/20192,327164N/A410N/A6/30/20192,350169N/A502N/A3/31/20192,343143N/A453N/A12/31/20182,288127N/A383N/A9/30/20182,234132N/A236N/A6/30/20182,173127N/A222N/A3/31/20182,128133N/A293N/A12/31/20172,132136N/A269N/A9/30/20172,111141N/A384N/A6/30/20172,080117N/A367N/A3/31/20172,08483N/A270N/A12/31/20162,06342N/A229N/A9/30/20162,03121N/A145N/A6/30/20162,04938N/A39N/A3/31/20162,01154N/A72N/A12/31/20152,004100N/A137N/A9/30/20152,029135N/A157N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0NQT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.2%).수익 vs 시장: 0NQT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.2%).고성장 수익: 0NQT 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 0NQT 의 수익(연간 0.6%)이 UK 시장(연간 4.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0NQT 의 수익(연간 0.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0NQT의 자본 수익률은 3년 후 4.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/10 05:17종가2026/07/10 00:00수익2026/03/31연간 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스TF1 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.분석가기관JULIEN ROCHBarclaysChristophe CherblancBernsteinAnnick MaasBernstein19명의 분석가 더 보기
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.02 (vs €0.07 in 1Q 2025)First quarter 2026 results: EPS: €0.02 (down from €0.07 in 1Q 2025). Revenue: €474.3m (down 8.8% from 1Q 2025). Net income: €4.30m (down 71% from 1Q 2025). Profit margin: 0.9% (down from 2.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Coralie Piton was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Coralie Piton was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 14Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 23 April 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).
Declared Dividend • Mar 15Dividend increased to €0.63Dividend of €0.63 is 5.0% higher than last year. Ex-date: 21st April 2026 Payment date: 23rd April 2026 Dividend yield will be 8.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 9.7% over the next 3 years. Since a fall of 3.3% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공시 • Mar 12TF1 SA, Annual General Meeting, Apr 16, 2026TF1 SA, Annual General Meeting, Apr 16, 2026. Location: 1 quai du point du jour, boulogne billancourt France
New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (135% cash payout ratio).
Reported Earnings • Feb 17Full year 2025 earnings released: EPS: €0.72 (vs €0.97 in FY 2024)Full year 2025 results: EPS: €0.72 (down from €0.97 in FY 2024). Revenue: €2.32b (down 1.6% from FY 2024). Net income: €152.8m (down 26% from FY 2024). Profit margin: 6.6% (down from 8.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
공시 • Feb 13TF1 SA Proposes Dividend for the Year 2025ITF1 SA announced that in line with the objective adopted since February 2024 to target a growing dividend policy, which was confirmed when the Group published its results for the third quarter of 2025, the Board of Directors will submit a proposal for shareholder approval to the General Meeting of 16 April 2026 for the payment of a dividend of EUR 0.63 per share, up 5% year on year and a 40% increase compared with 2021.
New Risk • Jan 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.21 (vs €0.23 in 3Q 2024)Third quarter 2025 results: EPS: €0.21 (down from €0.23 in 3Q 2024). Revenue: €495.5m (up 1.7% from 3Q 2024). Net income: €44.2m (down 11% from 3Q 2024). Profit margin: 8.9% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €0.30 (vs €0.31 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €0.31 in 2Q 2024). Revenue: €582.5m (down 1.6% from 2Q 2024). Net income: €63.5m (down 4.2% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Media industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.07 (vs €0.14 in 1Q 2024)First quarter 2025 results: EPS: €0.07 (down from €0.14 in 1Q 2024). Revenue: €522.1m (up 2.0% from 1Q 2024). Net income: €14.8m (down 50% from 1Q 2024). Profit margin: 2.8% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 17Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 62% and the cash payout ratio is 78%. Trailing yield: 6.8%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (4.7%).
Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €0.97 (vs €0.91 in FY 2023)Full year 2024 results: EPS: €0.97 (up from €0.91 in FY 2023). Revenue: €2.36b (up 2.6% from FY 2023). Net income: €205.5m (up 7.1% from FY 2023). Profit margin: 8.7% (up from 8.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Declared Dividend • Mar 02Dividend increased to €0.60Dividend of €0.60 is 9.1% higher than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 7.5%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14Full year 2024 earnings releasedFull year 2024 results: Net income: (down €191.9m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.23 (vs €0.18 in 3Q 2023)Third quarter 2024 results: EPS: €0.23 (up from €0.18 in 3Q 2023). Revenue: €487.0m (down 4.4% from 3Q 2023). Net income: €49.4m (up 31% from 3Q 2023). Profit margin: 10% (up from 7.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Jul 28Second quarter 2024 earnings released: EPS: €0.31 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.31 (down from €0.35 in 2Q 2023). Revenue: €592.0m (up 6.0% from 2Q 2023). Net income: €66.3m (down 9.5% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.45, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Media industry in the United Kingdom. Total returns to shareholders of 8.5% over the past three years.
Reported Earnings • May 06First quarter 2024 earnings released: EPS: €0.14 (vs €0.13 in 1Q 2023)First quarter 2024 results: EPS: €0.14 (up from €0.13 in 1Q 2023). Revenue: €511.9m (up 6.7% from 1Q 2023). Net income: €29.7m (up 5.7% from 1Q 2023). Profit margin: 5.8% (in line with 1Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 15Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of British dividend payers (6.1%). Higher than average of industry peers (3.5%).
Declared Dividend • Feb 25Dividend increased to €0.55Dividend of €0.55 is 10% higher than last year. Ex-date: 22nd April 2024 Payment date: 24th April 2024 Dividend yield will be 6.5%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 23TF1 SA, Annual General Meeting, Apr 17, 2024TF1 SA, Annual General Meeting, Apr 17, 2024, at 09:30 Central European Standard Time. Location: 1, quai du Point du jour 92100 Boulogne Billancourt Bagneux France Agenda: To approve the financial statements for the 2023 financial year; to approve the consolidated financial statements for the 2023 financial year and appropriation of 2023 earnings and setting of dividend; to approve regulated agreements referred to in Articles L.225-38 et seq. of the French Commercial Code; to approve the components of total remuneration and benefits of any nature paid in or granted for the 2023 financial year to Rodolphe Belmer as Chief Executive Officer until 13 February 2023; and to consider other matters.
Reported Earnings • Feb 18Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.30b (down 8.4% from FY 2022). Net income: €191.9m (up 9.0% from FY 2022). Profit margin: 8.4% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Media industry in the United Kingdom.
공시 • Dec 14+ 3 more updatesTF1 SA to Report Q1, 2024 Results on Apr 30, 2024TF1 SA announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Oct 30Third quarter 2023 earnings released: EPS: €0.18 (vs €0.11 in 3Q 2022)Third quarter 2023 results: EPS: €0.18 (up from €0.11 in 3Q 2022). Revenue: €511.9m (down 7.5% from 3Q 2022). Net income: €37.7m (up 58% from 3Q 2022). Profit margin: 7.4% (up from 4.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.4% Last year net profit margin: 9.8% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.4% net profit margin).
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.35 (vs €0.44 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.44 in 2Q 2022). Revenue: €558.4m (down 11% from 2Q 2022). Net income: €73.3m (down 21% from 2Q 2022). Profit margin: 13% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02First quarter 2023 earnings released: EPS: €0.13 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (down from €0.16 in 1Q 2022). Revenue: €479.7m (down 14% from 1Q 2022). Net income: €28.1m (down 18% from 1Q 2022). Profit margin: 5.9% (down from 6.1% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 13Upcoming dividend of €0.50 per share at 6.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.2%).
Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 21High number of new directorsCEO & Chairman of the Board Rodolphe Belmer was the last director to join the board, commencing their role in 2022.
공시 • Feb 15Bouygues Sa Proposes Payment of DividendThe Board of Directors of Bouygues SA will propose to the General Meeting of Shareholders of April 14, 2023, the payment of a dividend of fifty eurocents (0.50) per share.
Buying Opportunity • Feb 14Now 23% undervaluedOver the last 90 days, the stock is up 5.7%. The fair value is estimated to be €9.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to decline by 1.2% in 2 years. Earnings is forecast to decline by 4.7% in the next 2 years.
공시 • Jan 13+ 1 more updateTélévision Française 1 Société anonyme to Report First Half, 2023 Results on Jul 27, 2023Télévision Française 1 Société anonyme announced that they will report first half, 2023 results on Jul 27, 2023
공시 • Nov 04Télévision Française 1 Société anonyme to Report Fiscal Year 2022 Results on Feb 14, 2023Télévision Française 1 Société anonyme announced that they will report fiscal year 2022 results on Feb 14, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.11 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.11 (down from €0.18 in 3Q 2021). Revenue: €553.4m (up 5.9% from 3Q 2021). Net income: €23.9m (down 38% from 3Q 2021). Profit margin: 4.3% (down from 7.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.9% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €0.44 (vs €0.35 in 2Q 2021)Second quarter 2022 results: EPS: €0.44 (up from €0.35 in 2Q 2021). Revenue: €625.6m (up 1.1% from 2Q 2021). Net income: €92.4m (up 25% from 2Q 2021). Profit margin: 15% (up from 12% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 9.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 14Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 25 April 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.18 (vs €0.18 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: €522.5m (up 9.3% from 3Q 2020). Net income: €38.6m (flat on 3Q 2020). Profit margin: 7.4% (down from 8.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.35 (vs €0.068 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €618.9m (up 59% from 2Q 2020). Net income: €74.1m (up 415% from 2Q 2020). Profit margin: 12% (up from 3.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS €0.16 (vs €0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €509.8m (up 3.2% from 1Q 2020). Net income: €34.3m (up 43% from 1Q 2020). Profit margin: 6.7% (up from 4.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 26Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 5.6%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%).
Reported Earnings • Mar 17Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.
Is New 90 Day High Low • Feb 15New 90-day high: €7.36The company is up 17% from its price of €6.31 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.19 per share.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS €0.26 (vs €0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.08b (down 11% from FY 2019). Net income: €55.3m (down 64% from FY 2019). Profit margin: 2.7% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 5.1% while theMedia industry in the United Kingdom is not expected to grow.
Is New 90 Day High Low • Jan 29New 90-day high: €7.12The company is up 40% from its price of €5.07 on 30 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.10 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €7.12The company is up 28% from its price of €5.55 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.24 per share.
Is New 90 Day High Low • Dec 08New 90-day high: €6.95The company is up 21% from its price of €5.74 on 09 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.34 per share.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to €6.08, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 17x in the Media industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 45%.
Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 3.2% while the growth in Media industry in the United Kingdom is expected to stay flat.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €114.1m, down 31% from the prior year. Total revenue was €2.08b over the last 12 months, down 11% from the prior year.
Is New 90 Day High Low • Oct 29New 90-day low: €4.74The company is down 6.0% from its price of €5.07 on 30 July 2020. The British market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.95 per share.