Universal Music Group (UMG) 주식 개요
유니버설 뮤직 그룹은 전 세계 음악 회사로 운영되고 있습니다. 자세히 보기
UMG Community Fair Values
Create NarrativeSee what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Universal Music Group N.V. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €14.44 |
| 52주 최고가 | €25.46 |
| 52주 최저가 | €14.17 |
| 베타 | 0.80 |
| 1개월 변동 | -23.56% |
| 3개월 변동 | -18.97% |
| 1년 변동 | -40.00% |
| 3년 변동 | -39.14% |
| 5년 변동 | n/a |
| IPO 이후 변동 | -42.49% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 20
UMG: AI Partnerships And Share Buybacks Will Drive Future Upside
Analysts have modestly adjusted the fair value estimate for Universal Music Group to about €25.06 per share. This reflects slightly refined assumptions around discount rate, revenue growth, profit margin and future P/E multiples, alongside mixed but generally constructive research commentary on the stock and its key streaming partner relationships.
내러티브 업데이트 • Jun 22
UMG: AI Audio Partnerships Will Support Future Catalog Monetization Power
Analysts have raised their price target on Universal Music Group to €48.10 from €41, reflecting updated assumptions around slightly lower discount rates, modestly higher revenue growth and margins, and support from new AI-driven partnerships with Spotify. Analyst Commentary Recent research on Universal Music Group highlights growing interest in how the company is positioned within the evolving music and audio ecosystem, especially around its AI partnerships and licensing role with major streaming platforms like Spotify.Recent updates
내러티브 업데이트 • Jul 20
UMG: AI Partnerships And Share Buybacks Will Drive Future Upside
Analysts have modestly adjusted the fair value estimate for Universal Music Group to about €25.06 per share. This reflects slightly refined assumptions around discount rate, revenue growth, profit margin and future P/E multiples, alongside mixed but generally constructive research commentary on the stock and its key streaming partner relationships.내러티브 업데이트 • Jun 22
UMG: AI Audio Partnerships Will Support Future Catalog Monetization Power
Analysts have raised their price target on Universal Music Group to €48.10 from €41, reflecting updated assumptions around slightly lower discount rates, modestly higher revenue growth and margins, and support from new AI-driven partnerships with Spotify. Analyst Commentary Recent research on Universal Music Group highlights growing interest in how the company is positioned within the evolving music and audio ecosystem, especially around its AI partnerships and licensing role with major streaming platforms like Spotify.내러티브 업데이트 • Jun 07
UMG: AI Licensing Partnerships Will Drive Future Upside Versus Trimmed Fair Value Estimate
Analysts have adjusted the implied fair value for Universal Music Group to €25.81 from €28.90, reflecting updated assumptions around slightly lower profit margins, a lower future P/E multiple, and higher projected revenue growth, alongside supportive Street research citing UMG's role in new AI driven partnerships with Spotify and recent price target moves from firms such as JPMorgan, Guggenheim, and Citi. Analyst Commentary Recent Street research around Universal Music Group and its partnerships with Spotify gives you a mix of optimism and caution to weigh against the revised fair value estimate.내러티브 업데이트 • May 24
UMG: AI Partnerships And Premium Features Will Support Catalog Earnings Power
Narrative Update: Universal Music Group The analyst fair value estimate for Universal Music Group has moved from about €37.81 to about €39.91, reflecting updated views on discount rates, slightly higher projected revenue growth, a modestly lower profit margin assumption, and a higher future P/E multiple, with analysts pointing in part to the recent AI and premium feature partnerships highlighted in streaming sector research. Analyst Commentary Recent Street research on Universal Music Group highlights a mix of optimism around AI partnerships and premium features on streaming platforms, alongside some caution about longer term AI risks for major labels.
내러티브 업데이트 • May 05
UMG: AI Disruption And Deal Uncertainty Will Pressure Long Term Catalog Economics
Analysts now see Universal Music Group's fair value in line with a refreshed price target of €27. This reflects updated assumptions around slightly higher revenue growth, modestly stronger profit margins and a marginally lower discount rate, even as recent Street research has included both upgrades and downgrades and highlighted AI related risks for major labels.내러티브 업데이트 • Apr 20
UMG: AI Disruption Fears Will Contrast With Resilient Catalog Earnings Power
Universal Music Group's updated analyst price target has moved by €0.89, with researchers pointing to modest adjustments in fair value, discount rate, expected revenue growth, margin assumptions and future P/E as they balance recent upgrades against ongoing concerns around AI related risk to major labels. Analyst Commentary Recent Street research around Universal Music Group has been mixed, with adjustments to price targets and ratings reflecting both enthusiasm for the long term franchise and concern about AI related disruption to recorded music and catalogs.내러티브 업데이트 • Apr 06
UMG: AI Disruption Fears Will Pressure Long Term Catalog Economics
Analysts have trimmed the fair value estimate for Universal Music Group from €21.00 to €15.00. This reflects a lower assumed future P/E of about 19x and a slightly higher discount rate, while still incorporating revenue growth expectations and recent mixed research views on AI risk and label strength into their models.내러티브 업데이트 • Mar 23
UMG: AI Partnerships And Catalog Strength Will Support Future Earnings Power
Analysts now see only a modest change in fair value for Universal Music Group, with the updated internal valuation edging from about €36.76 to approximately €36.91. This reflects mixed Street views that balance fresh price target cuts around €27 with higher targets up to €31, as well as ongoing debate around AI related risks and long term earnings power.내러티브 업데이트 • Mar 09
UMG: AI Partnerships And Catalog Strength Will Support Future Earnings
Narrative Update: Universal Music Group The analyst price target for Universal Music Group has been adjusted to €31. This reflects updated assumptions around higher revenue growth, stronger profit margins and a lower future P/E multiple, as analysts balance upside views from recent upgrades with renewed focus on AI related risks for major labels.내러티브 업데이트 • Feb 22
UMG: AI Partnerships And Catalog Monetisation Will Support Higher Future Earnings
Analysts have nudged their price target for Universal Music Group slightly lower to about €38.14 from roughly €38.19, reflecting updated assumptions around growth, profitability and the P/E multiple after a series of recent bullish research calls and upgrades on the stock. Analyst Commentary Recent Street research has leaned positive, with several bullish analysts updating their views on Universal Music Group and revisiting their assumptions on growth, profitability and valuation multiples.내러티브 업데이트 • Feb 08
UMG: AI Partnerships Will Drive Future Upside Versus Trimmed Fair Value Estimate
Analysts have trimmed their fair value estimate for Universal Music Group to about €28.90, while pointing to slightly higher assumed growth, margin expectations and discount rates. They also referenced recent bullish research and price target moves from several banks as support for the updated view.내러티브 업데이트 • Jan 25
UMG: AI Licensing Deals Will Support Higher Future Earnings Power
Analysts have inched up their price target on Universal Music Group to €31 from €30, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that modestly refine their view of the stock's fair value. Analyst Commentary Recent research points to a slightly higher fair value for Universal Music Group, with the price target now set at €31.내러티브 업데이트 • Jan 09
UMG: AI Partnerships And Retail Expansion Will Shape A Balanced Outlook
Analysts have trimmed their fair value estimate for Universal Music Group from €22.00 to €21.00 per share, reflecting updated views on slightly higher revenue growth assumptions, a modestly lower discount rate, a lower profit margin outlook, and a reduced future P/E multiple. What's in the News UMG is collaborating with NVIDIA to develop AI tools for music discovery, creation, and engagement using NVIDIA AI infrastructure and UMG's catalog of millions of tracks across genres and eras, with a focus on rightsholder attribution and protection (Key Developments).분석 기사 • Dec 29
Here's Why Universal Music Group (AMS:UMG) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Dec 26
UMG: AI Licensing Deals Will Drive New High-Margin Revenue Streams
Analysts have slightly trimmed their price target on Universal Music Group by about 1 percent, reflecting a modestly lower fair value estimate even as they factor in marginally stronger long term revenue growth and a broadly unchanged profitability and valuation outlook. What's in the News Universal Music and Warner Music are reportedly nearing AI licensing deals with multiple generative audio startups, including ElevenLabs, Stability AI, Suno, Udio and Klay Vision, signaling a potential wave of new revenue streams from AI audio platforms (Financial Times).내러티브 업데이트 • Dec 12
UMG: AI Licensing Deals Will Unlock New High-Margin Revenue Streams
Analysts have modestly raised their price target on Universal Music Group, reflecting incremental optimism around slightly faster expected revenue growth and higher future earnings multiples that more than offset a small downward revision to projected profit margins. What's in the News Universal Music and Warner Music are reportedly nearing landmark AI licensing deals with several generative AI startups, potentially securing new monetization and usage safeguards around their catalogs in the coming weeks (Financial Times).분석 기사 • Nov 16
Investors Met With Slowing Returns on Capital At Universal Music Group (AMS:UMG)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...분석 기사 • Oct 24
Some Shareholders Feeling Restless Over Universal Music Group N.V.'s (AMS:UMG) P/E Ratio
With a median price-to-earnings (or "P/E") ratio of close to 17x in the Netherlands, you could be forgiven for feeling...분석 기사 • Sep 30
Is Universal Music Group N.V. (AMS:UMG) Potentially Undervalued?
Universal Music Group N.V. ( AMS:UMG ) received a lot of attention from a substantial price movement on the ENXTAM over...분석 기사 • Sep 17
Calculating The Fair Value Of Universal Music Group N.V. (AMS:UMG)
Key Insights Universal Music Group's estimated fair value is €29.54 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Aug 21
Here's Why We Think Universal Music Group (AMS:UMG) Might Deserve Your Attention Today
ENXTAM:UMG 1 Year Share Price vs Fair Value Explore Universal Music Group's Fair Values from the Community and select...분석 기사 • Aug 08
Universal Music Group (AMS:UMG) Has Affirmed Its Dividend Of €0.24
Universal Music Group N.V. ( AMS:UMG ) has announced that it will pay a dividend of €0.24 per share on the 28th of...분석 기사 • Aug 03
Universal Music Group N.V. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a mediocre week for Universal Music Group N.V. ( AMS:UMG ) shareholders, with the stock dropping 14% to...
새로운 내러티브 • Nov 07
Innovative Streaming And Global Expansion Set To Boost Engagement And Drive Earnings Growth
Universal Music Group's focus on an artist-centric strategy and innovative streaming plans is set to boost revenue via enhanced customer engagement and monetization.주주 수익률
| UMG | NL Entertainment | NL 시장 | |
|---|---|---|---|
| 7D | -21.9% | -9.5% | -2.4% |
| 1Y | -40.0% | -30.2% | 41.9% |
수익률 대 산업: UMG은 지난 1년 동안 -30.2%의 수익을 기록한 Dutch Entertainment 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: UMG은 지난 1년 동안 41.9%를 기록한 Dutch 시장보다 저조한 성과를 냈습니다.
주가 변동성
| UMG volatility | |
|---|---|
| UMG Average Weekly Movement | 8.0% |
| Entertainment Industry Average Movement | 5.4% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in NL Market | 8.1% |
| 10% least volatile stocks in NL Market | 2.3% |
안정적인 주가: UMG의 주가는 지난 3개월 동안 Dutch 시장보다 변동성이 컸습니다.
시간에 따른 변동성: UMG의 주간 변동성(8%)은 지난 1년 동안 안정적이었지만 Dutch 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2020 | 9,636 | Lucian Grainge | www.universalmusic.com |
유니버설 뮤직 그룹은 전 세계 음악 회사로 운영되고 있습니다. 이 회사는 음반, 음악 출판, 머천다이징 및 기타 부문을 통해 운영됩니다. 레코딩 음악 부문은 레코딩 아티스트를 발굴 및 개발하고 다양한 형식과 플랫폼에서 음악을 라이선스, 마케팅, 홍보, 배포 및 판매하며 라이브 이벤트, 스폰서십, 영화 및 텔레비전 운영에도 관여합니다.
Universal Music Group N.V. 기초 지표 요약
| UMG 기초 통계 | |
|---|---|
| 시가총액 | €26.16b |
| 순이익 (TTM) | €323.00m |
| 매출 (TTM) | €12.82b |
81.0x
주가수익비율(P/E)2.0x
주가매출비율(P/S)UMG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| UMG 손익계산서 (TTM) | |
|---|---|
| 매출 | €12.82b |
| 매출원가 | €7.48b |
| 총이익 | €5.34b |
| 기타 비용 | €5.02b |
| 순이익 | €323.00m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.18 |
| 총이익률 | 41.68% |
| 순이익률 | 2.52% |
| 부채/자본 비율 | 126.6% |
UMG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.6%
현재 배당 수익률296%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 19:51 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Universal Music Group N.V.는 30명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| JULIEN ROCH | Barclays |
| Christophe Cherblanc | Bernstein |
| William Packer | BNP Paribas |