Narrative Update • Jul 10
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- 7D-1.2%
- 3M-9.4%
- 1Y-18.6%
- YTD-10.7%
Over the last 7 days, the Media industry has dropped 1.2%, driven by a pullback from RTL Group of 2.9%. In contrast, Tele Columbus has gained 6.0%. Overall the industry is down 19% in 12 months. Looking forward, earnings are forecast to grow by 30% annually.
Industry Valuation and Performance
Has the German Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | €11.7b | €14.6b | €347.2m | 15.6x | 33.7x | 0.8x |
| Thu, 11 Jun 2026 | €12.0b | €14.6b | €348.5m | 29.2x | 34.5x | 0.8x |
| Sat, 09 May 2026 | €13.2b | €15.0b | €34.2m | 45.9x | 384.4x | 0.9x |
| Mon, 06 Apr 2026 | €12.6b | €15.1b | €40.0m | 31x | 314.4x | 0.8x |
| Wed, 04 Mar 2026 | €12.4b | €15.2b | €233.0m | 28.5x | 53.4x | 0.8x |
| Fri, 30 Jan 2026 | €13.3b | €15.2b | €234.6m | 28.2x | 56.7x | 0.9x |
| Sun, 28 Dec 2025 | €13.2b | €15.2b | €234.6m | 29.4x | 56.3x | 0.9x |
| Tue, 25 Nov 2025 | €13.0b | €14.7b | €531.4m | 28.8x | 24.5x | 0.9x |
| Thu, 23 Oct 2025 | €14.2b | €14.7b | €486.2m | 27.7x | 29.2x | 1x |
| Sat, 20 Sep 2025 | €14.2b | €14.7b | €485.2m | 27.1x | 29.3x | 1x |
| Mon, 18 Aug 2025 | €14.8b | €14.7b | €484.7m | 26.8x | 30.6x | 1x |
| Wed, 16 Jul 2025 | €14.3b | €14.9b | €553.7m | 27.3x | 25.9x | 1x |
| Fri, 13 Jun 2025 | €14.4b | €14.9b | €553.7m | 29.7x | 26.1x | 1x |
| Sun, 11 May 2025 | €13.6b | €14.9b | €614.6m | 29.7x | 22.1x | 0.9x |
| Tue, 08 Apr 2025 | €13.1b | €14.8b | €608.4m | 27x | 21.5x | 0.9x |
| Thu, 06 Mar 2025 | €10.5b | €13.0b | €508.8m | 28.6x | 20.7x | 0.8x |
| Sat, 01 Feb 2025 | €9.9b | €13.0b | €511.5m | 29.5x | 19.4x | 0.8x |
| Mon, 30 Dec 2024 | €8.8b | €13.0b | €511.5m | 30.6x | 17.1x | 0.7x |
| Wed, 27 Nov 2024 | €13.6b | €12.9b | €543.1m | 23.1x | 25.1x | 1.1x |
| Fri, 25 Oct 2024 | €14.8b | €13.4b | €337.5m | 28.8x | 43.8x | 1.1x |
| Sun, 22 Sep 2024 | €10.1b | €13.4b | €338.9m | 26.7x | 29.7x | 0.8x |
| Tue, 20 Aug 2024 | €10.0b | €13.4b | €345.8m | 26.6x | 28.9x | 0.7x |
| Thu, 18 Jul 2024 | €10.7b | €13.2b | €212.1m | 28.3x | 50.7x | 0.8x |
| Sat, 15 Jun 2024 | €10.0b | €13.2b | €212.0m | 29.2x | 47.3x | 0.8x |
| Mon, 13 May 2024 | €10.5b | €13.2b | €226.9m | 22.1x | 46.2x | 0.8x |
| Wed, 10 Apr 2024 | €10.3b | €13.1b | €229.6m | 31.5x | 44.9x | 0.8x |
| Fri, 08 Mar 2024 | €10.2b | €13.9b | €504.1m | 28.3x | 20.2x | 0.7x |
| Sun, 04 Feb 2024 | €19.1b | €14.0b | €408.8m | 28.7x | 46.7x | 1.4x |
| Tue, 02 Jan 2024 | €18.9b | €14.0b | €408.7m | 30.1x | 46.3x | 1.4x |
| Thu, 30 Nov 2023 | €18.7b | €14.0b | €372.8m | 34.9x | 50.3x | 1.3x |
| Sat, 28 Oct 2023 | €17.8b | €14.0b | €334.4m | 33x | 53.2x | 1.3x |
| Mon, 25 Sep 2023 | €18.2b | €14.0b | €335.7m | 21.4x | 54.2x | 1.3x |
| Wed, 23 Aug 2023 | €18.9b | €14.0b | €342.1m | 21.6x | 55.2x | 1.3x |
| Fri, 21 Jul 2023 | €19.9b | €13.9b | €590.6m | 18.3x | 33.7x | 1.4x |
Price to Earnings Ratio
33.7x
Current Industry PE
- Investors are pessimistic on the German Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 33.7x which is lower than its 3-year average PE of 54.7x.
- The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the Media industry have declined 16% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the German Telecom industry?
| DE Market | -2.30% | |
| Telecom | 3.54% | |
| Media | -1.19% | |
| Publishing | 0.19% | |
| Advertising | 0.074% | |
| Cable and Satellite | 0% | 0 |
| Broadcasting | -2.61% | |
Industry PE
- Investors are most optimistic about the Advertising industry even though it's trading below its 3-year average PE ratio of 32.3x.
- Analysts are expecting annual earnings growth of 22.9%, which is higher than its past year's earnings decline of 33.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 54% over the next 5 years.
- However this is lower than its past earnings growth rate of 87% per year.
- In contrast, the Publishing industry is expected to see its earnings decline by 2.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TC1 Tele Columbus | €0.53 | 6.0% +€17.6m | 26.2% | PS0.7x | |
| SPG Springer Nature KGaA | €18.14 | 0.2% +€8.0m | -5.2% | PE10.1x | |
| VRV Verve Group Media | €1.44 | 2.0% +€5.6m | -53.4% | PS0.5x | |
| APM ad pepper media International | €2.66 | 2.3% +€1.5m | -8.3% | PE91.7x | |
| 8450 Sociallite US | €0.018 | 378.9% +€167.0k | 102.2% | PE-0.09x |
