Narrative Update • Jul 24
The Media is pretty flat in the last 7 days, but Ipsos has stood out, gaining 12%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 14% annually.
Has the French Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | €42.0b | €54.5b | €2.6b | 13.9x | 15.8x | 0.8x |
| Tue, 23 Jun 2026 | €42.0b | €52.6b | €2.1b | 14.1x | 20.4x | 0.8x |
| Thu, 21 May 2026 | €41.5b | €52.6b | €2.1b | 13x | 20.1x | 0.8x |
| Sat, 18 Apr 2026 | €40.5b | €52.3b | €2.1b | 13.4x | 19.1x | 0.8x |
| Mon, 16 Mar 2026 | €35.0b | €49.6b | €2.2b | 11.4x | 15.7x | 0.7x |
| Wed, 11 Feb 2026 | €34.9b | €49.2b | €1.6b | 12.1x | 21.2x | 0.7x |
| Fri, 09 Jan 2026 | €36.2b | €48.6b | €1.7b | 12.4x | 21.2x | 0.7x |
| Sun, 07 Dec 2025 | €36.0b | €48.7b | €1.7b | 12.4x | 21x | 0.7x |
| Tue, 04 Nov 2025 | €36.4b | €48.7b | €1.7b | 12.5x | 21.2x | 0.7x |
| Thu, 02 Oct 2025 | €35.9b | €48.8b | €1.7b | 11.9x | 20.9x | 0.7x |
| Sat, 30 Aug 2025 | €35.2b | €48.8b | €1.8b | 11.9x | 19.7x | 0.7x |
| Mon, 28 Jul 2025 | €37.1b | €48.4b | €1.8b | 11.7x | 20.6x | 0.8x |
| Wed, 25 Jun 2025 | €39.9b | €47.6b | €1.8b | 11.8x | 22.5x | 0.8x |
| Fri, 23 May 2025 | €40.3b | €47.6b | €1.8b | 12.6x | 22.7x | 0.8x |
| Sun, 20 Apr 2025 | €37.0b | €47.5b | €1.8b | 11.4x | 20.7x | 0.8x |
| Tue, 18 Mar 2025 | €40.6b | €47.3b | €1.8b | 10.5x | 22.5x | 0.9x |
| Thu, 13 Feb 2025 | €41.4b | €42.9b | €2.4b | 11.1x | 17x | 1x |
| Sat, 11 Jan 2025 | €39.9b | €42.2b | €2.2b | 10.8x | 17.9x | 0.9x |
| Mon, 09 Dec 2024 | €48.7b | €52.0b | €2.6b | 10.8x | 18.8x | 0.9x |
| Wed, 06 Nov 2024 | €49.7b | €52.0b | €2.6b | 11.3x | 19.2x | 1x |
| Fri, 04 Oct 2024 | €50.0b | €52.0b | €2.6b | 12.3x | 19.4x | 1x |
| Sun, 01 Sep 2024 | €51.5b | €51.9b | €2.6b | 13.6x | 19.9x | 1x |
| Tue, 30 Jul 2024 | €51.4b | €51.9b | €3.0b | 14.3x | 17.3x | 1x |
| Thu, 27 Jun 2024 | €51.8b | €46.1b | €2.9b | 16.2x | 18x | 1.1x |
| Sat, 25 May 2024 | €54.6b | €46.1b | €2.9b | 17.1x | 19x | 1.2x |
| Mon, 22 Apr 2024 | €51.6b | €46.0b | €2.9b | 18.3x | 18x | 1.1x |
| Wed, 20 Mar 2024 | €51.0b | €45.9b | €2.8b | 18x | 17.9x | 1.1x |
| Fri, 16 Feb 2024 | €51.2b | €44.6b | €1.7b | 16.2x | 30x | 1.1x |
| Sun, 14 Jan 2024 | €47.3b | €44.5b | €1.7b | 16.4x | 28.4x | 1.1x |
| Tue, 12 Dec 2023 | €44.0b | €44.5b | €1.7b | 15.4x | 26.4x | 1x |
| Thu, 09 Nov 2023 | €40.5b | €44.5b | €1.7b | 14x | 24.3x | 0.9x |
| Sat, 07 Oct 2023 | €39.4b | €44.6b | €1.6b | 13x | 24.2x | 0.9x |
| Mon, 04 Sep 2023 | €40.9b | €44.5b | €1.6b | 14x | 25.1x | 0.9x |
| Wed, 02 Aug 2023 | €40.9b | €44.5b | €1.6b | 12.7x | 25.1x | 0.9x |
25.1x
Which industries have driven the changes within the French Telecom industry?
| FR Market | -0.24% | |
| Telecom | -1.17% | |
| Media | -0.36% | |
| Advertising | 1.24% | |
| Broadcasting | -0.57% | |
| Publishing | -3.85% | |
| Cable and Satellite | -5.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IPS Ipsos | €40.10 | 12.2% +€186.4m | -3.7% | PE9.8x | |
| PUB Publicis Groupe | €88.42 | 0.8% +€179.8m | 5.9% | PE13.6x | |
| MMT Métropole Télévision | €11.94 | 0.3% +€5.0m | -8.2% | PE12.2x | |
| DEC JCDecaux | €21.96 | 0.09% +€4.3m | 39.2% | PE17.8x | |
| ALPRI Prismaflex International | €8.58 | 7.2% +€784.8k | -12.4% | PE14.3x |