Analysts Are Updating Their TF1 SA (EPA:TFI) Estimates After Its Half-Yearly Results
Jul 28
French (CAC) Media Industry Analysis
UpdatedJul 28, 2024
DataAggregated Company Financials
Companies32
- 7D-3.2%
- 3M-3.1%
- 1Y19.4%
- YTD10.0%
Over the last 7 days, the Media industry has dropped 3.2%, driven by Vivendi declining 8.8%. In contrast, Eutelsat Group has gained 6.3%. Over the past 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the French Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jul 2024 | €51.3b | €51.9b | €3.0b | 14.4x | 17.3x | 1x |
| Tue, 25 Jun 2024 | €52.4b | €46.1b | €2.9b | 16.4x | 18.2x | 1.1x |
| Thu, 23 May 2024 | €54.2b | €46.1b | €2.9b | 17.9x | 18.9x | 1.2x |
| Sat, 20 Apr 2024 | €52.2b | €46.0b | €2.9b | 18.3x | 18.2x | 1.1x |
| Mon, 18 Mar 2024 | €51.0b | €45.9b | €2.8b | 17.9x | 17.9x | 1.1x |
| Wed, 14 Feb 2024 | €50.6b | €44.6b | €1.7b | 16.1x | 30.2x | 1.1x |
| Fri, 12 Jan 2024 | €46.7b | €44.5b | €1.7b | 16.5x | 28x | 1x |
| Sun, 10 Dec 2023 | €43.4b | €44.5b | €1.7b | 15.2x | 26x | 1x |
| Tue, 07 Nov 2023 | €40.7b | €44.5b | €1.7b | 14.1x | 24.4x | 0.9x |
| Thu, 05 Oct 2023 | €39.2b | €44.6b | €1.6b | 12.6x | 24.1x | 0.9x |
| Sat, 02 Sep 2023 | €40.9b | €44.5b | €1.6b | 13.9x | 25.1x | 0.9x |
| Mon, 31 Jul 2023 | €41.8b | €44.5b | €1.6b | 12.6x | 25.6x | 0.9x |
| Wed, 28 Jun 2023 | €41.3b | €43.2b | €1.5b | 13.3x | 27x | 1x |
| Fri, 26 May 2023 | €41.6b | €43.1b | €1.5b | 14.3x | 27.2x | 1x |
| Sun, 23 Apr 2023 | €45.5b | €43.2b | €1.5b | 14.9x | 29.5x | 1.1x |
| Tue, 21 Mar 2023 | €43.2b | €43.1b | €1.5b | 13.4x | 27.9x | 1x |
| Thu, 16 Feb 2023 | €45.5b | €42.5b | €2.1b | 13.8x | 21.5x | 1.1x |
| Sat, 14 Jan 2023 | €42.2b | €41.1b | €2.0b | 11.8x | 20.6x | 1x |
| Mon, 12 Dec 2022 | €39.9b | €41.0b | €2.0b | 11.2x | 19.5x | 1x |
| Wed, 09 Nov 2022 | €37.7b | €41.0b | €2.0b | 11x | 18.5x | 0.9x |
| Fri, 07 Oct 2022 | €34.4b | €41.0b | €2.1b | 11.5x | 16.8x | 0.8x |
| Sun, 04 Sep 2022 | €35.2b | €41.0b | €2.1b | 12x | 17.1x | 0.9x |
| Tue, 02 Aug 2022 | €36.7b | €40.9b | €2.0b | 12x | 17.9x | 0.9x |
| Thu, 30 Jun 2022 | €37.0b | €38.0b | €1.2b | 11.1x | 30.4x | 1x |
| Sat, 28 May 2022 | €41.8b | €37.9b | €1.2b | 11.4x | 34.3x | 1.1x |
| Mon, 25 Apr 2022 | €44.8b | €37.7b | €1.1b | 14x | 40.2x | 1.2x |
| Wed, 23 Mar 2022 | €45.3b | €37.6b | €1.1b | 14.2x | 41.9x | 1.2x |
| Fri, 18 Feb 2022 | €46.8b | €43.7b | €2.1b | 14x | 21.8x | 1.1x |
| Sun, 16 Jan 2022 | €46.0b | €42.9b | €1.9b | 14.2x | 23.9x | 1.1x |
| Tue, 14 Dec 2021 | €44.1b | €42.9b | €1.9b | 13.8x | 23.1x | 1x |
| Thu, 11 Nov 2021 | €45.4b | €42.9b | €1.9b | 14.5x | 23.8x | 1.1x |
| Sat, 09 Oct 2021 | €43.5b | €42.8b | €1.9b | 13.9x | 22.8x | 1x |
| Mon, 06 Sep 2021 | €31.8b | €26.0b | €720.8m | 16.9x | 44.1x | 1.2x |
| Wed, 04 Aug 2021 | €30.6b | €26.0b | €720.8m | 15.8x | 42.4x | 1.2x |
Price to Earnings Ratio
42.4x
Current Industry PE
- Investors are pessimistic on the French 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 17.3x which is lower than its 3-year average PE of 25.5x.
- The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 60% per year over the last three years.
- Revenues for these companies have grown 26% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the French Telecom industry?
| FR Market | 0.042% | |
| Telecom | -2.28% | |
| Media | -3.17% | |
| Cable and Satellite | 6.29% | |
| Publishing | -1.55% | |
| Advertising | -1.97% | |
| Broadcasting | -7.52% | |
Industry PE
- Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 67.3x.
- Analysts are expecting annual earnings growth of 32.1%, which is higher than its past year's earnings decline of 65.7% per year.
- Investors are most pessimistic about the Advertising industry, which is trading below its 3-year average of 20.4x.
Forecasted Growth
- Analysts are most optimistic on the Publishing industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 66% per year.
- In contrast, the Cable and Satellite industry is expected to see its earnings decline by 18% 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 | |
|---|---|---|---|---|---|
| ETL Eutelsat Group | €4.90 | 6.3% +€137.7m | -21.4% | PE32.4x | |
| ALBIZ Obiz | €6.14 | 2.3% +€816.9k | -4.7% | PE284.1x | |
| ALDUX AdUX | €1.64 | 5.1% +€497.5k | 14.7% | PE3.6x |
