Analysts Have Made A Financial Statement On NRJ Group SA's (EPA:NRG) Half-Yearly Report
Aug 03
French (CAC) Media Industry Analysis
UpdatedAug 03, 2024
DataAggregated Company Financials
Companies32
- 7D-5.1%
- 3M-8.8%
- 1Y13.2%
- YTD4.4%
Over the last 7 days, the Media industry has dropped 5.1%, driven by a pullback from Publicis Groupe of 7.3%. In contrast, NRJ Group has gained 6.9%. This takes the industry's 12 month performance to a gain of 13%. As for the next few years, earnings are expected to grow by 11% 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, 04 Aug 2024 | €48.7b | €51.9b | €3.0b | 14.5x | 16.4x | 0.9x |
| Tue, 02 Jul 2024 | €50.3b | €46.1b | €2.9b | 14.7x | 17.5x | 1.1x |
| Thu, 30 May 2024 | €53.7b | €46.1b | €2.9b | 17.5x | 18.7x | 1.2x |
| Sat, 27 Apr 2024 | €52.9b | €46.0b | €2.9b | 18.5x | 18.4x | 1.1x |
| Mon, 25 Mar 2024 | €51.3b | €46.0b | €2.8b | 18x | 18.1x | 1.1x |
| Wed, 21 Feb 2024 | €51.4b | €44.6b | €1.5b | 16.4x | 34.5x | 1.2x |
| Fri, 19 Jan 2024 | €47.5b | €44.5b | €1.7b | 16.7x | 28.5x | 1.1x |
| Sun, 17 Dec 2023 | €45.1b | €44.5b | €1.7b | 16.1x | 27.1x | 1x |
| Tue, 14 Nov 2023 | €40.3b | €44.5b | €1.7b | 14.2x | 24.2x | 0.9x |
| Thu, 12 Oct 2023 | €41.2b | €44.6b | €1.6b | 14.1x | 25.4x | 0.9x |
| Sat, 09 Sep 2023 | €40.8b | €44.5b | €1.6b | 14.1x | 25x | 0.9x |
| Mon, 07 Aug 2023 | €41.1b | €44.5b | €1.6b | 13.2x | 25.2x | 0.9x |
| Wed, 05 Jul 2023 | €42.0b | €43.2b | €1.5b | 13.1x | 27.4x | 1x |
| Fri, 02 Jun 2023 | €41.2b | €43.1b | €1.5b | 14.2x | 26.9x | 1x |
| Sun, 30 Apr 2023 | €44.7b | €43.2b | €1.5b | 15.1x | 29.1x | 1x |
| Tue, 28 Mar 2023 | €42.9b | €43.1b | €1.5b | 12.6x | 27.7x | 1x |
| Thu, 23 Feb 2023 | €45.3b | €43.4b | €2.0b | 14x | 22.2x | 1x |
| Sat, 21 Jan 2023 | €42.2b | €41.1b | €2.0b | 11.5x | 20.7x | 1x |
| Mon, 19 Dec 2022 | €38.8b | €41.1b | €2.0b | 11.3x | 19x | 0.9x |
| Wed, 16 Nov 2022 | €39.5b | €41.0b | €2.0b | 11.9x | 19.3x | 1x |
| Fri, 14 Oct 2022 | €34.4b | €41.0b | €2.1b | 11.3x | 16.7x | 0.8x |
| Sun, 11 Sep 2022 | €35.7b | €41.0b | €2.1b | 11.5x | 17.3x | 0.9x |
| Tue, 09 Aug 2022 | €36.9b | €41.0b | €2.1b | 12x | 17.9x | 0.9x |
| Thu, 07 Jul 2022 | €35.2b | €38.0b | €1.2b | 10.9x | 28.9x | 0.9x |
| Sat, 04 Jun 2022 | €42.1b | €37.9b | €1.2b | 11.4x | 34.5x | 1.1x |
| Mon, 02 May 2022 | €43.8b | €37.7b | €1.1b | 13.8x | 39.2x | 1.2x |
| Wed, 30 Mar 2022 | €45.5b | €37.6b | €1.1b | 14.6x | 41.8x | 1.2x |
| Fri, 25 Feb 2022 | €44.8b | €44.2b | €2.5b | 14x | 18.1x | 1x |
| Sun, 23 Jan 2022 | €45.2b | €42.9b | €1.9b | 13.8x | 23.5x | 1.1x |
| Tue, 21 Dec 2021 | €43.2b | €42.9b | €1.9b | 13.7x | 22.6x | 1x |
| Thu, 18 Nov 2021 | €45.2b | €42.9b | €1.9b | 14.7x | 23.6x | 1.1x |
| Sat, 16 Oct 2021 | €44.0b | €42.8b | €1.9b | 13.8x | 23x | 1x |
| Mon, 13 Sep 2021 | €31.6b | €26.0b | €720.8m | 16.7x | 43.9x | 1.2x |
| Wed, 11 Aug 2021 | €30.8b | €26.0b | €720.8m | 15.9x | 42.7x | 1.2x |
Price to Earnings Ratio
42.7x
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 16.4x which is lower than its 3-year average PE of 25.4x.
- 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 | -3.46% | |
| Telecom | -3.07% | |
| Media | -5.12% | |
| Publishing | -1.34% | |
| Broadcasting | -3.94% | |
| Advertising | -5.89% | |
| Cable and Satellite | -6.65% | |
Industry PE
- Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 67.4x.
- 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 20.3x.
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 | |
|---|---|---|---|---|---|
| NRG NRJ Group | €8.04 | 6.9% +€40.2m | 17.5% | PE12.4x | |
| ALVAZ Vaziva Société anonyme | €38.60 | 6.6% +€6.4m | 63.6% | n/a | |
| ALBIZ Obiz | €6.70 | 9.1% +€3.3m | 0.9% | PE310x | |
| MLJ21 Jungle21 | €3.40 | 3.0% +€1.6m | 0% | PE22.8x | |
| ALHOP Hopscotch Global PR Group | €22.90 | 0.9% +€574.4k | 27.2% | PE14.4x |
