Analysis Article • Sep 20
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- 7D-2.1%
- 3M-0.2%
- 1Y-9.8%
- YTD-3.4%
Over the last 7 days, the Media industry has dropped 2.1%, driven by a pullback from MFE-Mediaforeurope of 5.9%. Overall the industry is down 9.8% in 12 months. As for the next few years, earnings are expected to grow by 17% per annum.
Industry Valuation and Performance
Has the Italian Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | €5.0b | €9.9b | €426.8m | 14x | 11.7x | 0.5x |
| Thu, 20 Aug 2026 | €5.2b | €9.2b | €492.6m | 13.2x | 10.6x | 0.6x |
| Sat, 18 Jul 2026 | €5.3b | €9.2b | €486.7m | 13.9x | 10.9x | 0.6x |
| Mon, 15 Jun 2026 | €5.4b | €9.2b | €486.5m | 13.6x | 11.1x | 0.6x |
| Wed, 13 May 2026 | €5.2b | €8.3b | €533.8m | 13.8x | 9.7x | 0.6x |
| Fri, 10 Apr 2026 | €5.1b | €7.2b | €515.7m | 13.6x | 9.9x | 0.7x |
| Sun, 08 Mar 2026 | €5.2b | €7.1b | €508.0m | 15.1x | 10.2x | 0.7x |
| Tue, 03 Feb 2026 | €5.3b | €7.1b | €508.0m | 14.8x | 10.5x | 0.7x |
| Thu, 01 Jan 2026 | €5.3b | €7.1b | €508.7m | 14.3x | 10.3x | 0.7x |
| Sat, 29 Nov 2025 | €5.2b | €7.1b | €512.3m | 14.8x | 10.2x | 0.7x |
| Mon, 27 Oct 2025 | €5.3b | €7.2b | €384.2m | 15.8x | 13.8x | 0.7x |
| Wed, 24 Sep 2025 | €5.6b | €7.1b | €374.8m | 17.4x | 15x | 0.8x |
| Fri, 22 Aug 2025 | €4.8b | €7.1b | €381.5m | 15.6x | 12.6x | 0.7x |
| Sun, 20 Jul 2025 | €4.8b | €7.3b | €369.8m | 15.8x | 13x | 0.7x |
| Tue, 17 Jun 2025 | €5.1b | €7.3b | €371.0m | 16x | 13.7x | 0.7x |
| Thu, 15 May 2025 | €5.0b | €7.3b | €360.0m | 15.4x | 14x | 0.7x |
| Sat, 12 Apr 2025 | €4.5b | €7.5b | €461.0m | 9.6x | 9.7x | 0.6x |
| Mon, 10 Mar 2025 | €4.8b | €7.5b | €469.3m | 9.8x | 10.2x | 0.6x |
| Wed, 05 Feb 2025 | €4.6b | €7.5b | €469.3m | 10.3x | 9.9x | 0.6x |
| Fri, 03 Jan 2025 | €4.4b | €7.5b | €468.0m | 9.4x | 9.4x | 0.6x |
| Sun, 01 Dec 2024 | €4.2b | €7.6b | €457.8m | 9.3x | 9.1x | 0.5x |
| Tue, 29 Oct 2024 | €4.4b | €7.5b | €454.1m | 9x | 9.8x | 0.6x |
| Thu, 26 Sep 2024 | €4.4b | €7.6b | €413.6m | 10.7x | 10.6x | 0.6x |
| Sat, 24 Aug 2024 | €4.3b | €7.6b | €403.9m | 10.2x | 10.7x | 0.6x |
| Mon, 22 Jul 2024 | €4.4b | €6.5b | €363.9m | 10.9x | 12x | 0.7x |
| Wed, 19 Jun 2024 | €3.7b | €6.2b | €319.3m | 11.1x | 11.7x | 0.6x |
| Fri, 17 May 2024 | €4.1b | €7.2b | €347.2m | 11x | 11.8x | 0.6x |
| Sun, 14 Apr 2024 | €3.6b | €7.2b | €389.8m | 9.2x | 9.3x | 0.5x |
| Tue, 12 Mar 2024 | €3.3b | €7.1b | €396.8m | 9.1x | 8.4x | 0.5x |
| Thu, 08 Feb 2024 | €3.4b | €7.1b | €396.8m | 9.7x | 8.6x | 0.5x |
| Sat, 06 Jan 2024 | €3.6b | €7.2b | €395.0m | 9.1x | 9.1x | 0.5x |
| Mon, 04 Dec 2023 | €3.2b | €7.0b | €399.5m | 8.7x | 7.9x | 0.5x |
| Wed, 01 Nov 2023 | €2.8b | €7.1b | €411.3m | 7.6x | 6.9x | 0.4x |
| Fri, 29 Sep 2023 | €3.1b | €7.0b | €429.7m | 10.1x | 7.2x | 0.4x |
Price to Earnings Ratio
7.2x
Current Industry PE
- Investors are optimistic on the Italian Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.7x which is higher than its 3-year average PE of 10.6x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
- The earnings for companies in the Media industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 12% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Italian Telecom industry?
| IT Market | 1.67% | |
| Telecom | 1.87% | |
| Media | -2.08% | |
| Advertising | 1.03% | |
| Publishing | -0.26% | |
| Broadcasting | -5.88% | |
Industry PE
- Investors are most optimistic about the Advertising industry even though it's trading below its 3-year average PE ratio of 182x.
- Analysts are expecting annual earnings decline of 5.1%, which is lower than the prior year's growth of 32.1% per year.
- Investors are most pessimistic about the Publishing industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.7x.
Forecasted Growth
- Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings growth rate of 0.4% per year.
- In contrast, the Advertising industry is expected to see its earnings decline by 5.1% 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 | |
|---|---|---|---|---|---|
| FM Fiera Milano | €7.74 | 2.1% +€11.4m | 5.3% | PE7.2x | |
| IEG Italian Exhibition Group | €16.50 | 0.6% +€3.1m | 98.3% | PE15x | |
| IDNTT IDNTT | €3.16 | 2.6% +€738.5k | 27.4% | PE69.1x | |
| SGC SG | €0.32 | 6.7% +€573.1k | -3.4% | PS0.2x | |
| GAMB Gambero Rosso | €0.37 | 11.4% +€549.1k | 44.2% | PS0.4x |