Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to €2.01, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 49% over the past three years. New Risk • Jun 25
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €1.51, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 65% over the past three years. Aankondiging • May 29
Reworld Media Société Anonyme to Report First Half, 2026 Results on Jul 28, 2026 Reworld Media Société Anonyme announced that they will report first half, 2026 results on Jul 28, 2026 Aankondiging • May 01
Reworld Media Société Anonyme, Annual General Meeting, Jun 08, 2026 Reworld Media Société Anonyme, Annual General Meeting, Jun 08, 2026. Location: 8 rue barthelemy danjou, boulogne billancourt France Aankondiging • Feb 06
Reworld Media Société Anonyme to Report Fiscal Year 2025 Results on Feb 12, 2026 Reworld Media Société Anonyme announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Feb 12, 2026 Aankondiging • Jul 22
Reworld Media Société Anonyme to Report First Half, 2025 Results on Sep 24, 2025 Reworld Media Société Anonyme announced that they will report first half, 2025 results on Sep 24, 2025 Aankondiging • Apr 01
Reworld Media Société Anonyme to Report Q1, 2025 Results on Apr 29, 2025 Reworld Media Société Anonyme announced that they will report Q1, 2025 results on Apr 29, 2025 Aankondiging • Jan 16
Reworld Media Société Anonyme to Report Q4, 2024 Results on Mar 26, 2025 Reworld Media Société Anonyme announced that they will report Q4, 2024 results on Mar 26, 2025 New Risk • Nov 13
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €89.9m (US$94.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (5.4% net profit margin). Market cap is less than US$100m (€89.9m market cap, or US$94.9m). Reported Earnings • Sep 30
First half 2024 earnings released: EPS: €0.16 (vs €0.33 in 1H 2023) First half 2024 results: EPS: €0.16 (down from €0.33 in 1H 2023). Revenue: €264.1m (flat on 1H 2023). Net income: €9.22m (down 50% from 1H 2023). Profit margin: 3.5% (down from 7.0% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. New Risk • Sep 26
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 3.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.9% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change). Valuation Update With 7 Day Price Move • Aug 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €2.24, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 14x in the Media industry in Germany. Total loss to shareholders of 45% over the past three years. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €1.86, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Media industry in Germany. Total loss to shareholders of 54% over the past three years. Aankondiging • Aug 07
Reworld Media Société Anonyme to Report First Half, 2024 Results on Sep 25, 2024 Reworld Media Société Anonyme announced that they will report first half, 2024 results on Sep 25, 2024 Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to €2.22, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 46% over the past three years. Aankondiging • Jun 06
Reworld Media Société Anonyme to Report First Half, 2024 Results on Jul 19, 2024 Reworld Media Société Anonyme announced that they will report first half, 2024 results on Jul 19, 2024 Aankondiging • Apr 12
Reworld Media Société Anonyme (ENXTPA:ALREW) announces an Equity Buyback for €1 million worth of its shares. Reworld Media Société Anonyme (ENXTPA:ALREW) announces a share repurchase program. Under the program, the company will repurchase up to €1 million worth of its shares.The purpose of the program is to to cover the free share allocation plans for the company's key managers. The plan will be valid till December 31, 2024. Valuation Update With 7 Day Price Move • Apr 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €2.54, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 46% over the past three years. Reported Earnings • Mar 24
Full year 2023 earnings released Full year 2023 results: Revenue: €556.8m (up 10% from FY 2022). Net income: €39.0m (down 18% from FY 2022). Profit margin: 7.0% (down from 9.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Aankondiging • Mar 06
Reworld Media Société Anonyme (ENXTPA:ALREW) acquired Trygr. Reworld Media Société Anonyme (ENXTPA:ALREW) acquired Trygr on March 5, 2024. This operation strengthens the group's development in a rapidly growing digital advertising market segment. This is a strategic merger allowing us to offer advertisers a unique Retail Media & Data solution, exclusive to the media market.
Reworld Media Société Anonyme (ENXTPA:ALREW) completed the acquisition of Trygr on March 5, 2024. Aankondiging • Jan 25
Reworld Media Société Anonyme to Report Fiscal Year 2023 Results on Mar 20, 2024 Reworld Media Société Anonyme announced that they will report fiscal year 2023 results on Mar 20, 2024 Reported Earnings • Sep 25
First half 2023 earnings released: EPS: €0.33 (vs €0.35 in 1H 2022) First half 2023 results: EPS: €0.33 (down from €0.35 in 1H 2022). Revenue: €266.4m (up 10% from 1H 2022). Net income: €18.6m (down 5.7% from 1H 2022). Profit margin: 7.0% (down from 8.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. New Risk • Aug 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change). Aankondiging • Feb 04
Reworld Media Société Anonyme to Report Fiscal Year 2022 Results on Mar 22, 2023 Reworld Media Société Anonyme announced that they will report fiscal year 2022 results on Mar 22, 2023 Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 2 highly experienced directors. 1 independent director (2 non-independent directors). Independent Director Jerome Masurel was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Aankondiging • Oct 20
Reworld Media Société Anonyme (ENXTPA : ALREW) acquired Unify web publisher operations of Télévision Française 1 Société anonyme from Télévision Française 1 Société anonyme (ENXTPA : TFI). Reworld Media Société Anonyme (ENXTPA : ALREW) agreed to acquire Unify web publisher operations of Télévision Française 1 Société anonyme from Télévision Française 1 Société anonyme (ENXTPA : TFI) on June 28, 2022. The Reworld Group has also agreed to take over all of Unify Publisher’s employees. Closing of the transaction remains subject to the customary conditions precedent, in particular regulatory clearance from the French competition authority. Jean-Gabriel Flandrois, Ghizlen Sari-Ali, Magali Buchert, Jean-Hyacinthe de Mitry, Julien Guinot-Deléry, Jean-François Levraud and Cédric Vincent of Gide Loyrette Nouel A.A.R.P.I. acted as legal advisor to Reworld Media Société Anonyme and TF1 Group was advised by Darrois Villey Maillot Brochier. As of October 7, 2022, the transaction has been approved by the Autorité de la concurrence.
Reworld Media Société Anonyme (ENXTPA : ALREW) completed the acquisition of Unify web publisher operations of Télévision Française 1 Société anonyme from Télévision Française 1 Société anonyme (ENXTPA : TFI) on October 18, 2022. Reported Earnings • Sep 24
First half 2022 earnings released: EPS: €0 (vs €0.31 in 1H 2021) First half 2022 results: EPS: €0 (down from €0.31 in 1H 2021). Revenue: €243.9m (up 7.4% from 1H 2021). Net income: €17.1m (flat on 1H 2021). Profit margin: 7.0% (down from 7.5% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Aankondiging • Jul 01
Reworld Media Société Anonyme (ENXTPA:ALREW) agreed to acquire Unify's Publishers Business from Unify Group. Reworld Media Société Anonyme (ENXTPA:ALREW) agreed to acquire Unify's Publishers Business from Unify Group on June 29, 2022. Aankondiging • Jun 07
Reworld Media Société Anonyme to Report First Half, 2022 Results on Sep 21, 2022 Reworld Media Société Anonyme announced that they will report first half, 2022 results on Sep 21, 2022 Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jerome Masurel was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Apr 27
Reworld Media Société Anonyme (ENXTPA:ALREW) agreed to acquired SASU Groupe Psychologies from 4B Media. Reworld Media Société Anonyme (ENXTPA:ALREW) agreed to acquired SASU Groupe Psychologies from 4B Media on April 25, 2022. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improved over the past week After last week's 16% share price gain to €7.64, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Germany. Reported Earnings • Sep 26
First half 2021 earnings released: EPS €0.31 (vs €0.01 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €227.1m (up 13% from 1H 2020). Net income: €17.1m (up €16.5m from 1H 2020). Profit margin: 7.5% (up from 0.3% in 1H 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improved over the past week After last week's 15% share price gain to €5.18, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Media industry in Germany. Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment improved over the past week After last week's 29% share price gain to €4.46, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 25x in the Media industry in Germany. Reported Earnings • Mar 22
Full year 2020 earnings released: EPS €0.24 (vs €0.61 in FY 2019) The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €428.6m (up 46% from FY 2019). Net income: €12.8m (down 50% from FY 2019). Profit margin: 3.0% (down from 8.6% in FY 2019). Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improved over the past week After last week's 16% share price gain to €3.67, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.7x. This compares to an average P/E of 21x in the Media industry in Germany.