UMG Share Price Performance
€0
-24.51 (-100.00%)
Price €0
Fair Value€28.90
Share Pricen/a
Universal Music Group N.V. Stock Price
- 3 Narratives written by author
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- 37 Fair Values set on narratives written by author
UMG Community Narratives
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Fair Value €28.9 29.5% undervalued intrinsic discount
Paid Music Streaming Adoption Will Drive Revenue Despite Margin Pressures
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Fair Value €15 35.9% overvalued intrinsic discount
AI Disruption And Shifting Trends Will Erode Catalog Value
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Fair Value €36.91 44.8% undervalued intrinsic discount
Global Connectivity And Streaming Will Spur Expansion While Facing Headwinds
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AI Disruption And Shifting Trends Will Erode Catalog Value
Key Takeaways AI-driven music and fragmented digital consumption threaten UMG's catalog value, market share, and streaming revenues by empowering cheaper, independent, and synthetic alternatives. Shifting consumer preferences and rising internal costs are diminishing UMG's pricing power and profitability while exposing vulnerabilities from overreliance on superstar-driven content.Read more
82
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€15
35.9% overvalued intrinsic discount
Fair Value
Revenue
7.28% p.a.
Profit Margin
11.48%
Future PE
19.24x
Price in 2029
€18.6
Global Connectivity And Streaming Will Spur Expansion While Facing Headwinds
Key Takeaways UMG's unique global scale, artist roster, and emerging market presence set it up for sustained outperformance and above-industry growth in subscription revenues. Exclusive tech partnerships, innovation in AI and virtual experiences, and a broad catalog give UMG multiple high-margin growth opportunities few rivals can access.Read more
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€36.91
44.8% undervalued intrinsic discount
Fair Value
Revenue
9.92% p.a.
Profit Margin
14.28%
Future PE
35.66x
Price in 2029
€46.02
Paid Music Streaming Adoption Will Drive Revenue Despite Margin Pressures
Key Takeaways Digital streaming expansion, ARPU growth, and new premium tiers are driving recurring revenue, margin improvement, and global earnings momentum. Technology investment, AI partnerships, and asset-light ventures support operational efficiency, diversified revenue streams, and resilience against market fluctuations.Read more
180
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€28.9
29.5% undervalued intrinsic discount
Fair Value
Revenue
6.16% p.a.
Profit Margin
13.94%
Future PE
32.45x
Price in 2029
€35.98
Trending Discussion
Recently Updated Narratives
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UMG: AI Disruption Fears Will Pressure Long Term Catalog Economics
Fair Value: €15 35.9% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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UMG: AI Partnerships And Catalog Strength Will Support Future Earnings Power
Fair Value: €36.91 44.8% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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UMG: AI Partnerships Will Drive Future Upside Versus Trimmed Fair Value Estimate
Fair Value: €28.9 29.5% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
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Snowflake Analysis
Universal Music Group N.V. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 29, 2026
- 0.84
- 42.46%
- 12.26%
- 62.3%
About UMG
- Founded
- 2020
- Employees
- 9636
- CEO
- WebsiteView website
Universal Music Group N.V. operates as a music company worldwide. The company operates through Recorded Music, Music Publishing, and Merchandising & Other segments. Its Recorded Music segment discovers and develops recording artists, as well as licenses, markets, promotes, distributes, and sells their music across various formats and platforms; and engages in the live events, sponsorship, film, and television operations. The Music Publishing segment discovers and develops songwriters, as well as owns and administers the copyright for musical compositions used in recordings, public performances, and related uses, such as films and advertisements. Its Merchandising & Other segment produces and sells artist and other branded products through various sales channels, including fashion retail, concert touring, and online, as well as offers brand rights management services. Universal Music Group N.V. was incorporated in 2020 and is headquartered in Hilversum, the Netherlands.
