TFI Share Price Performance
€6.70
-1.78 (-20.96%)
17.9% undervalued intrinsic discount
€8.15
Fair Value
Price €6.70
AnalystConsensusTarget €8.15
AnalystHighTarget €10.00
AnalystLowTarget €7.00
Fair Value€8.15
Share Pricen/a
Narrative Update • May 02
TF1 SA Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 35 Fair Values set on narratives written by author
TFI Community Narratives
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Fair Value
·Fair Value €8.15 17.9% undervalued intrinsic discount
Digital Monetization And Netflix Alliance Will Expand Global Reach
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14users have followed this narrative
AN
Fair Value
·Fair Value €10 33.1% undervalued intrinsic discount
Ongoing Digitization And Local Content Will Expand Media Audiences
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
Fair Value
·Fair Value €7 4.4% undervalued intrinsic discount
Falling French Ad Revenue And Rising Costs Will Worsen Outlook
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Digital Monetization And Netflix Alliance Will Expand Global Reach
Key Takeaways Strong digital growth and new monetization features position TF1+ for accelerated revenue and margin expansion through premium offerings and higher-margin advertising. Strategic alliances and international expansion broaden TF1's distribution, strengthening future revenue streams and increasing global audience reach.Read more
AN
€8.15
17.9% undervalued intrinsic discount
Fair Value
Revenue
0.58% p.a.
Profit Margin
5.61%
Future PE
15.54x
Price in 2029
€9.77
Ongoing Digitization And Local Content Will Expand Media Audiences
Key Takeaways TF1+ is poised for strong digital revenue and margin growth, driven by rising user engagement, successful monetization strategies, and premium content partnerships. Market leadership in localized French content and advanced ad technology positions TF1 to sustain long-term growth amid rising industry competition and shifting advertiser demand.Read more
AN
€10
33.1% undervalued intrinsic discount
Fair Value
Revenue
1.16% p.a.
Profit Margin
5.33%
Future PE
19.7x
Price in 2029
€11.98
Falling French Ad Revenue And Rising Costs Will Worsen Outlook
Key Takeaways Heavy reliance on declining French linear TV and limited international reach increase vulnerability to domestic market shifts and regulatory risks. Intensifying competition from global streaming giants and rising content costs threaten profitability, audience growth, and digital transformation success.Read more
AN
€7
4.4% undervalued intrinsic discount
Fair Value
Revenue
0.038% p.a.
Profit Margin
5.56%
Future PE
13.67x
Price in 2029
€8.39
Trending Discussion
Recently Updated Narratives
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TFI: Future P/E Reset Will Support Dividend Led Upside Potential
Fair Value: €8.15 17.9% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating
Fair Value: €10 33.1% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TFI: Dividend Commitment Will Face Pressure From Softer European Media Position
Fair Value: €7 4.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
TF1 SA Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 24, 2026
- 0.68
- 46.63%
- 6.33%
- 7.2%
About TFI
- Founded
- 1982
- Employees
- 3036
- CEO
- WebsiteView website
TF1 SA operates as a media and entertainment company, primarily engages in television broadcasting, content creation, and distribution of audiovisual rights in France, Continental Europe, and internationally. The company operates through two segments, Media and Studio TF1. The Media segment includes TV channels and content creation activities, the TF1+ free streaming platform, and produces and acquires audiovisual rights for TV channels in line with French broadcasting industry regulations. This segment engages in the sale of advertising space through individually negotiated space-buying deals and programmatic ad sale auctions; and making content and services. The Studio TF1 segment produces, acquires, develops, and distributes audiovisual rights, such as films, drama, TV movies, cartoons, documentaries, unscripted shows, etc. TF1 SA was incorporated in 1982 and is based in Boulogne-Billancourt, France.
