TF1 SA

ENXTPA:TFI Stok Raporu

Piyasa değeri: €1.4b

TF1 Yönetim

Yönetim kriter kontrolleri 3/4

TF1 CEO'su Rodolphe Belmer, Oct2022 tarihinde atandı, in görev süresi 3.58 yıldır. in toplam yıllık tazminatı € 2.61M olup, şirket hissesi ve opsiyonları dahil olmak üzere 35.3% maaş ve 64.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.001% ine doğrudan sahiptir ve bu hisseler € 10.11K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.7 yıl ve 4.6 yıldır.

Anahtar bilgiler

Rodolphe Belmer

İcra Kurulu Başkanı

€2.6m

Toplam tazminat

CEO maaş yüzdesi35.27%
CEO görev süresi3.6yrs
CEO sahipliği0.0007%
Yönetim ortalama görev süresi5.7yrs
Yönetim Kurulu ortalama görev süresi4.6yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi May 26

TFI: Future P/E Reset Will Support Rebound From Recent Downgrades

Analysts have reduced their price target on TF1 to €7 from €9.60, reflecting recent downgrades and concerns about the company's relative position in European media during the Middle East conflict. Analyst Commentary Bullish Takeaways Bullish analysts still see value support above the latest €7 target, with earlier research setting a higher level at €9.60, which suggests some room if execution on core TV and advertising operations meets expectations.
Anlatı Güncellemesi May 02

TFI: Future P/E Reset Will Support Dividend Led Upside Potential

TF1's analyst price target has been reset lower from about €9.72 to €8.15 as analysts factor in reduced fair value estimates and lower future P/E assumptions, along with recent target cuts and a downgrade that reference the company's positioning in European media. Analyst Commentary Recent research points to a series of price target resets for TF1, with JPMorgan and other firms revising their views as they reassess valuation assumptions and sector risks.
Anlatı Güncellemesi Apr 17

TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating

Narrative Update on TF1 The analyst price target for TF1 has shifted to a range anchored by recent cuts from €12.40 to €9.90 and then to €9.60, as analysts factor in weaker relative positioning in European media and reassess valuation assumptions, including P/E expectations and margin sustainability. Analyst Commentary Recent Street research on TF1 highlights a mix of cautious and constructive views, with price targets shifting as analysts reassess the company’s positioning in European media and revisit assumptions around margins and P/E levels.
Anlatı Güncellemesi Apr 03

TFI: Dividend Commitment Will Face Pressure From Softer European Media Position

Analyst price targets on TF1 have been revised lower toward €7, with the shift reflecting a more cautious view on the group's position in European media and its earnings outlook, as highlighted in recent research downgrades and target cuts. Analyst Commentary Recent research on TF1 has shifted toward a more cautious tone, with several bearish analysts reducing ratings and cutting price targets closer to €7.
Anlatı Güncellemesi Mar 20

TFI: Dividend Commitment And Overweight Rating Will Support Bullish Re Rating

Analysts have trimmed their fair value estimate for TF1 to €10.00 from €12.40, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research on TF1 has shifted more cautious overall, with cuts to fair value and ratings.
Anlatı Güncellemesi Mar 05

TFI: Dividend Pledge Will Be Tested By Softer Media Positioning

TF1's analyst price target has shifted down to around €7, with analysts pointing to the stock's weaker relative positioning in European media, as well as updated assumptions on revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent research updates on TF1 have leaned more cautious, with several bearish analysts cutting price targets and reassessing where the shares should trade relative to the broader European media peer group.
Anlatı Güncellemesi Feb 19

TFI: Dividend Commitment Will Face Test From Softer Margins And Advertising Risks

Analysts have trimmed their price target on TF1 from €7.90 to €7.30, citing weaker assumptions for revenue growth and profit margins, along with a higher expected P/E multiple. Analyst Commentary Bearish analysts are turning more cautious on TF1, with at least one research house moving to a more negative stance on the shares and cutting its price target.
Anlatı Güncellemesi Feb 05

TFI: Higher Future P/E Will Support Repriced Earnings Upside Potential

Analysts have trimmed their fair value estimate for TF1 from €10.13 to €9.72, pointing to softer revenue expectations, a lower projected profit margin, and a higher future P/E multiple as key drivers behind the reduced price target. Analyst Commentary Bullish Takeaways Bullish analysts still see support for TF1's revised fair value of €9.72, suggesting that the current valuation already reflects softer revenue expectations and tighter profit assumptions.
Anlatı Güncellemesi Jan 22

TFI: Higher Future P/E Assumptions Will Drive Bullish Re Rating

Analysts have trimmed their price target on TF1 to €12.40, reflecting updated assumptions for slightly lower revenue growth, a meaningfully lower profit margin profile, and a higher future P/E multiple, in part following more cautious recent research commentary on the shares. Analyst Commentary Recent research has grown more cautious on TF1, with some price targets adjusted to reflect expectations for softer revenue trends and profitability.
Anlatı Güncellemesi Jan 08

TFI: Stable Assumptions And P/E Will Support Bullish Upside Potential

Analysts have kept their TF1 price target broadly steady at about €10.13, reflecting only marginal tweaks to assumptions on revenue growth, profit margins and future P/E that do not materially change their overall view of the shares. Valuation Changes Fair Value: Kept unchanged at about €10.13 per share, indicating no revision to the central valuation estimate.
Anlatı Güncellemesi Dec 24

TFI: Margin Upside And Cost Control Will Drive Bullish Re-Rating

Analysts have nudged their fair value estimate for TF1 down slightly to EUR 12.40 from EUR 13.50, despite a higher EUR 13.70 Street price target. This reflects modestly softer long term revenue growth assumptions, partly offset by a slightly improved profit margin outlook and a lower future P E multiple.
Analiz Makalesi Dec 12

We Think TF1 (EPA:TFI) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Anlatı Güncellemesi Dec 10

TFI: Raised EUR 13.70 Outlook Will Rely On Stronger Cash Generation

Analysts have modestly raised their fair value estimate for TF1 to EUR 13.70 from EUR 13.50, reflecting slightly higher long term valuation expectations despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent commentary has highlighted a cautiously constructive stance on TF1.
Analiz Makalesi Nov 02

Analysts Have Made A Financial Statement On TF1 SA's (EPA:TFI) Third-Quarter Report

Shareholders might have noticed that TF1 SA ( EPA:TFI ) filed its quarterly result this time last week. The early...
Analiz Makalesi Aug 27

Should You Think About Buying TF1 SA (EPA:TFI) Now?

While TF1 SA ( EPA:TFI ) might not have the largest market cap around , it saw significant share price movement during...
Analiz Makalesi Jul 22

TF1 (EPA:TFI) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Apr 11

TF1 (EPA:TFI) Is Paying Out A Larger Dividend Than Last Year

The board of TF1 SA ( EPA:TFI ) has announced that it will be paying its dividend of €0.60 on the 28th of April, an...
Analiz Makalesi Mar 26

There Is A Reason TF1 SA's (EPA:TFI) Price Is Undemanding

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
Analiz Makalesi Mar 08

Is It Time To Consider Buying TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in the...
Analiz Makalesi Feb 18

TF1 SA (EPA:TFI) Annual Results: Here's What Analysts Are Forecasting For This Year

Investors in TF1 SA ( EPA:TFI ) had a good week, as its shares rose 3.7% to close at €8.07 following the release of its...
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Yeni Anlatı Feb 08

Upcoming Releases From Newen Studios Will Broaden Content Offerings And Reach In The Future

TF1+'s growth in digital advertising and content expansion is set to boost revenue and enhance geographic reach.
Analiz Makalesi Nov 07

TF1's (EPA:TFI) Performance Is Even Better Than Its Earnings Suggest

TF1 SA's ( EPA:TFI ) earnings announcement last week was disappointing for investors, despite the decent profit...
Analiz Makalesi Nov 02

TF1 SA (EPA:TFI) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Last week, you might have seen that TF1 SA ( EPA:TFI ) released its third-quarter result to the market. The early...
Analiz Makalesi Jul 28

Analysts Are Updating Their TF1 SA (EPA:TFI) Estimates After Its Half-Yearly Results

Last week saw the newest half-year earnings release from TF1 SA ( EPA:TFI ), an important milestone in the company's...
Analiz Makalesi Mar 20

We Think TF1's (EPA:TFI) Solid Earnings Are Understated

TF1 SA's ( EPA:TFI ) recent earnings report didn't offer any surprises, with the shares unchanged over the last week...
Analiz Makalesi Feb 24

TF1 (EPA:TFI) Is Increasing Its Dividend To €0.55

TF1 SA ( EPA:TFI ) will increase its dividend from last year's comparable payment on the 24th of April to €0.55. This...
Analiz Makalesi Feb 18

TF1 SA (EPA:TFI) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Shareholders of TF1 SA ( EPA:TFI ) will be pleased this week, given that the stock price is up 12% to €8.74 following...
Analiz Makalesi Jan 27

TF1 SA's (EPA:TFI) Shares Not Telling The Full Story

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
Analiz Makalesi Jan 09

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth of 15% on the ENXTPA over...
Analiz Makalesi Oct 26

These 4 Measures Indicate That TF1 (EPA:TFI) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Sep 28

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth in the teens level on the...
Analiz Makalesi Jun 22

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

While TF1 SA ( EPA:TFI ) might not be the most widely known stock at the moment, it received a lot of attention from a...
Analiz Makalesi May 07

TF1 (EPA:TFI) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Apr 05

Télévision Française 1 Société anonyme's (EPA:TFI) Upcoming Dividend Will Be Larger Than Last Year's

Télévision Française 1 Société anonyme's ( EPA:TFI ) dividend will be increasing from last year's payment of the same...
Analiz Makalesi Mar 09

Is It Time To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it saw a double-digit...
Analiz Makalesi Feb 18

Télévision Française 1 Société anonyme (EPA:TFI) Is Increasing Its Dividend To €0.50

Télévision Française 1 Société anonyme ( EPA:TFI ) has announced that it will be increasing its dividend from last...
Analiz Makalesi Jan 05

Are Investors Undervaluing Télévision Française 1 Société anonyme (EPA:TFI) By 28%?

Key Insights Télévision Française 1 Société anonyme's estimated fair value is €10.3 based on 2 Stage Free Cash Flow to...
Analiz Makalesi Oct 19

What Does Télévision Française 1 Société anonyme's (EPA:TFI) Share Price Indicate?

Télévision Française 1 Société anonyme ( EPA:TFI ), might not be a large cap stock, but it received a lot of attention...
Analiz Makalesi Sep 28

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Jul 03

When Should You Buy Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
Analiz Makalesi Jun 12

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Mar 26

Should You Investigate Télévision Française 1 Société anonyme (EPA:TFI) At €9.11?

While Télévision Française 1 Société anonyme ( EPA:TFI ) might not be the most widely known stock at the moment, it saw...
Analiz Makalesi Mar 03

Is Télévision Française 1 Société anonyme (EPA:TFI) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Dec 21

Is It Too Late To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
Analiz Makalesi Nov 29

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

CEO Tazminat Analizi

Rodolphe Belmer'un ücretlendirmesi TF1'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

€142m

Dec 31 2025€3m€920k

€153m

Sep 30 2025n/an/a

€183m

Jun 30 2025n/an/a

€188m

Mar 31 2025n/an/a

€191m

Dec 31 2024€3m€920k

€206m

Sep 30 2024n/an/a

€198m

Jun 30 2024n/an/a

€187m

Mar 31 2024n/an/a

€194m

Dec 31 2023€3m€920k

€192m

Sep 30 2023n/an/a

€165m

Jun 30 2023n/an/a

€151m

Mar 31 2023n/an/a

€170m

Dec 31 2022€1m€212k

€176m

Tazminat ve Piyasa: Rodolphe 'nin toplam tazminatı ($USD 3.03M ), French pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.25M ).

Tazminat ve Kazançlar: Rodolphe 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Rodolphe Belmer (56 yo)

3.6yrs
Görev süresi
€2,608,720
Tazminat

Mr. Rodolphe Belmer serves as Chief Executive Officer of TF1 SA (Formerly, Télévision Française 1 Société anonyme) since October 27, 2022 and also serves as its Chairman of the Board since February 13, 202...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Rodolphe Belmer
CEO & Chairman of the Board3.6yrs€2.61m0.00071%
€ 10.1k
Philippe Denery
Executive Vice President of Finance & Procurement10.3yrsVeri yokVeri yok
Raphaelle Deflesselle
Head of Technologies & Information Systems3yrsVeri yokVeri yok
Stéphane Feist
Head of Financial Communication and Investor Relationsno dataVeri yokVeri yok
Julie Burguburu
General Counsel3.3yrsVeri yokVeri yok
Anne-Gabrielle Dauba-Pantanacce
Chief Communications & Brand Officer1.3yrsVeri yokVeri yok
Valerie Languille
Executive Vice President of Human Resources & CSR3.7yrsVeri yokVeri yok
Ara Aprikian
Executive Vice President of Content10.3yrsVeri yokVeri yok
Thierry Thuillier
Executive Vice President of News8.7yrsVeri yokVeri yok
Olivia Papon
Head of International Advertisingno dataVeri yokVeri yok
Peggy Gouvello
Head of External Relations7.9yrsVeri yokVeri yok
Christophe Sommet
Head of Special Features Channels7.7yrsVeri yokVeri yok
5.7yrs
Ortalama Görev Süresi
57.5yo
Ortalama Yaş

Deneyimli Yönetim: TFI 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.7 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Rodolphe Belmer
CEO & Chairman of the Board3.3yrs€2.61m0.00071%
€ 10.1k
Romain Bessi
CEO of Newen Studios & Chairman of Newen Groupno dataVeri yokVeri yok
Orla Noonan
Independent Director4.1yrs€60.00k0.0014%
€ 20.4k
Olivier Roussat
Non-Independent Director13.1yrs€40.00k0.000050%
€ 711.7
Didier Casas
Non-Voting Directorno dataVeri yok0.010%
€ 148.5k
Marie Pic-Paris Allavena
Independent Director7.1yrs€50.00k0.00024%
€ 3.4k
Sophie Talamoni
Employee Representative Non-Independent Director12.1yrs€40.00k0%
€ 0
Coralie Piton
Independent Director1.1yrs€50.16k0.00024%
€ 3.4k
Cyril Bouygues
Directorless than a yearVeri yokVeri yok
Charlotte Bouygues
Representative Director6yrs€30.00kVeri yok
Marie-Aude Morel
Employee Shareholder Representative Director5.1yrs€40.00k0%
€ 0
Yoann Saillon
Employee Representative Director2.1yrs€40.00k0.000010%
€ 142.3
4.6yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TFI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 19:34
Gün Sonu Hisse Fiyatı2026/05/26 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

TF1 SA 22 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
JULIEN ROCHBarclays
Christophe CherblancBernstein
Annick MaasBernstein