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1. Company Snapshot

1.a. Company Description

Atresmedia Corporación de Medios de Comunicación, S.A., an audiovisual company, engages in the television, digital and multimedia development, advertising, cinema, radio, cinema, and events organization businesses in Spain and internationally.The company is involved in the production, distribution, and sale of TV series; and management of music rights, as well as produces and distributes channels on pay-TV platforms; and operates Atresplayer, an on-line video platform.It operates under the Antena 3, La Sexta, Onda Cero, Europa FM, etc.


brands.The company was formerly known as Antena 3 de Televisión, S.A. Atresmedia Corporación de Medios de Comunicación, S.A. was incorporated in 1988 and is based in Madrid, Spain.

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1.b. Last Insights on A3M

Atresmedia Corporación de Medios de Comunicación, S.A.'s recent performance was driven by a 4.8% revenue increase in Q4 2024, as reported during the earnings call. The company outlined plans for digital growth, positioning itself for expansion in a challenging market. Additionally, the company's focus on dividend payments has made it an attractive option for investors seeking stable income, with yields reaching up to 9%. This appeal is further enhanced by the current market environment, where dividend stocks are being sought after as a source of steady income amidst economic uncertainties.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.15%)

6. Segments

Audiovisual

Expected Growth: 3%

Atresmedia Corporación de Medios de Comunicación, S.A.'s Audiovisual segment growth is driven by increasing demand for premium content, expansion into new markets, and strategic partnerships. Additionally, the company's focus on digital transformation, investment in new technologies, and diversification of revenue streams contribute to its 3% growth.

Radio

Expected Growth: 5%

Atresmedia Corporación de Medios de Comunicación's Radio segment growth is driven by increasing advertising revenue, expansion into digital radio, and strategic partnerships. Additionally, the company's strong brand portfolio, including popular stations like Onda Cero and Europa FM, contributes to its growth. Furthermore, the company's focus on content diversification, including podcasts and online content, also supports its growth momentum.

Adjustments and Eliminations

Expected Growth: 2%

Atresmedia Corporación de Medios de Comunicación, S.A.'s 2% growth in Adjustments and Eliminations is driven by increasing operating efficiencies, cost savings from restructuring efforts, and strategic divestitures. Additionally, the company's focus on digital transformation and content diversification has led to improved revenue streams, contributing to the growth.

7. Detailed Products

Television

Atresmedia Corporación de Medios de Comunicación, S.A. operates several television channels, including Antena 3, La Sexta, and Neox, offering a range of programming including news, entertainment, and sports.

Radio

Atresmedia Corporación de Medios de Comunicación, S.A. owns and operates several radio stations, including Onda Cero, Europa FM, and Melodia FM, offering a range of music, news, and entertainment programming.

Digital Media

Atresmedia Corporación de Medios de Comunicación, S.A. operates several digital media platforms, including Atresplayer, offering a range of on-demand content, including TV shows, movies, and original content.

Advertising

Atresmedia Corporación de Medios de Comunicación, S.A. offers advertising solutions across its television, radio, and digital media platforms, including targeted advertising and sponsored content.

Content Production

Atresmedia Corporación de Medios de Comunicación, S.A. produces a range of content, including TV shows, movies, and digital content, for its own platforms and for third-party clients.

Events and Experiences

Atresmedia Corporación de Medios de Comunicación, S.A. organizes and promotes events, including concerts, festivals, and awards ceremonies, offering unique experiences for audiences.

8. Atresmedia Corporación de Medios de Comunicación, S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Atresmedia Corporación de Medios de Comunicación, S.A. is medium due to the presence of alternative media platforms and online content providers.

Bargaining Power Of Customers

The bargaining power of customers for Atresmedia Corporación de Medios de Comunicación, S.A. is low due to the company's strong brand presence and diversified media offerings.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Atresmedia Corporación de Medios de Comunicación, S.A. is medium due to the company's dependence on a few key suppliers for content and technology.

Threat Of New Entrants

The threat of new entrants for Atresmedia Corporación de Medios de Comunicación, S.A. is high due to the low barriers to entry in the media industry and the increasing popularity of digital media platforms.

Intensity Of Rivalry

The intensity of rivalry for Atresmedia Corporación de Medios de Comunicación, S.A. is high due to the competitive nature of the media industry and the presence of several established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 19.58%
Debt Cost 5.27%
Equity Weight 80.42%
Equity Cost 7.08%
WACC 6.72%
Leverage 24.35%

11. Quality Control: Atresmedia Corporación de Medios de Comunicación, S.A. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
RCS MediaGroup

A-Score: 7.5/10

Value: 8.5

Growth: 3.7

Quality: 6.9

Yield: 9.4

Momentum: 8.5

Volatility: 8.0

1-Year Total Return ->

View Full Report
Stock-Card
Atresmedia

A-Score: 7.1/10

Value: 7.0

Growth: 3.9

Quality: 7.0

Yield: 10.0

Momentum: 7.0

Volatility: 7.7

1-Year Total Return ->

View Full Report
Stock-Card
TF1

A-Score: 6.9/10

Value: 8.2

Growth: 3.6

Quality: 6.4

Yield: 9.4

Momentum: 6.0

Volatility: 8.0

1-Year Total Return ->

View Full Report
Stock-Card
Kinepolis

A-Score: 4.4/10

Value: 5.3

Growth: 6.0

Quality: 4.5

Yield: 1.2

Momentum: 2.0

Volatility: 7.3

1-Year Total Return ->

View Full Report
Stock-Card
Deezer

A-Score: 4.2/10

Value: 8.5

Growth: 5.8

Quality: 2.9

Yield: 0.0

Momentum: 5.5

Volatility: 2.3

1-Year Total Return ->

View Full Report
Stock-Card
AFC Ajax

A-Score: 4.0/10

Value: 7.2

Growth: 2.2

Quality: 2.1

Yield: 0.0

Momentum: 2.5

Volatility: 10.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

5.12$

Current Price

5.12$

Potential

-0.00%

Expected Cash-Flows