1.30%
5.66%
-72.13%
-71.00%
-73.53%
-76.82%
-72.71%
AI Spotlight on VIV
Company Description
Vivendi SE operates as a entertainment, media, and communication company in France, the rest of Europe, the Americas, Asia/Oceania, and Africa.It operates through Canal+ Group, Havas Group, Editis, Prisma Media, Gameloft, Vivendi Village, Corporate, and New Initiative segments.The Canal+ Group segment publishes and distributes premium and thematic pay-TV and free-to-air channels; and produces, sells, and distributes movies and TV series.
The Havas Group segment includes communications disciplines, such as creativity, media expertise, and healthcare/wellness.The Editis segment engages in the publishing of literature, educational, and reference books, as well as selling and distribution of books.The Prisma Media segment publishes online videos.
The Gameloft segment engages in the creation and publishing of downloadable video games for mobile phones, tablets, triple-play boxes, and smart TVs. The Vivendi Village segment provides ticketing services and live performances through Olympia production, festival production, and venues.The Corporate segment offers centralized services.The New Initiative segment operates Dailymotion, a video content aggregation and distribution platform, as well as develops ultra-high-speed Internet service.
Vivendi SA was founded in 1853 and is headquartered in Paris, France.
Market Data
| Last Price | 2.73 |
| Change Percentage | 1.30% |
| Open | 2.69 |
| Previous Close | 2.69 |
| Market Cap ( Millions) | 2748 |
| Volume | 4135332 |
| Year High | 11.17 |
| Year Low | 1.81 |
| M A 50 | 3.83 |
| M A 200 | 8.44 |
Financial Ratios
| FCF Yield | 30.53% |
| Dividend Yield | 9.17% |
| ROE | 2.29% |
| Debt / Equity | 53.69% |
| Net Debt / EBIDTA | 552.04% |
| Price To Book | 0.16 |
| Price Earnings Ratio | 7.14 |
| Price To FCF | 3.28 |
| Price To sales | 0.18 |
| EV / EBITDA | 7.42 |
News
- Jan -20 - Vivendi's new 'galaxy' of companies needs more time to explain strategy, analysts and investors say
- Jan -17 - Directors’ Deals: Canal+ insiders build stake after IPO stumble
- Jan -14 - Vivendi Intends to Appeal the Milan Court’s Decision About the Sale of TIM’s Fixed Network
- Jan -13 - Italian court to decide soon over Vivendi appeal against TIM's grid sale
- Dec -17 - CVC Weighs Purchase of Vivendi’s Telecom Italia Stake
- Dec -16 - CVC Weighs Purchase of Vivendi’s Telecom Italia Stake
- Dec -16 - Is London's FTSE still a good place to list companies? Yahoo Finance readers have their say
- Dec -16 - French media giant’s shares slump after London float in embarrassment for Reeves
- Dec -16 - French media giant’s shares slump after London float in embarrassment for Reeves
- Dec -16 - Vivendi: Information Regarding the Listings of Canal+, Havas and Louis Hachette Group
- Dec -16 - Canal+ falls, Havas and Louis Hachette up on market debut post-Vivendi split
- Dec -15 - Why the ‘French Rupert Murdoch’ chose London over Paris
- Dec -10 - French media giant behind Paddington films to list on London stock market
- Dec -09 - Vivendi’s Shareholders Meeting Approves the Spin-Off Project by More Than 97.5%
- Dec -09 - Vivendi Investors Approve Three Spinoffs Listing Dec. 16
- Dec -09 - Shareholders approve breakup of Bollore's Vivendi media conglomerate
- Dec -09 - Vivendi: Make-whole Redemption
- Dec -05 - Vivendi: The Paris Commercial Court Rejects CIAM’s Request to Postpone the Shareholders’ Meeting
- Nov -27 - Vivendi Says a Small Investor Is Seeking to Delay Vote on Split
- Nov -27 - Vivendi: Filing of an Interim Injunction by CIAM, a 0,025 % Shareholder, to Postpone the December 9, 2024, General Shareholders’ Meeting
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Canal+ Group
Expected Growth : 4.63 %
What the company do ?
The Canal+ Group, a subsidiary of Vivendi SE, is a French multinational company that operates in the television and film industry, offering premium content and services.
Why we expect these perspectives ?
Canal+ Group's 4.63% growth is driven by increasing demand for premium content, expansion into new markets, and strategic partnerships. The group's focus on original productions, sports broadcasting, and thematic channels has attracted new subscribers. Additionally, Vivendi's diversification into digital platforms and e-commerce has contributed to the growth.
Segment n°2 -> Havas Group
Expected Growth : 4.77 %
What the company do ?
Havas Group, a subsidiary of Vivendi SE, is a global advertising and communications company providing services in advertising, media, and entertainment.
Why we expect these perspectives ?
Havas Group's 4.77% growth is driven by increasing demand for digital marketing services, expansion in emerging markets, and strategic acquisitions. The company's focus on data-driven marketing and innovative solutions also contributes to its growth. Additionally, Vivendi SE's support and resources have enabled Havas to invest in talent and technology, further fueling its expansion.
Segment n°3 -> Lagardere
Expected Growth : 4.6 %
What the company do ?
Lagardere is a French multinational conglomerate acquired by Vivendi SE in 2021, operating in media, travel retail, and sports and entertainment.
Why we expect these perspectives ?
Lagardere's 4.6% growth from Vivendi SE is driven by its diversified business model, strong presence in the travel retail market, and strategic acquisitions. The company's focus on digital transformation, cost savings initiatives, and growth in emerging markets also contribute to its growth. Additionally, Lagardere's robust cash flow generation and solid financial position support its expansion plans.
Segment n°4 -> Gameloft
Expected Growth : 10.93 %
What the company do ?
Gameloft, a subsidiary of Vivendi SE, is a French video game developer and publisher known for popular mobile games like Asphalt and Modern Combat.
Why we expect these perspectives ?
Gameloft's 10.93% growth is driven by increasing demand for mobile gaming, successful titles such as Asphalt and Clash of Clans, and strategic partnerships. Vivendi's resources and expertise have also enabled Gameloft to expand its portfolio and improve operational efficiency, leading to higher revenue and profitability.
Segment n°5 -> Prisma Media
Expected Growth : 4.65 %
What the company do ?
Prisma Media, a subsidiary of Vivendi SE, is a French media group that operates various TV channels, radio stations, and digital media outlets.
Why we expect these perspectives ?
Prisma Media's 4.65% growth is driven by increasing demand for digital media, strategic acquisitions, and a strong brand portfolio. The company's focus on diversifying its revenue streams, expanding into new markets, and investing in digital transformation initiatives have also contributed to its growth. Additionally, Vivendi SE's support and resources have enabled Prisma Media to capitalize on emerging trends and opportunities.
Segment n°6 -> Vivendi Village
Expected Growth : 4.65 %
What the company do ?
Vivendi Village is a global content and media division of Vivendi SE, encompassing various businesses including music, television, film, and video games.
Why we expect these perspectives ?
Vivendi Village's 4.65% growth is driven by increasing demand for live events and ticketing, expansion of its digital platform, and strategic acquisitions in the entertainment industry. Additionally, the segment benefits from Vivendi SE's diversified revenue streams, including music, television, and video games, which provide a solid foundation for growth.
Segment n°7 -> New Initiatives
Expected Growth : 10.95 %
What the company do ?
Vivendi SE's new initiatives focus on expanding its media and content offerings, including a music streaming service, a video game publisher, and a production company.
Why we expect these perspectives ?
Vivendi SE's 10.95% growth is driven by strategic new initiatives, including expansion into emerging markets, diversification of revenue streams, and investments in digital transformation. Additionally, the company's focus on content creation, acquisition of new assets, and strategic partnerships have contributed to its growth momentum.
Segment n°8 -> Eliminations and Other
Expected Growth : 4.83 %
What the company do ?
Eliminations and Other from Vivendi SE refers to the elimination of intercompany transactions and other adjustments, such as restructuring costs and non-recurring items, to provide a clearer view of the company's financial performance.
Why we expect these perspectives ?
Vivendi SE's Eliminations and Other segment growth of 4.83% is driven by the consolidation of Canal+ Group, a French television network, and the integration of Editis, a French publishing company. Additionally, the segment benefits from the growth of Vivendi Village, a platform for live entertainment and ticketing, as well as the expansion of Vivendi's digital content offerings.
Segment n°9 -> Generosity and Solidarity
Expected Growth : 6.37 %
What the company do ?
Vivendi SE's Generosity and Solidarity program promotes social responsibility, supporting education, culture, and humanitarian causes, fostering a sense of community and social cohesion.
Why we expect these perspectives ?
Vivendi SE's 6.37% growth is driven by its commitment to Generosity and Solidarity, fueled by increasing demand for inclusive and socially responsible entertainment content, strategic partnerships, and expansion into emerging markets, while leveraging its diversified portfolio of media and content businesses.
Vivendi Se Products
| Product Range | What is it ? |
|---|---|
| Universal Music Group | Universal Music Group is a global music corporation that operates as a subsidiary of Vivendi SE. It is one of the largest music corporations in the world, with a vast catalog of music from various genres and artists. |
| Canal+ Group | Canal+ Group is a French premium television channel that offers a range of TV channels, on-demand services, and film production. It is a leading provider of premium content in France and internationally. |
| Gameloft | Gameloft is a leading developer and publisher of mobile games, with a portfolio of popular titles such as Asphalt and Modern Combat. |
| Vivendi Village | Vivendi Village is a global live entertainment and ticketing business that operates in multiple countries, offering a range of events, concerts, and festivals. |
| Editis | Editis is a leading French publishing group that operates in the book publishing industry, with a range of imprints and titles across various genres. |
Vivendi SE's Porter Forces
Threat Of Substitutes
Vivendi SE operates in the media and entertainment industry, where substitutes are limited. However, the rise of digital media and streaming services has increased the threat of substitutes, making it a medium-level threat.
Bargaining Power Of Customers
Vivendi SE's customers have limited bargaining power due to the company's diversified portfolio of media and entertainment businesses, making it a low-level threat.
Bargaining Power Of Suppliers
Vivendi SE relies on a diverse range of suppliers, including content creators, talent agencies, and technology providers. While suppliers have some bargaining power, the company's scale and diversification mitigate this threat, making it a medium-level threat.
Threat Of New Entrants
The media and entertainment industry is highly competitive, and new entrants can easily disrupt the market with innovative business models and technologies, making it a high-level threat.
Intensity Of Rivalry
The media and entertainment industry is highly competitive, with many established players and new entrants vying for market share, making it a high-level threat.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 24.58% |
| Debt Cost | 3.95% |
| Equity Weight | 75.42% |
| Equity Cost | 8.17% |
| WACC | 7.13% |
| Leverage | 32.59% |
Vivendi SE : Quality Control
Vivendi SE passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| FLE.AS | FL Entertainment N.V. engages in the content production and distribution, and online sports betting and gaming businesses in Europe. It produces scripted and non-scripted content across various genres, including reality … |
| A3M.MC | 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. … |
| EVD.DE | CTS Eventim AG & Co. KGaA operates in the leisure events market in Germany, Italy, the United States, Switzerland, Austria, Finland, the Netherlands, Spain, and internationally. It operates through two … |
| BOL.PA | Bolloré SE engages in the transportation and logistics, communications, and electricity storage solutions businesses in Asia, Africa, the Americas, the Asia-Pacific, and internationally. It operates through Transportation and Logistics, Oil … |
| OPL.WA | Orange Polska S.A., together with its subsidiaries, provides telecommunications services in Poland. It offers mobile and fixed telecommunications services, including calls, messaging, content, and access to the Internet and TV; … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Atresmedia
A-Score
1-Year Total Return ->
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Orange Polska
A-Score
1-Year Total Return ->
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CTS Eventim
A-Score
1-Year Total Return ->
4
Bolloré
A-Score
1-Year Total Return ->
5
Vivendi
A-Score
1-Year Total Return ->
6
