Obermatt

Vivendi

PAR:VIV · FR0000127771
EntertainmentMedium

360

9
EV / EBIT10
Price / Owner Earnings11
Owner Earnings Yield25
Dividend Yield85
Price/Sales11
EV / Gross Profit3
Price/Book89
Return on Capital14
Cash Return on Capital20
Return on Equity25
EBIT Margin5
Gross Profitability3
Cash Conversion5
Accruals91
Owner Earnings Margin71
Sales growth38
Profit Growth60
Long-Term EPS Growth96
Reinvestment64
Price momentum26
Debt load29
Refinancing23
Debt Payback8
Liquidity15
Analyst ratings24
Opinion Changes50
Price Target Upside44
Market mood49
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Vivendi clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryFrance
IndustryEntertainment
SizeMedium
TypePublic Company
ExchangeENXTPA
Founded1987
Employees245
ISINFR0000127771
Last UpdateApr 2, 2026
Themes
E-SportsVideo GamesVideo StreamingDigital MediaContent CreationEntertainment SystemsMusic StreamingStreaming MediaBroadcastingFilmMusicTelecommunications

Description

Vivendi SE operates as an integrated content, media and communications company. The company operates businesses throughout the media value chain, from talent discovery to the creation, production and distribution of content. Universal Music Group is…

Analysis

Hope premium

Vivendi SE is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 38.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 15% a year, against analyst forecasts of 42%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
27
2023202420252026

All-time high

96

Feb 2024

All-time low

22

Mar 2026

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
11
97
56
58
Price/Earnings
12
97
47
38
Price/Book
89
97
84
90
Dividend Yield
85
92
42
42
Value (overall)
57
98
70
61

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →