Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TFI.PA
STRONG BUYTF1 SA · Communication Services · France · $1.6B · Avg Vol: $2M/d
COMPANY DESCRIPTION
TF1 SA is France's leading private television broadcasting group, operating the country's most-watched free-to-air channel alongside a portfolio of digital and production assets. The company's competitive advantage stems from its dominant share of the French television advertising market and its robust content production arm, Newen Studios. TF1 is a consolidated market leader navigating the transition from traditional broadcasting to digital streaming platforms.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.9B | 2.6B | 2.7B | 2.6B | -2.9% | 2.6B | 2.5B | 2.6B | -1.2% |
| EPS | 0.96 | 1.04 | 1.11 | 0.82 | -5.0% | 0.76 | 0.56 | 0.57 | -16.3% |
| Shares | 210.5M | 210.9M | 211.0M | 211.3M | +0.4% | 210.3M | — | — | — |
| Debt | 86.0M | 85.4M | 308.7M | 252.2M | 43.1% | 236.4M | — | — | — |
| Equity | 2.1B | 2.2B | 2.3B | 2.3B | 3.4% | — | — | — | — |
| Op CF | 527.7M | 713.7M | 541.0M | 520.2M | -0.5% | 516.9M | — | — | — |
| Inv CF | -233.6M | -366.6M | -424.0M | -362.9M | — | — | — | — | — |
| Fin CF | -176.2M | -138.2M | -72.0M | -181.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of TFI.PA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TFI.PA | TF1 SA(you) | $1.6B | 85 | STRONG BUY |
| MMT.PA | Métropole Télévision S.A. | $1.7B | 85 | STRONG BUY |
| NRG.PA | NRJ Group SA | $605M | 86 | STRONG BUY |
| HAVAS.AS | Havas N.V. | $1.9B | 97 | STRONG BUY |
| CRTO | Criteo S.A. | $887M | 97 | STRONG BUY |
| DEC.PA | JCDecaux SE | $4.6B | 89 | STRONG BUY |
| UBI.PA | Ubisoft Entertainment SA | $805M | 47 | HOLD |
| LOCAL.PA | Solocal Group S.A. | $159M | 95 | STRONG BUY |
| PUB.PA | Publicis Groupe S.A. | $24.5B | 84 | STRONG BUY |
| ODET.PA | Compagnie de l'Odet | $7.0B | 55 | HOLD |
Peer medians: ROE 3.6% · P/E 17.4x · Gross margin 36.9%