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Vivendi SE (VIVHY) Aktienanalyse

Nur zu Informationszwecken. Keine Finanzberatung. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

Mit einem Kurs von $ ist Vivendi SE (VIVHY) ein Communication Services-Unternehmen mit einer Bewertung von 0. Bewertet mit 44/100 (vorsichtig) bei Wachstumspotenzial, finanzieller Gesundheit und Momentum.

Zuletzt analysiert: 18. März 2026
44/100 KI-Bewertung

Vivendi SE (VIVHY) Medien- & Kommunikationsprofil

CEOArnaud N. G. Roy de Puyfontaine
Mitarbeiter2700
HauptsitzParis, FR
IPO-Jahr2011

Vivendi SE, a French entertainment and media conglomerate, operates across pay-TV, advertising, publishing, and gaming. With a diverse portfolio including Canal+, Havas, and Gameloft, Vivendi leverages its global presence and content creation capabilities to compete in the evolving digital entertainment landscape.

Datenherkunft | Finanzdaten Quantitative Analyse NASDAQ Analyse: 18. März 2026

Investmentthese

Vivendi SE presents a mixed investment case. The company's diverse portfolio across entertainment, media, and communications provides some resilience against sector-specific downturns. The Canal+ Group's subscriber base and content library offer a stable revenue stream. However, the company's P/E ratio of 65.55 suggests a high valuation relative to earnings. Growth catalysts include the expansion of Gameloft in the mobile gaming market and the potential for Dailymotion to gain market share in the online video platform space. Key risks include competition from larger, more established players and the potential for cord-cutting to impact the Canal+ Group's subscriber numbers. The dividend yield of 2.03% offers some income potential.

Basierend auf FMP-Finanzdaten und quantitativer Analyse

Wichtige Highlights

  • Market capitalization of $2.20 billion reflects Vivendi's position as a significant player in the entertainment and media industry.
  • Profit margin of 20.7% indicates efficient operations and profitability in its various business segments.
  • Gross margin of 30.3% demonstrates the company's ability to manage production and distribution costs effectively.
  • Dividend yield of 2.03% provides a steady income stream for investors.
  • Beta of 1.16 suggests that Vivendi's stock price is slightly more volatile than the overall market.

Wettbewerber & Vergleichsunternehmen

Staerken

  • Diversified business model across multiple entertainment and media segments.
  • Strong brand recognition and reputation.
  • Extensive library of content and intellectual property.
  • Global presence and distribution network.

Schwaechen

  • High P/E ratio suggests a premium valuation.
  • Exposure to cord-cutting trends in the pay-TV market.
  • Competition from larger, more established players.
  • Dependence on key segments such as Canal+ Group.

Katalysatoren

  • Upcoming: Potential expansion of Gameloft into new gaming genres and platforms by Q4 2026, driving revenue growth.
  • Ongoing: Continued growth in demand for streaming services benefiting Canal+ Group's subscriber base.
  • Ongoing: Strategic partnerships and acquisitions to expand Vivendi's reach and strengthen its competitive position.
  • Upcoming: Launch of new content and features on Dailymotion in H1 2027, attracting more users and advertisers.

Risiken

  • Potential: Intensifying competition in the entertainment and media industry, impacting market share and profitability.
  • Potential: Economic downturns and their impact on advertising spending, affecting Havas Group's revenue.
  • Ongoing: Cord-cutting trends in the pay-TV market, reducing Canal+ Group's subscriber base.
  • Potential: Regulatory changes and their impact on Vivendi's operations.
  • Ongoing: Currency fluctuations affecting the value of VIVHY ADRs.

Wachstumschancen

  • Expansion of Gameloft in the Mobile Gaming Market: The global mobile gaming market is projected to reach $150 billion by 2026. Gameloft, a subsidiary of Vivendi, is well-positioned to capitalize on this growth through the development of innovative and engaging mobile games. By focusing on high-growth genres and expanding its distribution channels, Gameloft can increase its market share and drive revenue growth for Vivendi.
  • Growth of Dailymotion as a Video Content Aggregation Platform: The online video platform market is experiencing rapid growth, driven by increasing internet penetration and changing consumer viewing habits. Dailymotion, Vivendi's video content aggregation and distribution platform, has the potential to capture a larger share of this market by focusing on high-quality content, strategic partnerships, and innovative features. This expansion can significantly contribute to Vivendi's overall revenue.
  • Strategic Acquisitions and Partnerships: Vivendi can pursue strategic acquisitions and partnerships to expand its reach and strengthen its competitive position. By acquiring companies with complementary capabilities or entering into partnerships with established players, Vivendi can accelerate its growth in key markets and enhance its product offerings. These initiatives can drive revenue growth and increase shareholder value.
  • Expansion of Canal+ Group in International Markets: Canal+ Group has the opportunity to expand its presence in international markets, particularly in regions with growing demand for premium pay-TV content. By launching new channels, acquiring local content, and forming strategic partnerships, Canal+ Group can increase its subscriber base and drive revenue growth for Vivendi.
  • Leveraging Havas Group's Expertise in Digital Advertising: The digital advertising market is experiencing rapid growth, driven by the increasing adoption of online channels and the growing importance of data-driven marketing. Havas Group, Vivendi's advertising and communications agency, can capitalize on this trend by leveraging its expertise in digital advertising to provide innovative and effective solutions for its clients. This can drive revenue growth and strengthen Havas Group's position in the market.

Chancen

  • Expansion in the mobile gaming market through Gameloft.
  • Growth of Dailymotion as a video content aggregation platform.
  • Strategic acquisitions and partnerships.
  • Expansion of Canal+ Group in international markets.

Risiken

  • Intensifying competition in the entertainment and media industry.
  • Rapid technological advancements and changing consumer preferences.
  • Economic downturns and their impact on advertising spending.
  • Regulatory changes and their impact on Vivendi's operations.

Wettbewerbsvorteile

  • Strong brand recognition and reputation in the entertainment and media industry.
  • Extensive library of content and intellectual property.
  • Global presence and distribution network.
  • Diversified portfolio of businesses across multiple segments.
  • Established relationships with content creators and distributors.

Ueber VIVHY

Vivendi SE, founded in 1853 and headquartered in Paris, France, is a global entertainment, media, and communication powerhouse. The company's operations are structured into several key segments. Canal+ Group focuses on premium and thematic pay-TV channels, free-to-air channels, and the production, sale, and distribution of movies and TV series. Havas Group provides communications services, encompassing creativity, media expertise, and healthcare/wellness solutions. Editis is involved in publishing literature, educational materials, and reference books, along with their distribution. Prisma Media publishes online videos. Gameloft creates and publishes downloadable video games for mobile devices, triple-play boxes, and smart TVs. Vivendi Village offers ticketing services and live performances through Olympia Production, festival production, and venues. The Corporate segment provides centralized services, while the New Initiative segment operates Dailymotion, a video content aggregation and distribution platform, and develops ultra-high-speed Internet service. Vivendi's diverse portfolio allows it to engage audiences across multiple platforms and geographies.

Was das Unternehmen tut

  • Operates Canal+ Group, providing pay-TV and free-to-air channels.
  • Offers advertising and communication services through Havas Group.
  • Publishes literature, educational, and reference books through Editis.
  • Publishes online videos through Prisma Media.
  • Develops and publishes mobile games through Gameloft.
  • Provides ticketing services and live performances through Vivendi Village.
  • Operates Dailymotion, a video content aggregation platform.
  • Develops ultra-high-speed Internet service.

Geschaeftsmodell

  • Generates revenue through subscription fees from Canal+ Group's pay-TV services.
  • Earns revenue from advertising services provided by Havas Group.
  • Derives revenue from the sale of books and educational materials through Editis.
  • Generates revenue from in-app purchases and advertising in Gameloft's mobile games.
  • Earns revenue from ticketing services and live performances through Vivendi Village.

Branchenkontext

Vivendi operates in the dynamic entertainment and media industry, characterized by rapid technological advancements and shifting consumer preferences. The industry is witnessing a surge in streaming services, digital content consumption, and mobile gaming. Competition is intense, with major players like CYFWF (CBS Corporation) and ITVPY (ITV PLC) vying for market share. Vivendi's diverse portfolio, spanning pay-TV, advertising, publishing, and gaming, positions it to capitalize on these trends, but it must adapt to the evolving landscape to maintain its competitive edge.

Wichtige Kunden

  • Subscribers to Canal+ Group's pay-TV services.
  • Businesses and organizations that utilize Havas Group's advertising and communication services.
  • Readers and students who purchase books and educational materials from Editis.
  • Players of Gameloft's mobile games.
  • Attendees of live performances and events organized by Vivendi Village.
KI-Zuversicht: 71% Aktualisiert: 18. März 2026

Finanzdaten

Chart & Info

Vivendi SE (VIVHY) Aktienkurs: Price data unavailable

Aktuelle Nachrichten

Analystenkonsens

Konsens-Bewertung

Aggregierte Kauf-/Halten-/Verkauf-Empfehlungen von Benzinga, Yahoo Finance und Finnhub fuer VIVHY.

Kursziele

Wall-Street-Kurszielanalyse fuer VIVHY.

MoonshotScore

44/100

Was bedeutet diese Bewertung?

Der MoonshotScore bewertet das Wachstumspotenzial von VIVHY auf einer Skala von 0-100 ueber mehrere Faktoren wie Innovation, Marktdisruption, finanzielle Gesundheit und Momentum.

Klassifizierung

Sektor Communication Services Branche Entertainment

Aktuelle Nachrichten

Fuehrung: Arnaud N. G. Roy de Puyfontaine

CEO

Arnaud de Puyfontaine has served as the CEO of Vivendi since 2014. Prior to joining Vivendi, he held various leadership positions in the media and telecommunications industries, including CEO of Havas Media Group and Managing Director of Le Figaro Group. He has a strong background in strategy, business development, and digital transformation. He is a graduate of École Supérieure de Commerce de Paris (ESCP).

Erfolgsbilanz: Under his leadership, Vivendi has undergone a significant transformation, focusing on content creation and distribution. Key achievements include the acquisition of Havas Group, the expansion of Gameloft, and the development of Dailymotion. He has also overseen the strategic repositioning of Canal+ Group in the face of increasing competition from streaming services.

Vivendi SE ADR-Informationen Nicht gesponsert

An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. VIVHY, as an ADR, allows U.S. investors to invest in Vivendi SE without the complexities of cross-border transactions. Each VIVHY ADR represents a specific number of Vivendi SE shares traded on its home market.

  • Heimatmarkt-Ticker: Euronext Paris, France
  • ADR-Stufe: 1
  • ADR-Verhaeltnis: 1:1
  • Heimatmarkt-Ticker: VIVH
Waehrungsrisiko: As an ADR, VIVHY is subject to currency risk. The value of the ADR can be affected by fluctuations in the exchange rate between the U.S. dollar and the Euro. A strengthening Euro relative to the U.S. dollar would increase the value of the ADR, while a weakening Euro would decrease its value.
Steuerliche Auswirkungen: Dividends paid on VIVHY ADRs are subject to foreign dividend withholding tax in France. The standard withholding tax rate is 25%. However, the U.S. has a tax treaty with France that may reduce the withholding tax rate for eligible U.S. investors. Investors should consult with a tax advisor to determine their specific tax obligations.
Handelszeiten: The Euronext Paris typically operates from 9:00 AM to 5:30 PM Central European Time (CET), which is 3:00 AM to 11:30 AM Eastern Time (ET). This means that there is a significant overlap between the trading hours of the Euronext Paris and the U.S. OTC market, but U.S. investors may need to trade during off-peak hours to participate in the home market trading.

VIVHY OTC-Marktinformationen

The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies trading on this tier typically have limited or no financial disclosure requirements and may not meet the listing standards of major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier carries a higher degree of risk due to the lack of transparency and regulatory oversight.

  • OTC-Stufe: OTC Other
  • Offenlegungsstatus: Unknown
Liquiditaet: As an OTC stock, VIVHY's liquidity may be limited. This can result in wider bid-ask spreads and greater difficulty in buying or selling large quantities of shares without significantly impacting the price. Investors should be aware of the potential for illiquidity and exercise caution when trading VIVHY on the OTC market.
OTC-Risikofaktoren:
  • Limited financial disclosure and transparency.
  • Potential for illiquidity and wider bid-ask spreads.
  • Higher risk of fraud or manipulation.
  • Limited regulatory oversight.
  • Greater price volatility.
Sorgfaltspruefung-Checkliste:
  • Verify the company's registration and legal status.
  • Research the company's management team and their track record.
  • Attempt to obtain financial information, even if limited.
  • Assess the company's business model and competitive landscape.
  • Understand the risks associated with investing in OTC stocks.
  • Consult with a financial advisor.
  • Be prepared to lose your entire investment.
Legitimitaetssignale:
  • Established history as a major European media company.
  • Presence of well-known brands such as Canal+ and Havas.
  • Listing on the Euronext Paris exchange (VIVH).
  • Operations in multiple countries and regions.
  • Managing a large number of employees (2700).

VIVHY Communication Services Aktien-FAQ

What are the key factors to evaluate for VIVHY?

Vivendi SE (VIVHY) currently holds an AI score of 44/100, indicating low score. Key strength: Diversified business model across multiple entertainment and media segments.. Primary risk to monitor: Potential: Intensifying competition in the entertainment and media industry, impacting market share and profitability.. This is not financial advice.

How frequently does VIVHY data refresh on this page?

VIVHY prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.

What has driven VIVHY's recent stock price performance?

Recent price movement in Vivendi SE (VIVHY) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Diversified business model across multiple entertainment and media segments.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.

Should investors consider VIVHY overvalued or undervalued right now?

Determining whether Vivendi SE (VIVHY) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.

What research should beginners do before buying VIVHY?

Before investing in Vivendi SE (VIVHY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding VIVHY to a portfolio?

Potential reasons to consider Vivendi SE (VIVHY) depend on individual investment goals and risk tolerance. A key strength identified by analysis: Diversified business model across multiple entertainment and media segments.. Additionally: Strong brand recognition and reputation.. Always weigh potential rewards against risks and diversify across holdings. This is not financial advice.

Can I buy fractional shares of VIVHY?

Yes, most major brokerages offer fractional shares of Vivendi SE (VIVHY) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.

How can I track VIVHY's earnings and financial reports?

Vivendi SE (VIVHY) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Setting up alerts through your brokerage for VIVHY earnings announcements is recommended.

Haftungsausschluss: Dieser Inhalt dient ausschliesslich zu Informationszwecken und stellt keine Anlageberatung dar. Fuehren Sie immer Ihre eigene Recherche durch und konsultieren Sie einen Finanzberater.

Offizielle Ressourcen

Analyse aktualisiert am KI-Bewertung taeglich aktualisiert
Datenquellen & Methodik
Marktdaten bereitgestellt von Financial Modeling Prep & Yahoo Finance. KI-Analyse durch proprietaere Algorithmen von Stock Expert AI. Technische Indikatoren nach branchenueblichen Berechnungsstandards. Zuletzt aktualisiert: .

Daten dienen ausschliesslich zu Informationszwecken.

Analysehinweise
  • AI analysis pending for VIVHY. Financial data is based on available information and may be subject to change.
Datenquellen

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