Vivendi SE (VIVHY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vivendi SE (VIVHY) trades at $2.53 with AI Score 44/100 (Grade C). Vivendi SE is a global entertainment, media, and communications company based in France. Market cap: $2.52B, Sector: Communication services.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for VIVHY: VIVHY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VIVHY against Communication Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
VIVHY: the 1 perspectives are evenly split.
How is this calculated? →Vivendi SE (VIVHY) Media & Communications Profile
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.
What Is the Investment Thesis for VIVHY?
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.
Based on FMP financials and quantitative analysis
VIVHY Key Highlights
- Market capitalization of $2.52B 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.
Who Are VIVHY's Competitors?
VIVHY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CYFWF Cyfrowy Polsat S.A. | $4.96 | +87.88% | $2.73B | 51 |
| ITVPY ITV plc | $10.90 | +0.37% | $4.16B | 39 |
| JCDXF JCDecaux SE | $21.50 | +0.00% | $4.57B | 53 |
| KDKWF Kadokawa Corporation | $19.82 | +0.00% | $2.91B | 46 |
| KKKUF Kakaku.com, Inc. | $20.64 | +0.00% | $4.08B | 43 |
| TUBE TubeMogul, Inc. | $14.00 | -0.14% | 65 | |
| ANGX Angel Studios, Inc. | $3.53 | -0.28% | 569M | 65 |
| BREA Brera Holdings PLC Class B Ordinary Shares | $25.20 | +1.94% | $60.85M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VIVHY's Key Strengths?
- 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.
What Are VIVHY's Weaknesses?
- 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.
What Could Drive VIVHY Stock Higher?
- Potential expansion of Gameloft into new gaming genres and platforms by Q4 2026, driving revenue growth.
- Continued growth in demand for streaming services benefiting Canal+ Group's subscriber base.
- Strategic partnerships and acquisitions to expand Vivendi's reach and strengthen its competitive position.
- Launch of new content and features on Dailymotion in H1 2027, attracting more users and advertisers.
What Are the Key Risks for VIVHY?
- Financial-distress signal — its Altman Z-Score of 1.78 sits in the distress zone (elevated bankruptcy risk).
- Intensifying competition in the entertainment and media industry, impacting market share and profitability.
- Economic downturns and their impact on advertising spending, affecting Havas Group's revenue.
- Cord-cutting trends in the pay-TV market, reducing Canal+ Group's subscriber base.
- Regulatory changes and their impact on Vivendi's operations.
- Currency fluctuations affecting the value of VIVHY ADRs.
What Are the Growth Opportunities for VIVHY?
- 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.
What Opportunities Does VIVHY Have?
- 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.
What Threats Does VIVHY Face?
- 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.
What Are VIVHY's Competitive Advantages?
- 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.
What Does VIVHY Do?
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.
What Products and Services Does VIVHY Offer?
- 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.
How Does VIVHY Make Money?
- 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.
What Industry Does VIVHY Operate In?
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.
Who Are VIVHY's Key Customers?
- 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.
Vivendi SE (VIVHY) Valuation Context
Valued at $2.52B, VIVHY is classified as a mid-cap stock. Relative to its peer group, VIVHY's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
ROE 0%Key Financial Metrics
Return on equity for Vivendi SE stands at 0.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.3%, showing how much profit it generates from its asset base. VIVHY trades at a trailing price-to-earnings ratio of 111.14, above the Communication Services sector average of ~18x. Its free cash flow yield is -3.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.16 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.9%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 4/9Financial Health
Vivendi SE's Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.78 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Vivendi SE revenue of about $319.0M for fiscal 2026, with EPS near $0.07. The estimate reflects 3 contributing analysts.
VIVHY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Vivendi's future performance, indicating that executives believe the stock is undervalued.
- Community sentiment has leaned positive, with discussions highlighting the company's strong media and entertainment assets.
- Recent partnerships and strategic initiatives have generated excitement, showcasing Vivendi's commitment to innovation and growth.
- Analysts have noted a potential for revenue growth in digital content, aligning with current market trends favoring streaming and online media.
Bear Case
- Concerns over regulatory scrutiny in the media sector have created uncertainty around Vivendi's operational landscape.
- Community sentiment has also reflected skepticism regarding the company's ability to adapt to rapid changes in consumer preferences.
- Recent earnings reports have shown mixed results, leading to debates on the sustainability of growth in competitive markets.
- Some investors are wary of potential economic downturns impacting advertising revenues, which could adversely affect Vivendi's financial stability.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VIVHY Latest News
VIVHY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VIVHY.
Price Targets
Wall Street price target analysis for VIVHY.
VIVHY MoonshotScore
What does this score mean?
The MoonshotScore rates VIVHY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: 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).
Track Record: 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 Information Unsponsored
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.
- Home Market Ticker: Euronext Paris, France
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: VIVH
VIVHY OTC Market Information
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 Tier: OTC Other
- Disclosure Status: Unknown
- 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.
- 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.
- 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 Stock FAQ
What does Vivendi SE do?
Vivendi SE is a global entertainment, media, and communications company with a diverse portfolio of businesses. It operates through segments like Canal+ Group, a pay-TV provider; Havas Group, an advertising and communications agency; Editis, a publishing house; Gameloft, a mobile game developer; and Dailymotion, a video content platform. Vivendi creates, produces, and distributes content across various platforms, catering to a global audience.
What do analysts say about VIVHY stock?
Analyst consensus on VIVHY stock is mixed, reflecting the company's complex business model and exposure to various market trends. Key valuation metrics include the P/E ratio of 65.55, which suggests a relatively high valuation. Growth considerations include the potential for expansion in the mobile gaming market and the online video platform space. Investors should carefully consider the risks and opportunities before making an investment decision.
What are the main risks for VIVHY?
The main risks for VIVHY include intensifying competition in the entertainment and media industry, cord-cutting trends in the pay-TV market, and economic downturns impacting advertising spending. Additionally, regulatory changes and currency fluctuations can affect Vivendi's operations and financial performance. The company's high P/E ratio also suggests a potential risk of overvaluation.
What are the key factors to evaluate for VIVHY?
Vivendi SE (VIVHY) holds an AI score of 44/100 (low). Not financial advice.
How frequently does VIVHY data refresh on this page?
VIVHY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven VIVHY's recent stock price performance?
Vivendi SE (VIVHY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified business model across multiple entertainment and media segments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VIVHY overvalued or undervalued right now?
Valuing Vivendi SE (VIVHY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full 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).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for VIVHY. Financial data is based on available information and may be subject to change.