Added to YB: 2026-06-05
Pitch date: 2026-06-03
UMG.AS [bullish]
Universal Music Group N.V.
+1.5%
current return
Author Info
No bio for this author
Company Info
Universal Music Group N.V. operates as a music company worldwide. The company operates through Recorded Music, Music Publishing, and Merchandising & Other segments.
Market Cap
EUR 35.2B
Pitch Price
EUR 17.99
Price Target
N/A
Dividend
2.71%
EV/EBITDA
16.52
P/E
23.13
EV/Sales
3.05
Sector
Entertainment
Category
value
Why I like UMG | Laurent Perrier did good
UMG.AS: ~31% global music market share in 'big three' cartel w/ pricing power. Universal product, low capex, bond-like royalty streams (life +70yrs). Operating profit ~8.9% CAGR since 2015 on streaming. Trades below intrinsic value estimate. Also notes Laurent Perrier cheap at 12x earnings, growing 4.2% vs -1.6% market.
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