Added to YB: 2026-07-06
Pitch date: 2026-07-02
TFI.PA [bullish]
TF1 SA
+0.37%
current return
Author Info
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Company Info
TF1 SA operates as a media and entertainment company, primarily engages in television broadcasting, content creation, and distribution of audiovisual rights in France, Continental Europe, and internationally.
Market Cap
EUR 1.4B
Pitch Price
EUR 6.76
Price Target
10.00 (+47%)
Dividend
9.30%
EV/EBITDA
3.47
P/E
10.15
EV/Sales
0.43
Sector
Media
Category
value
TF1: France's Most-Watched Broadcaster at Its Most Unloved Price
TFI.PA: France's dominant broadcaster (60M viewers) at 1.7x NTM EV/EBITDA, 12.9x P/E, ~9.4% yield, 0.7x P/B. €590M net cash (~40% of mcap). TF1+ streaming +36% ad growth, 41M users; new Netflix full-integration deal. Base case €9-10 (30-40% upside/2yr); bull €11-13 on M&A. Risk: linear decline, div cut, World Cup on M6.
Read full article (11 min)