Added to YB: 2026-09-08
Pitch date: 2026-09-05
VIV.PA [neutral]
Vivendi SE
-0.2%
current return
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the newsletter.
Company Info
Vivendi SE operates in the content, media, and entertainment industries in Europe, North America, Asia Pacific, Latin America, the Middle East, and Africa.
Market Cap
EUR 1.5B
Pitch Price
EUR 1.49
Price Target
N/A
Dividend
2.68%
EV/EBITDA
39.24
P/E
93.02
EV/Sales
10.27
Sector
Entertainment
Category
value
Vivendi: tempted?
VIV.PA (monitor): The Vivendi position was sold at about €2.15 when its mooted related-party purchase of Prisma assets shattered the thesis; shares have since fallen to €1.49. Estimated NAV is €2.30 per share after capitalized corporate costs, implying a 35% discount, while a planned 40% HQ staff reduction supports lower costs. The remaining question is whether Bolloré absorbs the company or waits as UMG languishes, leaving Vivendi a value trap.
Read full article (4 min)