Added to YB: 2025-10-10
Pitch date: 2025-08-23
FDJU.PA [bullish]
FDJ United
-18.33%
current return
Author Info
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Company Info
FDJ United engages in the gaming operation and distribution business in France and internationally. The company operates through Lottery; Sports Betting and Online Gaming Open to Competition; and Other Activities segments.
Market Cap
EUR 5.2B
Pitch Price
EUR 28.48
Price Target
41.00 (+79%)
Dividend
7.35%
EV/EBITDA
8.36
P/E
16.03
EV/Sales
1.89
Sector
Hotels, Restaurants and Leisure
Category
dividend
FDJ UNITED - $FDJU.PA
FDJU.PA: French lottery monopoly down 30% from highs despite stable fundamentals. March 2026 calls attractive at 23% IV. Expected to maintain €2.05 dividend (5% yield implies €41 target, +46% upside). 2025 margin pressure from regulatory changes already known/guided. Strong balance sheet supports dividend through weak H2. 2026 growth resumption likely from Kindred synergies & underlying lottery growth.
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