Added to YB: 2025-10-10
Pitch date: 2025-08-23
FDJU.PA [bullish]
FDJ United
-14.55%
current return
Author Info
No bio for this author
Company Info
FDJ United engages in the gambling operation and distribution business in France and internationally.
Market Cap
EUR 4.3B
Pitch Price
EUR 26.12
Price Target
41.00 (+84%)
Dividend
9.07%
EV/EBITDA
6.09
P/E
24.37
EV/Sales
1.60
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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