Added to YB: 2026-01-02
Pitch date: 2025-11-22
UMG.AS [bullish]
Universal Music Group N.V.
-24.58%
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 28.5B
Pitch Price
EUR 22.68
Price Target
N/A
Dividend
3.34%
EV/EBITDA
13.64
P/E
18.74
EV/Sales
2.52
Sector
Entertainment
Category
growth
Best Ideas Madrid 2025 - Universal Music Group N.V.
UMG.AS: World's #1 music label, royalty on global music consumption. Twin growth engines: subscriber adoption + pricing power from streaming platforms. Technology widens moat as content saturation makes A&R/promotion scale critical. High-margin recurring revenue model. Risks: AI music, audio time dilution to podcasts, high SBC. Catalysts: price increases, emerging market penetration, potential US listing.
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