Added to YB: 2026-06-05
Pitch date: 2026-06-03
UMG.AS [bullish]
Universal Music Group N.V.
+1.67%
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 33.5B
Pitch Price
EUR 17.99
Price Target
N/A
Dividend
2.84%
EV/EBITDA
15.81
P/E
22.04
EV/Sales
2.92
Sector
Entertainment
Category
value
Why I like UMG | Laurent Perrier did good
UMG.AS: ~31% global music market share in 'big three' cartel w/ pricing power. Universal product, low capex, bond-like royalty streams (life +70yrs). Operating profit ~8.9% CAGR since 2015 on streaming. Trades below intrinsic value estimate. Also notes Laurent Perrier cheap at 12x earnings, growing 4.2% vs -1.6% market.
Read full article (3 min)