Added to YB: 2026-08-04
Pitch date: 2026-08-01
UMG.AS [bullish]
Universal Music Group N.V.
-0.03%
current return
Author Info
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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 26.1B
Pitch Price
EUR 14.35
Price Target
N/A
Dividend
3.60%
EV/EBITDA
13.44
P/E
81.92
EV/Sales
2.43
Sector
Entertainment
Category
special_situation
Show full summary:
Royalty King: Universal Music Group
UMG.AS: Special situation, stock -25% post-Q2 to €14.50, ~€26B mkt cap — half Ackman's rejected €54B bid 3mo ago. Bolloré blocked deal (values shares €27-28). Q2 rev +13.3%, EBITDA margin 20.5%. Downtown deal noise masks scale; €1B buyback + Spotify monetization. IP royalty engine mispriced on SOTP.
Read full article (4 min)