Added to YB: 2025-01-22
Pitch date: 2025-01-20
CAN.L [neutral]
Canal+ SA
+27.66%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
Company Info
Canal+ SA operates as a media and entertainment company in Europe, Africa, Asia, and internationally.
Market Cap
GBP 2.6B
Pitch Price
GBP 1.94
Price Target
300.00 (+12031%)
Dividend
0.76%
EV/EBITDA
5.43
P/E
-17.58
EV/Sales
0.53
Sector
Media
Category
special_situation
Quick Value #253 - Canal+ (LSE:CAN)
CAN.L (acquisition): Canal+ acquiring MultiChoice, shifting to 45% African revenue. Combined €9bn rev, €760m EBITA, ~€300m FCF. Trades 6x EBITA, <8x FCF, 3.3x leverage. Cheap at 6.7x P/E, potential 50% upside to £300 if MC recovers. Risks: emerging markets, TV headwinds, FX/inflation.
Read full article (4 min)