Professional
Added to YB: 2025-02-25
Pitch date: 2025-02-11
UMG.AS [bullish]
Universal Music Group N.V.
-37.42%
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 27.33
Price Target
N/A
Dividend
3.34%
EV/EBITDA
13.64
P/E
18.74
EV/Sales
2.52
Sector
Entertainment
Category
value
Pershing Square Holdings Portfolio Holding: Universal Music Group N.V.
UMG.AS: Music royalty biz w/ high-quality, capital-light model. 7%+ rev growth target (8-10% subscription), double-digit profit growth. 'Streaming 2.0' era: subscriber growth + higher prices. US listing to boost liquidity & valuation. New CFO search. Undervalued given market position & long-term growth.
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