Professional
Added to YB: 2025-03-21
Pitch date: 2025-03-14
UMG.AS [neutral]
Universal Music Group N.V.
-39.49%
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 26.1B
Pitch Price
EUR 24.63
Price Target
N/A
Dividend
3.60%
EV/EBITDA
13.44
P/E
81.92
EV/Sales
2.43
Sector
Entertainment
Category
growth
Pershing Square Holdings, Ltd. Portfolio Holding: Universal Music Group N.V.
UMG.AS (holding update): Leading music co. expects 7%+ rev growth, 8-10% subscription growth, double-digit Adj. EBITDA growth. 'Streaming 2.0' plan: better monetization, customer segmentation, higher prices. New Spotify & Amazon deals with higher rates. US listing catalyst: increased demand, better coverage, index inclusion. Strong positioning, sustained growth potential.
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