Added to YB: 2024-09-30
Pitch date: 2024-09-28
UMG.AS [bullish]
Universal Music Group N.V.
-30.34%
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 27.0B
Pitch Price
EUR 22.39
Price Target
30.00 (+92%)
Dividend
3.49%
EV/EBITDA
13.81
P/E
84.61
EV/Sales
2.50
Sector
Entertainment
Category
growth
Universal Music Group – A Deep Dive into one of Bill Ackman’s favorite stocks
UMG.AS: Global music leader w/ 40% mkt share. Dominates streaming, social media. Revenue CAGR 8.5% (10yr), 13% (5yr). Trading at 27x TTM P/E vs 44x 2yr avg. Bill Ackman owns 10%. Expects 7%+ rev CAGR, 10%+ EBITDA CAGR thru 2028. €30 PT, 13% annual return thru 2026.
Read full article (15 min)