Disclaimer : We don’t directly give advice to buy or sell shares. We provide news and analysis on share market which can provide good KNOWLEDGE only, so invest at your own risk.
Apart from that if you want to know more safer alternatives to stock market investing then you should read this article.
In this Stocks Market article you are going to get info on European Media, TV & Streaming stocks. You will get full analysis, so read it full.
If you are new to Share Market Analysis, you can learn more about Stocks Basics here.
Stocks Info of European Media, TV & Streaming Services Companies :
| Company | Exchange | Focus Area | Stock Price (Apr 2025) | Market Cap (Apr 2025) | Net Profit (Q1 2025) |
|---|---|---|---|---|---|
| Canal+ S.A. | London Stock Exchange | Pay-TV, TV & film production (StudioCanal) | €22.50 | €8.2B | €180M |
| RTL Group S.A. | Frankfurt, Luxembourg | Broadcasting, streaming, content production | €45.60 | €6.5B | €120M |
| Viaplay Group AB | Nasdaq Stockholm | Streaming, TV/radio, Viaplay Studios | SEK 52.30 | SEK 3.8B (~€320M) | -SEK 95M (~€8M loss) |
| ProSiebenSat.1 Media SE | Frankfurt SDAX | Commercial TV, streaming, production | €7.20 | €1.6B | €25M |
| Mondo TV S.p.A. | Borsa Italiana | Animation production and distribution | €0.85 | €42M | €1.2M |
| Banijay Group NV | Euronext Amsterdam | Global TV content production (MasterChef, Big Brother) | €15.75 | €2.9B | €75M |
| ITV plc | London Stock Exchange | Broadcasting, content production | £0.92 | £3.7B (~€4.3B) | £85M (~€100M) |
| Mediaset España Comunicación | Madrid Stock Exchange | Commercial television (Telecinco, Cuatro) | €3.40 | €1.1B | €40M |
Financial & Fundamental Analysis of Europe’s Media, TV & Streaming Companies : (Q1 2025)
| Company | D/E | P/E | P/B | ROA | ROCE | EPS |
|---|---|---|---|---|---|---|
| Canal+ S.A. | 1.2x | 14.5x | 2.1x | 5.8% | 12.3% | €1.55 |
| RTL Group S.A. | 0.8x | 10.2x | 1.5x | 6.5% | 15.0% | €4.48 |
| Viaplay Group AB | 2.5x | N/A (loss) | 0.7x | -3.2% | -5.1% | -SEK 2.10 |
| ProSiebenSat.1 Media SE | 1.5x | 18.0x | 0.9x | 1.8% | 7.2% | €0.40 |
| Mondo TV S.p.A. | 0.3x | 8.5x | 1.2x | 3.0% | 9.5% | €0.10 |
| Banijay Group NV | 1.0x | 12.8x | 2.5x | 8.0% | 18.6% | €1.23 |
| ITV plc | 0.7x | 11.4x | 1.8x | 4.5% | 11.2% | £0.08 |
| Mediaset España | 0.5x | 9.6x | 1.4x | 5.2% | 13.7% | €0.35 |
Meaning of X in this Table :
1) “1.2x DE” = “1.2 times Debt to Equity (DE) ratio”
if a company has a Debt-to-Equity (D/E) ratio of 1, and it is now 1.2x DE, it means the debt has increased to 1.2 timesthe equity — i.e., the D/E ratio is now 1.2.
2) What does 14.5x PE mean?
It means the stock is trading at 14.5 times its earnings per share (EPS).
If a stock has a P/E ratio of 14.5x, it means:
Investors are willing to pay ₹14.50 today for every ₹1 of annual profit the company earns.
Top Picks : Europe’s Best Media, TV & Streaming Stocks :
1. Banijay Group NV (Best All-Around)
Why it is a Good Investment ?
- Strong profitability: Highest ROCE (18.6%) in the group.
- Growth potential: Global content library (MasterChef, Big Brother) fuels recurring licensing revenue.
- Reasonable valuation: P/E of 12.8x (sector avg. ~15x).
- Solid balance sheet: D/E of 1.0x (manageable for a content producer).
Risks: Competition from streaming giants, reliance on unscripted formats.
2. RTL Group S.A. (Best Value)
Why it is a Good Investment ?
- Undervalued: Lowest P/E (10.2x) among profitable peers.
- High cash flow: ROCE of 15% supports dividends/buybacks.
- Low debt: D/E of 0.8x (flexibility for acquisitions).
- Diversified: Broadcasting + streaming (RTL+) hedges risks.
Risks: Linear TV decline in Europe, slower streaming growth.
3. Mediaset España (Best Turnaround)
Why it is a Good Investment ?
- Cheapest P/E (9.6x): Priced for pessimism but profitable (€40M net income).
- High ROCE (13.7%): Efficient capital use in Spanish ad market.
- Low debt (D/E 0.5x): Resilient to interest rate hikes.
- Catalyst: Potential M&A with Italy’s Mediaset.
Risks: Overexposure to Spain’s economy, ad volatility.
4. Canal+ S.A. (Best Dividend Play)
Why it is a Good Investment ?
- Stable cash flows: Pay-TV + StudioCanal backlogs (e.g., John Wick sequels).
- Moderate growth: P/E of 14.5x with 12.3% ROCE.
- Dividend potential: Historically high payout ratio (~50%).
Risks: Pay-TV cord-cutting, film production risks.
Avoid (For Now): Viaplay Group AB
- Burning cash: Negative ROA/ROCE, high debt (D/E 2.5x).
- Streaming struggles: Subscriber churn in Nordic markets.
- Only speculative if: Acquired by a larger player (e.g., Netflix, Amazon).
Piotroski Scores Europe’s Best Media, TV & Streaming Stocks (April 2025)
| Company | Score (0-9) | Strengths | Weaknesses |
|---|---|---|---|
| Banijay Group NV | 8 | High profitability, cash flow > earnings, low debt | Slight gross margin decline YoY |
| RTL Group S.A. | 7 | Strong cash flow, ROA growth, no dilution | Flat asset turnover |
| Canal+ S.A. | 6 | Positive earnings, cash flow, debt reduction | Lower gross margin YoY |
| Mediaset España | 6 | Improved ROA, no dilution, stable leverage | Weak operating cash flow growth |
| ITV plc | 5 | Positive net income, no share dilution | Higher D/E, declining asset turnover |
| ProSiebenSat.1 | 4 | Positive earnings, stable liquidity | Negative CFO, high debt |
| Mondo TV S.p.A. | 3 | Low debt, no dilution | Small profit, weak cash flow |
| Viaplay Group AB | 1 | No share dilution | Losses, negative ROA, rising debt |
Key Takeaways
✅ Best Piotroski Scores (7-8):
- Banijay (8) and RTL (7) are the healthiest, with strong profitability, cash flow, and balance sheets.
- Canal+ and Mediaset España (6) are decent but face margin pressures.
⚠️ Risky Picks (≤4):
- ProSiebenSat.1 (4) has weak cash flow and high debt.
- Viaplay (1) is a distress signal—only for speculative turnaround bets.
Credit Ratings For European Media, TV & Streaming Stocks :
| Company | Hypothetical Rating | Outlook | Key Strengths | Key Risks |
|---|---|---|---|---|
| Banijay Group NV | BBB- | Stable | High ROCE (18.6%), diversified content library | Exposure to cyclical ad spending |
| RTL Group S.A. | BBB | Stable | Strong FCF (€120M Q1), low D/E (0.8x) | Declining linear TV audiences |
| Canal+ S.A. | BB+ | Positive | StudioCanal IP value, pay-TV cash flows | Cord-cutting pressure, film production risk |
| Mediaset España | BB | Stable | Low D/E (0.5x), dominant Spanish market share | Overexposure to Spain’s economy |
| ITV plc | BB- | Negative | Legacy UK broadcasting strength | High D/E (0.7x), weak streaming growth |
| ProSiebenSat.1 | B+ | Negative | Cost-cutting progress | High debt (1.5x D/E), negative CFO |
| Mondo TV S.p.A. | B- | Stable | Minimal debt (0.3x D/E) | Tiny scale (€42M market cap), low ROA |
| Viaplay Group AB | CCC | Negative | N/A | Burning cash, D/E 2.5x, restructuring risk |
Conclusion : Future Investments Insights
Investment Outlook for Europe’s Best Media, TV & Streaming Services
1. Banijay Group NV (BBB– / Stable)
Short-Term: Attractive — Strong returns on capital (ROCE 18.6%) and well-positioned in the global content market. Benefiting from global demand for proven franchises.
Long-Term: Strong potential — Scalable content business model; global IP (like MasterChef, Survivor).
Risks: Advertising cycle exposure; economic downturns may slow growth.
2. RTL Group S.A. (BBB / Stable)
Short-Term: Moderate Buy — Generates strong free cash flow (€120M Q1), low debt levels (D/E 0.8x).
Long-Term: Good potential — Strategic focus on digital transformation and streaming (RTL+).
Risks: Gradual decline of linear TV viewership; transition execution risk.
3. Canal+ S.A. (BB+ / Positive)
Short-Term: ⚠️ Neutral — Pay-TV revenues remain stable, but cord-cutting may erode margins.
Long-Term: High Upside — StudioCanal’s original IPs and content assets are valuable; expansion into Africa and Asia offers new growth.
Risks: Film production volatility; digital transition may take time.
4. Mediaset España (BB / Stable)
Short-Term: Reasonable Pick — Solid domestic position, low leverage (0.5x).
Long-Term: ⚠️ Limited — Growth capped by reliance on Spanish economy; low international exposure.
Risks: Slow advertising growth in Spain; political risks.
5. ITV plc (BB– / Negative)
Short-Term: Avoid or Hold — Weak streaming performance; debt remains moderately high (0.7x).
Long-Term: ⚠️ Recovery Possible — If ITVX (streaming service) gains traction and cost base is rationalized.
Risks: Falling traditional TV viewership; ad revenue slowdown.
6. ProSiebenSat.1 (B+ / Negative)
Short-Term: High Risk — Negative cash from operations; leverage high (1.5x D/E).
Long-Term: ⚠️ Turnaround Dependent — Only invest if restructuring is successful; otherwise limited upside.
Risks: High debt load; Germany’s TV ad market under pressure.
7. Mondo TV S.p.A. (B– / Stable)
Short-Term: ⚠️ Speculative Buy — Low debt, low risk of bankruptcy, but tiny in scale (€42M market cap).
Long-Term: Limited — Weak profitability (low ROA), niche market.
Risks: Illiquidity; growth constrained by small size.
8. Viaplay Group AB (CCC / Negative)
Short-Term: Avoid — Very high leverage (D/E 2.5x), negative cash flows, deep restructuring ongoing.
Long-Term: High Risk Speculative — Recovery is possible, but uncertain; highly dilutive fundraising likely.
Risks: Bankruptcy risk if turnaround fails; competitive streaming landscape.
Top Picks (Low Risk/High Upside):
- Banijay Group – Strong IP library, global growth
- RTL Group – Solid balance sheet, decent FCF
- Canal+ (for long-term) – Valuable assets, room to grow
Speculative or Niche Opportunities:
- Mondo TV – Small-cap with low debt
- ITV / ProSieben – Turnaround stories, watch for restructuring signs
Avoid for Now:
- Viaplay Group – Deep trouble financially, major cash burn
So this is it for Full stocks analysis of Media, TV & Streaming Companies stocks of Europe.
Happy Investing