Banijay Group N.V. Class A (NL:BNJ)
:BNJ
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Banijay Group N.V. Class A
(BNJ)
Select Model
Select Model
Rating:68Neutral
Price Target:
€9.50
▲(12.03% Upside)
Action:Reiterated
Date:05/25/26
The score is anchored by improving operating results and solid cash generation, but materially tempered by the highly leveraged balance sheet and thin equity cushion. Technicals are neutral-to-mildly positive, while the low P/E and ~4% dividend yield provide a meaningful valuation support.
Positive Factors
Recurring IP & Distribution Model
Banijay's business centers on producing content and exploiting long‑lived IP via format licensing, local adaptations and secondary windows. That creates annuity-like revenue streams, diversifies across territories/platforms and supports durable monetization beyond single commissions.
Negative Factors
Very High Leverage
An extremely elevated debt load relative to equity severely limits balance-sheet flexibility. High leverage increases interest and refinancing risk, constrains strategic choices (M&A, content spend pacing) and magnifies downside if operating results slip.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring IP & Distribution Model
Banijay's business centers on producing content and exploiting long‑lived IP via format licensing, local adaptations and secondary windows. That creates annuity-like revenue streams, diversifies across territories/platforms and supports durable monetization beyond single commissions.
Read all positive factors
Banijay Group N.V. Class A (BNJ) vs. iShares MSCI Netherlands ETF (EWN)
Market Cap
€3.72B
Dividend Yield4.22%
Average Volume (3M)8.77K
Price to Earnings (P/E)14.9
Beta (1Y)0.15
Revenue Growth1.16%
EPS Growth50.03%
CountryNL
Employees4,807
SectorCommunication Services
Sector Strength97
IndustryEntertainment
Share Statistics
EPS (TTM)0.57
Shares Outstanding428,248,260
10 Day Avg. Volume10,995
30 Day Avg. Volume8,774
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)27.06
Price to Sales (P/S)0.72
P/FCF Ratio6.73
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€9.20Price Target Upside8.49% Upside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)0.97
Revenue Forecast (FY)€5.73B
Banijay Group N.V. Class A Business Overview & Revenue Model
Company Description
Banijay Group N.V. operates extensively throughout Europe, engaging in a dual business model that encompasses both the creation and dissemination of media content, alongside the provision of online sports betting and gaming services. The company i...
How the Company Makes Money
Banijay Group makes money primarily by (1) producing content for third parties and (2) exploiting intellectual property (IP) rights over time. A major revenue stream is production revenue earned under commissions from broadcasters and streaming pl...
Banijay Group N.V. Class A Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
28
Negative
Cash Flow
67
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.94B | 4.88B | 4.80B | 4.32B | 4.05B | 3.50B |
| Gross Profit | 4.94B | 4.88B | 1.70B | 1.24B | 2.53B | 2.29B |
| EBITDA | 772.50M | 782.30M | 663.90M | 499.50M | 296.50M | 285.80M |
| Net Income | 242.40M | 247.50M | 146.10M | 60.80M | -88.00M | -43.00M |
Balance Sheet | ||||||
| Total Assets | 6.83B | 5.77B | 5.87B | 5.73B | 5.24B | 5.04B |
| Cash, Cash Equivalents and Short-Term Investments | 1.46B | 515.50M | 516.70M | 468.40M | 482.10M | 497.20M |
| Total Debt | 4.26B | 3.26B | 3.30B | 3.09B | 2.82B | 2.91B |
| Total Liabilities | 6.62B | 5.63B | 5.83B | 5.68B | 5.22B | 5.05B |
| Stockholders Equity | 190.80M | 129.80M | 14.20M | 33.00M | 11.70M | 30.60M |
Cash Flow | ||||||
| Free Cash Flow | 468.30M | 521.80M | 357.60M | 432.10M | 390.50M | 337.00M |
| Operating Cash Flow | 610.60M | 673.10M | 488.70M | 517.00M | 458.60M | 403.50M |
| Investing Cash Flow | -1.22B | -227.80M | -228.30M | -336.10M | 7.50M | -97.10M |
| Financing Cash Flow | 580.00M | -398.30M | -267.30M | -167.60M | -438.20M | -258.00M |
Banijay Group N.V. Class A Technical Analysis
Positive
8.48
Price Trends
8.45
Positive
8.24
Positive
8.42
Positive
Market Momentum
0.01
Positive
54.13
Neutral
52.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NL:BNJ, the sentiment is Positive. The current price of 8.48 is below the 20-day moving average (MA) of 8.64, above the 50-day MA of 8.45, and above the 200-day MA of 8.42, indicating a bullish trend. The MACD of 0.01 indicates Positive momentum. The RSI at 54.13 is Neutral, neither overbought nor oversold. The STOCH value of 52.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NL:BNJ.
Banijay Group N.V. Class A Peers Comparison
UnderperformOutperform
Sector (60)
NL:BNJ
Banijay Group N.V. Class A
8.68
-0.16
-1.84%
NL:UMG
Universal Music Group
18.78
-7.63
-28.89%
NL:HAVAS
Havas NV
17.10
3.31
24.02%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.