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:53Neutral
Price Target:
€8.50
▲(0.00% Upside)
Action:ReiteratedDate:03/24/26
The score is driven primarily by mixed financials: strong free cash flow and improving margins are offset by very high leverage and a sharp 2025 revenue drop. Technical signals are broadly neutral, while valuation is a headwind due to the elevated P/E despite a solid dividend yield.
Positive Factors
Cash generation
Sustained positive operating cash flow and a sizable free cash flow build (≈€522M in 2025) indicate the business converts reported earnings into real liquidity. This durable cash generation supports content investment, dividend capacity and servicing large debt over multiple years if maintained.
Negative Factors
Very high leverage
Extremely high debt relative to a thin equity base materially reduces financial flexibility and increases default risk if cash generation falters. Servicing and rolling this debt constrains capital allocation, limits strategic optionality and makes the company sensitive to interest or industry shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation
Sustained positive operating cash flow and a sizable free cash flow build (≈€522M in 2025) indicate the business converts reported earnings into real liquidity. This durable cash generation supports content investment, dividend capacity and servicing large debt over multiple years if maintained.
Read all positive factors
Banijay Group N.V. Class A (BNJ) vs. iShares MSCI Netherlands ETF (EWN)
Market Cap
€3.60B
Dividend Yield4.22%
Average Volume (3M)8.77K
Price to Earnings (P/E)14.2
Beta (1Y)0.27
Revenue Growth7.13%
EPS Growth117.79%
CountryNL
Employees4,807
SectorCommunication Services
Sector Strength97
IndustryEntertainment
Share Statistics
EPS (TTM)0.30
Shares Outstanding423,276,280
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
€11.35Price Target Upside33.53% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)0.95
Revenue Forecast (FY)€5.47B
Banijay Group N.V. Class A Business Overview & Revenue Model
Company Description
Banijay Group N.V. engages in the content production and distribution, and online sports betting and gaming businesses in Europe. It produces scripted and non-scripted content across various genres, including reality shows, entertainment and talk ...
How the Company Makes Money
Banijay Group makes money mainly by creating, producing, and monetizing audiovisual content and the associated intellectual property (IP). A core revenue stream comes from production services and commissions: Banijay’s labels produce scripted and ...
Banijay Group N.V. Class A Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
28
Negative
Cash Flow
74
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 4.88B | 4.80B | 4.32B | 4.05B | 3.50B |
| Gross Profit | 4.88B | 1.70B | 1.24B | 2.53B | 2.29B |
| EBITDA | 782.30M | 663.90M | 499.50M | 296.50M | 285.80M |
| Net Income | 247.50M | 146.10M | 60.80M | -88.00M | -43.00M |
Balance Sheet | |||||
| Total Assets | 5.77B | 5.87B | 5.73B | 5.24B | 5.04B |
| Cash, Cash Equivalents and Short-Term Investments | 515.50M | 516.70M | 468.40M | 482.10M | 497.20M |
| Total Debt | 3.26B | 3.30B | 3.09B | 2.82B | 2.91B |
| Total Liabilities | 5.63B | 5.83B | 5.68B | 5.22B | 5.05B |
| Stockholders Equity | 129.80M | 14.20M | 33.00M | 11.70M | 30.60M |
Cash Flow | |||||
| Free Cash Flow | 521.80M | 357.60M | 432.10M | 390.50M | 337.00M |
| Operating Cash Flow | 673.10M | 488.70M | 517.00M | 458.60M | 403.50M |
| Investing Cash Flow | -227.80M | -228.30M | -336.10M | 7.50M | -97.10M |
| Financing Cash Flow | -398.30M | -267.30M | -167.60M | -438.20M | -258.00M |
Banijay Group N.V. Class A Technical Analysis
Positive
8.50
Price Trends
8.38
Positive
8.45
Positive
8.77
Negative
Market Momentum
0.04
Negative
53.45
Neutral
50.00
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 8.5 is above the 20-day moving average (MA) of 8.44, above the 50-day MA of 8.38, and below the 200-day MA of 8.77, indicating a neutral trend. The MACD of 0.04 indicates Negative momentum. The RSI at 53.45 is Neutral, neither overbought nor oversold. The STOCH value of 50.00 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)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | €1.52B | 5.21 | ― | 5.07% | -0.51% | -56.03% | |
65 Neutral | €31.37B | 26.58 | 60.27% | 2.37% | 6.12% | 67.59% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
53 Neutral | €3.60B | 14.19 | ― | 4.22% | 7.13% | 117.79% |
* Communication Services Sector Average
NL:BNJ
Banijay Group N.V. Class A
8.50
0.30
3.66%
NL:UMG
Universal Music Group
17.11
-5.48
-24.27%
NL:HAVAS
Havas NV
15.32
4.27
38.67%
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.