Banijay Group (BNJ) Fair Value & Analysis
Communication Services · NL · Market cap €3.6B
Fair value as of: Jul 19, 2026
From 26 valuation models · updated 22 days ago
Share price +5.4% over the past month.
A solid business, screening 43% undervalued on our models.
What matters now
- The price is below even our cautious bear case (€9.24). The market is more pessimistic than our downside scenario.
- Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
56‑month range €7.06 – €10.19 · fair‑value band €9.24 – €16.08 · the €8.98 price screens below the €12.87 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Banijay Group (BNJ) currently trades at €8.98, while our model-based Fair Value estimate is €12.87, implying the stock looks roughly 43.3% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Banijay Group generated revenue of €4.9B at a net margin of 4.9%. Revenue grew 5.8% year over year. It earns a return on equity of 187.0%. Net debt stands at €2.8B. Fundamentals as of Jul 19, 2026
Our scenario range runs from €9.24 (bear case) to €16.08 (bull case); at €8.98, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 19% below its 52-week high and 18% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -52% fair-value upside, at 43%, BNJ screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth DCF (€20.52) versus Asset-Based (€0.2100). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 60
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Banijay Group N.V. engages in the content production, distribution, online sports betting, and gaming businesses in the United States, Europe, and internationally.
Full company description
Banijay Group N.V. engages in the content production, distribution, online sports betting, and gaming businesses in the United States, Europe, and internationally. The company produces scripted and non-scripted content across various genres, including reality, entertainment, and talk shows; game shows, factual entertainment, documentary, drama, animation, and comedy; live experiences; and non-scripted content shows. It also operates online sports betting platforms. The company was formerly known as FL Entertainment N.V. and changed its name to Banijay Group N.V. in May 2024. Banijay Group N.V. was founded in 2007 and is headquartered in Paris, France.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Banijay Group reported revenue of €4.9B in FY2025 versus €3.5B in FY2021, a compound +8.7%/yr. Reported net income was €248M in FY2025.
Watch BNJ: get an alert when its fair value changes →
Peer Group
Entertainment · 267 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Entertainment median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Entertainment stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Netflix, Inc ZNFL | C$6.77 | C$2.96 | -56% |
| The Walt Disney Company DIS | $96.30 | $89.55 | -7% |
| Warner Bros. Discovery, Inc WBD | $26.87 | $9.13 | -66% |
| Live Nation Entertainment, Inc LYV | $178.44 | $46.89 | -74% |
| Universal Music Group UMG | €18.91 | €14.78 | -22% |
| TKO Group TKO | $184.40 | $22.16 | -88% |
| Empresas Cablevisión, S.A. CABLECPO | 55.00 MXN | 60.49 MXN | +10% |
| Beijing Enlight Media Co 300251 | ¥11.77 | ¥10.97 | -7% |
| PT MNC Digital Entertainment Tbk, MSIN | 456.00 IDR | 221.09 IDR | -52% |
| Prime Focus Limited PFOCUS | ₹298.25 | ₹63.45 | -79% |
Compare Banijay Group with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Communication Services stocks →
Frequently asked questions
Is Banijay Group (BNJ) overvalued or undervalued?
What is the fair value of BNJ?
What is the quality score of BNJ?
What is the revenue of Banijay Group (BNJ)?
What is the net profit margin of BNJ?
Does Banijay Group pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Banijay Group and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.