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HAVAS SA (HAVAS) Fair Value & Analysis

Communication Services · NL · Market cap €1.9B · ISIN NL0015002K83

What is HAVAS SA really worth?

HS HAVAS SA HAVAS · AS
Price€18.60
Fair Value€43.23
Upside+132.4%
Quality67/100

A solid business, trading 57% below our fair value of €43.23.

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Strengths

Low debt · generates free cash flow
Ranks above peers (11/14)

Risks

!Weak Growth (revenue 3y +1.8 %/yr)
!Thin margins · 6.5% net margin
!Moderate moat 49/100
!Weak on future: 3 out of 100

For context

·4.30% dividend yield
Evidence: High Range €31.31 – €56.11

Fair value as of: Aug 27, 2026

From 24 valuation models · updated 9 days ago

Share price −2.6% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price is below even our cautious bear case (€31.31). The market is more pessimistic than our downside scenario.
  • Solid quality (67/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (21 months)

€19.30 €10.51 Fair Value €43.23 Dec 2024 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

21‑month range €10.51 – €19.30 · fair‑value band €31.31 – €56.11 · the €18.60 price screens below the €43.23 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

HAVAS SA (HAVAS) currently trades at €18.60, while our model-based Fair Value estimate is €43.23, implying the stock looks roughly 57.0% undervalued today. The Quality Score stands at 67/100 (solid quality), in the Communication Services sector. Bull case: the Multiples group reads highest at a median of €42.54 per share, and 20 of the 24 models we run sit above the €18.60 price. Bear case: the Dividend Discount group reads lowest at €8.34, and 4 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, HAVAS SA generated revenue of €2.9B at a net margin of 6.5%. Revenue grew 0.5% year over year. It earns a return on equity of 11.2%. Net debt stands at €122M. Fundamentals as of Aug 27, 2026

Our scenario range runs from €31.31 (bear case) to €56.11 (bull case); at €18.60, 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 share trades near its 52-week high and 52% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −13% fair-value upside, at 132%, HAVAS screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €0.7444 per share, which is 1.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence €31.31 €40.09 €51.74 79
Growth DCF €31.95 €40.13 €50.46 77
Owner Earnings €25.15 €32.04 €41.20 75
All 24 models by family
DCF Models
FCF DCF best evidence €31.31 €40.09 €51.74 79
Owner Earnings €25.15 €32.04 €41.20 75
5Y Revenue Exit €32.22 €45.93 €63.35 70
5Y EBITDA Exit €35.66 €51.90 €70.58 72
5Y P/E Exit €30.66 €43.23 €56.11 69
10Y Revenue Exit €30.81 €42.09 €55.37 65
10Y EBITDA Exit €33.52 €45.73 €60.00 66
10Y P/E Exit €30.69 €40.45 €50.73 62
Earnings-Based
Graham-Dodd €13.15 €26.16 €32.84 63
EPV €23.88 €26.79 €29.22 74
Dividend Discount
Gordon GGM €6.28 €8.44 €10.41 67
DDM Multi-Stage €6.28 €8.34 €10.44 65
Multiples
P/E Multiple €31.90 €42.54 €53.17 63
P/S Multiple €24.65 €32.87 €41.08 58
P/B Multiple €24.65 €32.87 €41.08 55
EV/EBIT €45.60 €59.97 €74.33 66
EV/EBITDA €44.41 €58.37 €72.33 67
EV/Revenue €35.19 €49.19 €63.20 54
Asset-Based
NCAV (Graham) €9.26 €12.41 €18.52 54
Growth DCF
Growth DCF €31.95 €40.13 €50.46 77
Rev-Margin DCF €32.22 €46.42 €61.97 70
Economic Profit
Residual Income €15.52 €16.98 €21.41 73
ROIC Compounder €24.25 €27.90 €31.50 69
Growth Earnings
Growth-Adj P/E €23.04 €32.91 €42.79 65

Widest divergence: Multiples (€42.54) versus Dividend Discount (€8.34). Highest evidence: FCF DCF (79).

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Key figures & financial health

P/E ratio 9.8
P/S ratio 0.64 P/E × margin
EPS (TTM) €1.90 price ÷ EPS = P/E 9.8
Dividend yield 4.3% payout 42.1%
Net margin 6.5% FY2025
Return on equity 11.2% TTM
More key figures
Profitability
Return on assets (EBIT) 4.5% avg 5y
Operating margin 13.8% TTM
Growth
Revenue (TTM) €2.9B TTM
Revenue growth (YoY) +0.5% 3y avg +1.8%
EPS growth (YoY) +15.9%
Balance sheet & cash flow
Free cash flow €327M FY2025
Net debt €122M FY2025 · ≈ 0.4 yrs of FCF

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 64 · Market factors (momentum, volatility) 69

Profitability 43
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 73
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 65
Price trend over the last 3–12 months (market factor)
52W Momentum 78
Distance to the 52-week high (market factor)
Net Issuance 94
Buybacks instead of dilution

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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Havas N.V. provides communications and marketing services in France, the United Kingdom, rest of Europe, North America, Latin America, the Asia-Pacific, and Africa. The company offers a range of creative services, such as advertising, brand strategy, business transformation, and digital and social media solutions, as well as public relations and events.

Full company description

Havas N.V. provides communications and marketing services in France, the United Kingdom, rest of Europe, North America, Latin America, the Asia-Pacific, and Africa. The company offers a range of creative services, such as advertising, brand strategy, business transformation, and digital and social media solutions, as well as public relations and events. It also provides media experiences through media planning and buying, fan engagement, and retail media and e-commerce, as well as data analytics services to optimize client advertising investments. In addition, the company focuses on healthcare and wellness communications, which include providing specialized marketing services to pharmaceutical companies, healthcare providers, and wellness brands. Further, it offers advertising creation and solutions; brand and design expertise; content production; marketing services; customer experience; public relations and affairs; corporate communications, partnership, sponsorship and event solutions; and business consultancy and transformation services. It serves healthcare and wellness, finance, consumer goods, food and beverages, technology, media and telecom, industry and services, automotive, retail, travel, entertainment, and other industries. The company was founded in 1835 and is headquartered in Puteaux, France.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

HAVAS SA reported revenue of €2.9B in FY2025 versus €2.3B in FY2021, a compound +5.6%/yr. Reported net income was €189M in FY2025, compounding +13.7%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
€2.9B
Latest YoY
+1.7%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.8%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+15.4% (11.1 + 4.3)
Revenue +5.6%/yr
FY21 €2.3B
FY22 €2.8B
FY23 €2.9B
FY24 €2.9B
FY25 €2.9B
Net income +13.7%/yr
FY21 €113M
FY22 €171M
FY23 €167M
FY24 €173M
FY25 €189M

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Cite: Fair Value Calculator (2026). "HAVAS SA Fair Value". https://www.fairvalue-calculator.com/stock/HAVAS

Peer Group

Advertising Agencies · 195 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.

Quality Score 67 · Top 25%
Fair Value upside +132% · Top 25%
Return on equity (TTM) 11% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 6% · Top 25%
Operating margin (TTM) 14% · Top 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 4.3% · Above median
Debt / equity 0.00× · Lower than median

Valuation Multiples vs Advertising Agencies median · lower = cheaper

P/E (TTM) 9.8× · Cheaper than 75% of peers
P/B 1.20× · Cheaper than median
P/S (TTM) 0.75× · Pricier than median
P/FCF 6.6× · Pricier than median
EV/EBITDA 4.9× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 25
FUTURE3 · sector 6
PAST45 · sector 6
HEALTH100 · sector 99
DIVIDEND86 · sector 56

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).

Stock Price Fair Value vs Fair Value
AppLovin Corporation APP $317.76 $252.45 −21%
Publicis Groupe S.A PUB €101.65 €146.36 +44%
Omnicom Group OMC $86.09 $99.84 +16%
Focus Media Information Technology Co 002027 ¥4.97 ¥5.71 +15%
The Trade Desk, Inc TTD $13.57 $29.07 +114%
BlueFocus Intelligent Communications Group 300058 ¥13.37 ¥1.44 −89%
JCDecaux SE DEC €24.00 €20.99 −13%
WPP plc WPP $26.87 $19.05 −29%
Easy Click Worldwide Network Technology Co 301171 ¥37.40 ¥5.62 −85%
Magnite, Inc MGNI $24.53 $12.18 −50%

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Frequently asked questions

Is HAVAS SA (HAVAS) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of €43.23 versus a price of €18.60, about +132% upside (undervalued).
What is the fair value of HAVAS?
Our model-based fair value for HAVAS SA is €43.23 (as of Aug 27, 2026), built from audited fundamentals. The current price: €18.60.
What is the quality score of HAVAS?
HAVAS SA has a Quality Score of 67/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of HAVAS SA (HAVAS)?
HAVAS SA reported trailing-twelve-month revenue of about €2.9B (latest available figure, as of Aug 27, 2026).
What is the net profit margin of HAVAS?
The net profit margin of HAVAS SA is about 6.5%, meaning it keeps roughly 6.5% of revenue as net income. Based on the latest reported figures.
Does HAVAS SA pay a dividend?
HAVAS SA currently shows a dividend yield of about 4.30% relative to its recent price (as of Aug 27, 2026).
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