Compagnie de l'Odet (ODET) Fair Value & Analysis
Communication Services · FR · Market cap €5.9B · ISIN FR0000062234
What is Compagnie de l'Odet really worth?
Below-average quality, and trading another 76% above our fair value of €747.48.
Strengths
Risks
For context
Fair value as of: Sep 3, 2026
From 18 valuation models · updated yesterday
Share price −1.9% 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 sits above even our optimistic bull case (€934.35). The favourable scenario is already priced in.
- Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range €1,015 – €1,648 · fair‑value band €560.61 – €934.35 · the €1,312 price screens above the €747.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.
Analysis
Compagnie de l'Odet (ODET) currently trades at €1,312, while our model-based Fair Value estimate is €747.48, implying the stock looks roughly 75.5% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Communication Services sector. Bull case: the Asset-Based group reads highest at a median of €2,034 per share, and 11 of the 18 models we run sit above the €1,312 price. Bear case: the Earnings-Based group reads lowest at €429.92, and 7 of the 18 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Compagnie de l'Odet generated revenue of €2.9B at a net margin of 7.5%. Revenue declined 13.3% year over year. It earns a return on equity of 1.6%. The balance sheet holds a net cash position of €4.6B. Fundamentals as of Sep 3, 2026
Our scenario range runs from €560.61 (bear case) to €934.35 (bull case); at €1,312, the current price sits above 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 about 13% below its 52-week high and 19% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −51% fair-value upside, at −43%, ODET 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 €29.63 per share, which is 4.0 % 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.
All 18 models by family
Widest divergence: Asset-Based (€2,034) versus Dividend Discount (€42.24). Highest evidence: FCF DCF (82).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 51 · Market factors (momentum, volatility) 53
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
Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries. The company involved in the distribution and warehousing of oil products.
Full company description
Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries. The company involved in the distribution and warehousing of oil products. It also engages in the pay and free TV and production, the sale and distribution of cinema films and TV series, the design and release of downloadable video games on mobile devices and consoles, ticketing and venue services, communications consulting and advertising agencies, magazine sales, sales of goods and circulation of publications, travel retail sales, and sales of licenses and subscription services. In addition, the company produces and sells electric batteries for electric vehicles, electricity storage and solutions, and films, as well as telecommunications activities. The company was formerly known as Financière de l'Odet SA and changed its name to Compagnie de l'Odet in May 2021. Compagnie de l'Odet was incorporated in 1929 and is headquartered in Ergue-Gaberic, France. Compagnie de l'Odet is a subsidiary of Sofibol Sa.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Compagnie de l'Odet reported revenue of €2.9B in FY2025 versus €16.6B in FY2021, a compound −35.3%/yr. Reported net income was €218M in FY2025, compounding −49.2%/yr from FY2021.
ODET screens 76% overvalued. Compare with Netflix, Inc →
Peer Group
Entertainment · 253 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
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.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Entertainment stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Netflix, Inc NFLX | $81.72 | $49.35 | −40% |
| The Walt Disney Company DIS | $103.50 | $80.62 | −22% |
| Warner Bros. Discovery, Inc WBD | $27.65 | $9.03 | −67% |
| Live Nation Entertainment, Inc LYV | $182.02 | $59.97 | −67% |
| Universal Music Group UMG | €14.73 | €14.78 | +0% |
| TKO Group TKO | $189.42 | $47.75 | −75% |
| Formula One Group FWONK | $102.02 | $35.21 | −65% |
| Fox Corporation FOXA | $68.42 | $206.81 | +202% |
| News Corporation NWS | A$46.55 | A$20.41 | −56% |
| Warner Music Group WMG | $24.79 | $12.10 | −51% |
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