Vantiva makes the set-top boxes, broadband gateways and video delivery hardware that cable and telco operators put in customers' homes, a business that has been shrinking as operators consolidate and buy cheaper equipment. Its one structural asset is an installed base and long operator relationships in Europe and North America, but the numbers show little pricing power: gross margin is 12.8% and operating margin only 0.9%, with revenue down 14.8% and ROE at -173.6%. At a 41M EUR market cap the equity is priced as a restructuring option, so the question for a PM is whether the company can stop the revenue decline and turn its low margins into positive cash flow before its balance sheet becomes the binding constraint. That is a deeper-look candidate only if the debt and liquidity position can be verified as workable; on the figures provided, it carries more distress risk than a concentrated long-only book should hold without a clear catalyst.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | €0.08 | first publication | €0.08 |
Answered from Vantiva S.A. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| VANTI.PA Vantiva S.A. | €0.08 | - | - | - | -173.6% | 13 | 28 |
| GCLA.BA Grupo Clarin S.A. | ARS 2605.00 | - | - | 9.0x | 5.9% | 64 | 49 |
| 1970.HK IMAX China Holding, Inc. | HK$8.15 | HK$13 | 36% below | 17.7x | 6.9% | 77 | 57 |
| ACAST.ST Acast AB (publ) | kr 32.40 | - | - | 60.0x | 8.8% | 56 | 49 |
| VPLAY-A.ST Viaplay Group AB (publ) | kr 2.30 | - | - | - | -52.9% | 22 | 40 |
| IMAX Imax Corporation Common Stock | $53.38 | $23 | 130% above | 73.1x | 11.0% | 62 | 68 |
| BATRK Atlanta Braves Holdings Inc. Series C Common Stock | $49.64 | - | - | - | -12.0% | 21 | 38 |
Where VANTI.PA ranks against its sector peers on each metric.