Loading…
← CockpitCompetitor Analysis › RCS.MI RCS MediaGroup S.p.A.Open in the cockpit ↗

RCS MediaGroup S.p.A.RCS.MICompetitor analysis, valuation and peers

Italy · EUR·Communication Services›Publishing: Newspapers
Momentum weak 22
Mkt cap
$484M
US dollars, full cap
Free float
14%
of shares outstanding
$/day
$159,716
20-day average traded
Fwd P/E
7.6×
forward earnings
ROIC−WACC
+1.0 pp
WACC 6.8%
Hurdle
-7 pp
Req g minus delivered
Close · EUR€0.83
1D-0.6%
1W+1.7%
1M+1.0%
3M-10.5%
6M-15.1%
YTD-15.3%
1Y-19.8%
ATR %2.3%
52w lowhigh21.3% off high

What RCS MediaGroup does

Employees: 2,895

RCS MediaGroup at a glance

Size RCS MediaGroup (RCS.MI) is an Italy Communication Services company (Publishing: Newspapers) with a market value of $484M, the 109th largest of 123 Italy companies the cockpit tracks. Shares closed at €0.83 on 6 Nov 2026.

Performance Over six months the shares fell 15.1%, against +1.6% for the median peer and +3.1% for the Italy market (cap-weighted) — lowest of 9 in its peer set.

Growth Revenue fell 2.7% over the last twelve months (peer median -0.8%); the operating margin is 7.7% (peer median 8.3%).

Valuation It trades at 7.6× forward earnings against a peer median of 13.6× (2nd cheapest of 5).

Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -7 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.0 points above its cost of capital (6.8% WACC).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026Peer median 101RCS.MI 83
Six months, rebased to 100: RCS MediaGroup against the median of its 8 peers (local-currency closes).

RCS MediaGroup financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€790M€788M€819M€828M€845M
Revenue growth—-4%-1%-2%—
Gross profit€65.6M€305M€327M€324M€341M
EBITDA€113M€98.6M€108M€102M€86.2M
Net income€53.9M€54.8M€62.0M€57.0M€50.1M
Free cash flow€70.6M€64.0M€85.6M€61.1M€5.00M
Capital expenditure€21.2M€23.7M€21.2M€23.9M€80.1M
Total debtn/a€147M€185M€170M€200M

Quarterly statements and history in the cockpit →

RCS MediaGroup competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+20%-10%0%000607TCL-ACEDPOLDJCOTDAYALMASANOMARCS.MI6-month return →1-month return →
Up and to the right = strong over both horizons. RCS MediaGroup is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%10×20×30×40×TCL-ATDAYALMASANOMARCS.MIRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. RCS MediaGroup is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%000607TCL-ACEDPOLDJCOTDAYALMASANOMARCS.MIGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. RCS MediaGroup is the large dot.

RCS MediaGroup competitors and peer comparison

How RCS MediaGroup compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

RCS MediaGroup against its 8 peers (data as of 6 Nov 2026)
MeasureRCS.MIPeer medianRank in peer set
1-month return+1.0%-0.8%3rd highest of 9
6-month return-15.1%+1.6%lowest of 9
Distance from 52-week high-21.3%-14.4%4th lowest of 9
Revenue growth (TTM)-2.7%-0.8%4th lowest of 9
Operating margin7.7%8.3%5th highest of 9
Forward P/E7.6×13.6×2nd cheapest of 5
Growth the price implies (Req g, 7 yrs)-5.9%0.0%4th least demanding of 9
Growth delivered (Del g)+1.0%+1.2%4th lowest of 9
Hurdle (Req g minus delivered)-6.9 pp-0.9 pp4th least demanding of 9
ROIC minus cost of capital+1.0 pp-0.4 pp4th highest of 8
EV / EBITDA4.6×8.1×2nd cheapest of 7
Net debt / EBITDA0.8×1.3×3rd least indebted of 7

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
RCS MediaGroup RCS.MIItaly$484M-15%-3%8%7.6×-5.9%+1.0%
Zhejiang Huamei 000607.SZChina$598M-5%+3%-23%n/a-1.2%-5.7%
Transcontinental TCL-A.TOCanada$338M0%-43%11%5.0×-12.6%+1.3%
Caltagirone Editore CED.MIItaly$309M+19%-6%-19%n/a-11.8%-3.3%
Polaris Media POL.OLNorway$307M+4%0%2%n/a11.5%+1.2%
Daily Journal DJCOUnited States$885M+28%+23%13%n/a22.0%+11.9%
USA TODAY TDAYUnited States$965M-14%-7%6%39.2×9.8%-7.5%
Alma Media ALMA.HEFinland$1.27B+7%+5%26%15.8×1.1%+7.3%
Sanoma SANOMA.HEFinland$1.61B-1%-1%13%11.5×-7.6%+4.2%

Questions

Which companies are RCS MediaGroup's closest peers?
The cockpit's peer set: Zhejiang Huamei (000607.SZ), Transcontinental (TCL-A.TO), Caltagirone Editore (CED.MI), Polaris Media (POL.OL), Daily Journal (DJCO), USA TODAY (TDAY), Alma Media (ALMA.HE), Sanoma (SANOMA.HE).
Is RCS MediaGroup expensive compared with its peers?
On forward p/e it trades at 7.6× against a peer median of 13.6×, 2nd cheapest of 5 in its peer set. For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -7 pp: the price already allows for a slowdown.
How has RCS MediaGroup stock performed?
Over six months to 6 Nov 2026 the shares returned -15.1% against +1.6% for the median peer; over one year -19.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.