Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
Finland
/
Capital Goods
/
Valmet Oyj
Create a narrative
Valmet Oyj Community
HLSE:VALMT Community
3
Narratives
written by author
1
Comments
on narratives written by author
43
Fair Values set
on narratives written by author
Community Investing Ideas
Valmet Oyj
Popular
Undervalued
Overvalued
Valmet Oyj
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Digitalization And Regulatory Shifts Will Cripple Traditional Paper Demand
Key Takeaways Ongoing decline in traditional paper and pulp demand, combined with alternative packaging trends, threatens Valmet's core revenue streams and order growth prospects. Regulatory, environmental, and supply chain pressures heighten operational costs and risks, squeezing margins and challenging long-term profitability.
View narrative
€18.35
FV
65.4% overvalued
intrinsic discount
3.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 days ago
author updated this narrative
Valmet Oyj
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Smart Manufacturing And Circular Economy Will Drive Global Demand
Key Takeaways Localized decision-making and reinvestment into services, coupled with rapid restructuring, support continued margin expansion and higher future revenue growth. Strategic focus on advanced circularity, service-model innovation, and emerging markets drives recurring revenue, margin resilience, and strong long-term order inflows.
View narrative
€36
FV
15.7% undervalued
intrinsic discount
7.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 days ago
author updated this narrative
Valmet Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Operating Model Reforms And Biomaterial Focus Will Unlock Efficiency
Key Takeaways Simplified structure, local accountability, and digitalization initiatives are set to improve margins, stability, and recurring high-margin service revenues. Strategic focus on circularity, sustainability, and automation positions Valmet for long-term growth and expanding high-margin order backlog.
View narrative
€29.31
FV
3.5% overvalued
intrinsic discount
4.08%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
17 days ago
author updated this narrative