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Compagnie Générale des Établissements Michelin Société en commandite par actions
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Compagnie Générale des Établissements Michelin Société en commandite par actions Community
ENXTPA:ML Community
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Compagnie Générale des Établissements Michelin Société en commandite par actions
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Compagnie Générale des Établissements Michelin Société en commandite par actions
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Autonomous And Electric Trends Will Cut Tire Demand
Key Takeaways New mobility trends, electric vehicle adoption, and direct OEM sales threaten long-term tire demand, pricing power, and revenue potential for Michelin. Rising competition, regulatory costs, and capital requirements will constrain profitability, market share, free cash flow, and the ability to invest in growth or returns.
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€28
FV
11.6% overvalued
intrinsic discount
1.50%
Revenue growth p.a.
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5 days ago
author updated this narrative
Compagnie Générale des Établissements Michelin Société en commandite par actions
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Emerging Markets And Electrification Will Transform Global Mobility
Key Takeaways Expansion of high-margin service, sustainability leadership, and integration with electric vehicle makers positions Michelin for superior growth, pricing power, and smoother earnings. Accelerated margin improvement, strong cash flow, and underleveraged balance sheet enable rapid restructuring gains and acquisition-driven diversification beyond tires.
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€43
FV
27.3% undervalued
intrinsic discount
3.94%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
Compagnie Générale des Établissements Michelin Société en commandite par actions
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Streamlined Manufacturing And Sustainability Will Fuel Future Progress
Key Takeaways Streamlined manufacturing, sustainability leadership, and innovation in EV and eco-friendly tires position Michelin for margin expansion, stronger pricing power, and long-term growth. Diversification in China and services expansion support stable revenues and lessen dependence on mature markets amid global urbanization and rising replacement demand.
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€36.18
FV
13.6% undervalued
intrinsic discount
2.85%
Revenue growth p.a.
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0
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12 days ago
author updated this narrative
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Compagnie Générale des Établissements Michelin Société en commandite par actions
Your Fair Value
€
Current Price
€31.26
26.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
31b
2015
2018
2021
2024
2025
2027
2030
Revenue €31.0b
Earnings €1.8b
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