Analysts have raised Vallourec's fair value estimate slightly to €20.30 from €20.11, citing improved revenue growth expectations. This increase offsets minor adjustments to profitability and discount rates.
What's in the News
- Vallourec announced a major contract win with Petrobras to supply Oil Country Tubular Goods (OCTG) products and services for offshore operations from 2026 to 2029. The contract has potential revenue of up to USD 1 billion (Key Developments).
- The company secured a contract with TechnipFMC to supply over 20,000 tons of subsea line pipes for Shell Brasil's Orca project in the Santos Basin, Brazil (Key Developments).
- Vallourec will invest up to $48 million to expand its Youngstown, Ohio facility, which will create 40 new full-time jobs and boost capacity for VAM® high-torque connections (Key Developments).
- Chief Financial Officer Sascha Bibert will leave Vallourec in December. A successor has already been identified and is set to join the Executive Committee (Key Developments).
- Vallourec will participate in the ADIPEC 2025 energy industry event in Abu Dhabi, where it will highlight VAM® connection innovations and technologies supporting the energy transition (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly and is now at €20.30 compared to the previous €20.11.
- Discount Rate has increased marginally, moving from 6.69% to 6.72%.
- Revenue Growth expectations have improved, climbing from 4.95% to 6.03%.
- Net Profit Margin has decreased modestly, shifting from 13.41% down to 12.86%.
- Future Price-to-Earnings (P/E) ratio has fallen and is now at 9.83x compared to the previous 10.95x.
Have other thoughts on Vallourec?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.