Vallourec Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Vallourec wird ein jährliches Gewinn- und Umsatzwachstum von 14.5% bzw. 6.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 12.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 21% betragen.
Wichtige Informationen
14.5%
Wachstumsrate der Gewinne
12.35%
EPS-Wachstumsrate
| Energy Services Gewinnwachstum | 8.1% |
| Wachstumsrate der Einnahmen | 6.1% |
| Zukünftige Eigenkapitalrendite | 20.95% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 26 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Apr 28
VK: Updated Assumptions And Energy Contracts Will Support A Balanced Outlook
Analysts have raised the price target on Vallourec from €22.18 to €24.59, supported by recent Street research, including an increase in the published target from €19.50 to €20 and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the higher target of €24.59 versus the previously published €20 anchor as consistent with updated inputs on discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation range.Narrativ-Update • Apr 11
VK: Incremental Discount Rate Shift And Energy Contracts Will Support Balanced Outlook
Analysts have slightly raised their price expectations for Vallourec, with the average target moving from about €21.82 to €22.18. This change is supported in part by recent Street research that nudged one published target from €19.50 to €20, along with modest adjustments to discount rate, growth and P/E assumptions.Narrativ-Update • Mar 27
VK: Modest Price Hike And Energy Transition Contracts Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.00 from €19.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation framework. Analyst Commentary Recent research points to only a modest uplift in fair value, with the price target moving to €20.00 from €19.50 and the rating held at Equal Weight.
Neues Narrativ • Mar 17
Heavy Shareholder Payouts And Geothermal Uncertainty Will Restrain Future Earnings Power
Catalysts About Vallourec Vallourec produces premium tubular solutions for energy and industrial applications, including OCTG, line pipe, mining and advanced geothermal products. What are the underlying business or industry changes driving this perspective?
Neues Narrativ • Mar 02
Geothermal And Premium Tubular Demand Will Support A Stronger Long Term Outlook
Catalysts About Vallourec Vallourec supplies premium tubular solutions and related services for energy and industrial applications worldwide. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Feb 23
VK: Energy Transition Partnerships And New CFO Appointment Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.17 per share. The update mainly reflects adjusted inputs for discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value estimate steady at €20.17.Narrativ-Update • Feb 07
VK: Energy Projects And New Capacity Investments Will Support Balanced Outlook
Analysts have nudged their price target on Vallourec slightly higher to €20.17 from €19.97, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Vallourec and XGS Energy agreed a supply chain partnership for tubular products for a three gigawatt pipeline of geothermal projects across the western United States, including a 150 MW project with Meta in New Mexico that is planned to supply power to PNM's grid.Analyseartikel • Feb 06
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued
Key Insights The projected fair value for Vallourec is €32.50 based on 2 Stage Free Cash Flow to Equity Vallourec's...Narrativ-Update • Jan 23
VK: Offshore Contracts And Energy Projects Will Support Balanced Future Outlook
Narrative Update on Vallourec Analysts have trimmed their fair value estimate for Vallourec slightly to €19.97 from about €20.22, reflecting updated assumptions for revenue growth, profit margin and future P/E, while keeping the discount rate broadly unchanged. What's in the News Secured a large OCTG supply and services contract with Shell for the Orca offshore project, covering 10 planned wells and an estimated 12,000 to 15,000 tons of pipes plus onshore and offshore support services (Client announcement).Narrativ-Update • Jan 08
VK: Offshore And Energy Contracts Will Drive Future Earnings Upside
Analysts have trimmed their price target on Vallourec by a modest amount to €20.22 from €20.30. This reflects updated assumptions for slightly different revenue growth, profit margin, discount rate and future P/E inputs in their models.Analyseartikel • Dec 30
Does Vallourec (EPA:VK) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrativ-Update • Dec 15
VK: Offshore Contracts Will Drive Future Earnings Upside
Analysts have slightly raised their price target on Vallourec to €20.30 from €20.00, citing modestly higher long term earnings multiples that offset a marginally softer outlook for revenue growth and profit margins. What's in the News Commits at least €39 million, potentially up to €48 million, to expand its Youngstown, Ohio facility with a new VAM high torque threading line, adding 40 full time jobs and boosting North American energy supply chain capacity (company announcement) Awarded a second major contract by TotalEnergies to supply more than 30,000 tons of premium tubular solutions, including anti corrosion coated line pipe, for the AGUP2 phase of the Gas Growth Integrated Project in Iraq (company announcement) Secures an integrated contract with TechnipFMC and Shell Brasil to supply over 20,000 tons of subsea seamless premium carbon steel line pipes and coating services for the Orca deepwater project in the Santos Basin, Brazil (company announcement) Announces 2025 production guidance of around 6.2 million tonnes, indicating continued high utilization across key energy and industrial end markets (company guidance) Names Nathalie Delbreuve as Group Chief Financial Officer effective December 1, 2025, succeeding Sascha Bibert after a transition period (executive announcement) Valuation Changes Fair Value: unchanged at €20.30 per share, indicating a stable overall valuation despite underlying estimate shifts.Analyseartikel • Dec 02
There Is A Reason Vallourec S.A.'s (EPA:VK) Price Is Undemanding
Vallourec S.A.'s ( EPA:VK ) price-to-earnings (or "P/E") ratio of 9x might make it look like a buy right now compared...Narrativ-Update • Nov 28
VK: Offshore Contracts And US Expansion Will Drive Earnings Momentum
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.Narrativ-Update • Nov 14
VK: Major Offshore Contract Awards Will Drive Strong Performance Ahead
Analysts have slightly lowered their price target for Vallourec from €20.33 to €20.11. They cite marginal adjustments to discount rates, revenue growth projections, and improved profit margins in their updated models.Narrativ-Update • Oct 30
VK: Major Petrobras Contract Will Drive Multi-Year Offshore Upside
Analysts have modestly increased their price target for Vallourec to €20.33, citing minor adjustments in discount rate assumptions. Core growth and margin forecasts remain steady.Analyseartikel • Oct 28
Vallourec (EPA:VK) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Narrativ-Update • Oct 16
Brazil Cost Reductions And US Tariffs Will Secure Future Upside
Analysts have slightly reduced their price target for Vallourec from €21.04 to €20.33, citing a modestly improved revenue growth outlook but a small decrease in anticipated profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets for Vallourec, reflecting modest confidence in the company’s near-term trajectory.Analyseartikel • Sep 09
Here's Why Vallourec (EPA:VK) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Aug 25
Investors Aren't Entirely Convinced By Vallourec S.A.'s (EPA:VK) Earnings
With a price-to-earnings (or "P/E") ratio of 10.5x Vallourec S.A. ( EPA:VK ) may be sending bullish signals at the...Analyseartikel • Aug 04
Weak Statutory Earnings May Not Tell The Whole Story For Vallourec (EPA:VK)
A lackluster earnings announcement from Vallourec S.A. ( EPA:VK ) last week didn't sink the stock price. We think that...Analyseartikel • Jul 25
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued
Key Insights The projected fair value for Vallourec is €29.01 based on 2 Stage Free Cash Flow to Equity Vallourec's...
Neues Narrativ • Dec 18
The Company'S Thermotite Do Brasil Acquisition And Zero Net Debt Goal Will Boost Earnings And Margins
Strategic acquisitions and operational optimizations in Brazil enhance Vallourec’s offshore market position, potentially boosting future revenue and profitability.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 5,200 | 693 | 650 | 872 | 8 |
| 12/31/2027 | 4,999 | 646 | 545 | 773 | 10 |
| 12/31/2026 | 4,510 | 487 | 405 | 567 | 9 |
| 3/31/2026 | 4,324 | 407 | 466 | 674 | N/A |
| 12/31/2025 | 4,475 | 417 | 451 | 658 | N/A |
| 9/30/2025 | 4,497 | 496 | N/A | N/A | N/A |
| 6/30/2025 | 4,492 | 426 | 442 | 635 | N/A |
| 3/31/2025 | 4,365 | 469 | 358 | 532 | N/A |
| 12/31/2024 | 4,179 | 468 | 332 | 505 | N/A |
| 9/30/2024 | 4,726 | 439 | 341 | 523 | N/A |
| 6/30/2024 | 4,813 | 425 | 358 | 549 | N/A |
| 3/31/2024 | 5,143 | 480 | 495 | 727 | N/A |
| 12/31/2023 | 5,646 | 547 | 532 | 767 | N/A |
| 9/30/2023 | 5,686 | 495 | 787 | 1,049 | N/A |
| 6/30/2023 | 6,022 | 435 | 487 | 761 | N/A |
| 3/31/2023 | 5,754 | -190 | N/A | N/A | N/A |
| 12/31/2022 | 5,228 | -392 | -231 | -27 | N/A |
| 9/30/2022 | 4,317 | -348 | -456 | -293 | N/A |
| 6/30/2022 | 4,147 | -386 | -510 | -363 | N/A |
| 3/31/2022 | 4,044 | 108 | -499 | -341 | N/A |
| 12/31/2021 | 3,917 | 45 | -323 | -166 | N/A |
| 9/30/2021 | 3,716 | -717 | -218 | -65 | N/A |
| 6/30/2021 | 3,665 | -808 | -59 | 96 | N/A |
| 3/31/2021 | 3,624 | -1,436 | 59 | 168 | N/A |
| 12/31/2020 | 3,961 | -1,473 | -136 | 33 | N/A |
| 9/30/2020 | 4,006 | -875 | -171 | 28 | N/A |
| 6/30/2020 | 4,225 | -829 | -174 | 34 | N/A |
| 3/31/2020 | 4,409 | -354 | -68 | 122 | N/A |
| 12/31/2019 | 4,681 | -379 | N/A | 133 | N/A |
| 9/30/2019 | 4,670 | -360 | N/A | 113 | N/A |
| 6/30/2019 | 4,760 | -413 | N/A | -105 | N/A |
| 3/31/2019 | 4,581 | -474 | N/A | -305 | N/A |
| 12/31/2018 | 4,492 | -576 | N/A | -418 | N/A |
| 9/30/2018 | 4,498 | -653 | N/A | -543 | N/A |
| 6/30/2018 | 4,528 | -688 | N/A | -453 | N/A |
| 3/31/2018 | 4,716 | -715 | N/A | -395 | N/A |
| 12/31/2017 | 4,499 | -644 | N/A | -326 | N/A |
| 9/30/2017 | 4,158 | -657 | N/A | -282 | N/A |
| 6/30/2017 | 3,709 | -681 | N/A | -273 | N/A |
| 3/31/2017 | 3,283 | -640 | N/A | -223 | N/A |
| 12/31/2016 | 3,121 | -798 | N/A | -231 | N/A |
| 9/30/2016 | 3,357 | -1,124 | N/A | -93 | N/A |
| 6/30/2016 | 3,517 | -1,116 | N/A | 75 | N/A |
| 3/31/2016 | 3,898 | -1,222 | N/A | 215 | N/A |
| 12/31/2015 | 4,131 | -939 | N/A | 438 | N/A |
| 9/30/2015 | 5,141 | -1,709 | N/A | 576 | N/A |
| 6/30/2015 | 5,656 | -1,496 | N/A | 644 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: VKDas prognostizierte Gewinnwachstum (14.5% pro Jahr) liegt über der Sparquote (2.5%).
Ertrag vs. Markt: VKDie Erträge des Unternehmens (14.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (12.6% pro Jahr).
Hohe Wachstumserträge: VKDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: VKDie Einnahmen des Unternehmens (6.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (5.7% pro Jahr).
Hohe Wachstumseinnahmen: VKDie Einnahmen des Unternehmens (6.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: VKDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (21%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/31 11:57 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Vallourec S.A. wird von 22 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Michael Pickup | Barclays |
| Alessandro Abate | Berenberg |
| Guillaume Delaby | Bernstein |