Vallourec Management
Management Kriterienprüfungen 4/4
Vallourec CEO ist Philippe Guillemot , ernannt in Mar 2022, hat eine Amtszeit von 4.33 Jahren. Die jährliche Gesamtvergütung beträgt $2.55M , bestehend aus 46.1% Gehalt und 53.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.16% der Aktien des Unternehmens, im Wert von €57.77M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 4.7 Jahre.
Wichtige Informationen
Philippe Guillemot
Geschäftsführender
US$2.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 46.14% |
| Amtszeit als Geschäftsführer | 4.3yrs |
| Eigentum des Geschäftsführers | 1.2% |
| Durchschnittliche Amtszeit des Managements | 3.2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.7yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Jul 15
VK: Future Contracts And Capital Returns Will Support Repriced Upside Potential
The updated analyst price target for Vallourec moves from €26.00 to €31.50, reflecting adjustments to revenue growth assumptions, the discount rate, and forecast P/E that analysts link to recent shifts in their broader valuation work on the stock. Analyst Commentary Recent research on Vallourec highlights a mix of caution and optimism, with the latest valuation work feeding directly into the revised €31.50 price target.
Narrative-Update • Jul 01
VK: Geothermal Push And New Contracts Will Support Balanced Medium-Term Outlook
Analysts have lifted their price target on Vallourec by about €4 to around €20, citing updated assumptions for higher revenue growth, improved profit margins and a lower expected future P/E multiple. What’s in the News for Vallourec Vallourec is highlighting geothermal energy as a key part of its New Energies portfolio, targeting a contribution of 10% to 15% of group EBITDA from these activities by 2030, supported by technical development and partnerships in next generation geothermal projects.Analyseartikel • Jun 18
Vallourec (ENXTPA:VK) Stock Could Be 19.1% Undervalued After India Partnership and Geothermal Push
Vallourec (ENXTPA:VK) is back in focus after signing a Memorandum of Understanding with Ultra Corpotech Pvt Ltd, combining its premium tubular expertise with local production for Oilfield Services customers in India. See our latest analysis for Vallourec. Despite the recent MoU and geothermal focus, Vallourec’s share price has come under short term pressure, with the 1 day, 7 day and 30 day share price returns all declining. At the same time, the 90 day share price return of 10.52% and 1 year...
Narrative-Update • Jun 17
VK: Geothermal And Carbon Capture Pipeline Will Drive Future Share Price Upside
Analysts have nudged their fair value estimate for Vallourec slightly lower to €27.39 from €27.48, while also factoring in updated assumptions on growth, profitability and valuation multiples that align with the recent €4 increase in the consensus price target reported in Street research. What’s in the News for Vallourec Vallourec is hosting a Geothermal Deep Dive presentation, highlighting geothermal energy as a key part of its New Energies portfolio and outlining commercial and market momentum across conventional and next generation geothermal applications.Narrative-Update • Jun 01
VK: Carbon Capture Agreements And Share Repurchases Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Vallourec from €24.59 to €27.48, citing recent price target increases and ongoing support for the stock from updated research. Analyst Commentary Bullish Takeaways Bullish analysts have taken the step of raising their price targets, which supports a higher fair value range for the stock based on recent research work.Narrative-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.Narrative-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.Narrative-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 Narrative • 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 Narrative • 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?Narrative-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.Narrative-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...Narrative-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).Narrative-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...Narrative-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...Narrative-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.Narrative-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.Narrative-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...Narrative-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...
Neues Narrative • 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.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$407m |
| Dec 31 2025 | US$3m | US$1m | US$417m |
| Sep 30 2025 | n/a | n/a | US$496m |
| Jun 30 2025 | n/a | n/a | US$426m |
| Mar 31 2025 | n/a | n/a | US$469m |
| Dec 31 2024 | US$2m | US$1m | US$468m |
| Sep 30 2024 | n/a | n/a | US$439m |
| Jun 30 2024 | n/a | n/a | US$425m |
| Mar 31 2024 | n/a | n/a | US$480m |
| Dec 31 2023 | US$14m | US$1m | US$547m |
| Sep 30 2023 | n/a | n/a | US$495m |
| Jun 30 2023 | n/a | n/a | US$435m |
| Mar 31 2023 | n/a | n/a | -US$190m |
| Dec 31 2022 | US$16m | US$838k | -US$392m |
Vergütung im Vergleich zum Markt: PhilippeDie Gesamtvergütung ($USD2.55M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt French ($USD2.91M).
Entschädigung vs. Einkommen: PhilippeDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Philippe Guillemot (67 yo)
4.3yrs
Amtszeit
US$2,546,116
Vergütung
Mr. Philippe Guillemot serves as Group Chairman at Vallourec S.A. since April 2023 served as its Chairman since March 20, 2022 until April 2023 and serves as its Chief Executive Officer since March 20, 202...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Group Chairman & CEO | 4.3yrs | US$2.55m | 1.16% € 57.8m | |
| Group Chief Financial Officer | less than a year | keine Daten | keine Daten | |
| Chief Operating Officer | 1.7yrs | keine Daten | keine Daten | |
| Chief Digital & Information Officer | 3.2yrs | keine Daten | keine Daten | |
| Director of Investor Relations | no data | keine Daten | keine Daten | |
| Group General Counsel | 3.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Communication & Public Affairs | 2.4yrs | keine Daten | keine Daten | |
| Group Chief Human Resources Officer | 4yrs | keine Daten | keine Daten | |
| Group Head of the Process & Engineering Department | no data | keine Daten | keine Daten | |
| Senior Vice President of Strategy & Development | 4.1yrs | keine Daten | keine Daten | |
| Senior Vice President of North America | 3.3yrs | keine Daten | keine Daten | |
| Senior VP of Business Line New Energies | 2.8yrs | keine Daten | keine Daten |
3.2yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter
Erfahrenes Management: VKDas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Group Chairman & CEO | 4.3yrs | US$2.55m | 1.16% € 57.8m | |
| Observer | 1.9yrs | keine Daten | keine Daten | |
| Honorary Chairman | 13.2yrs | keine Daten | keine Daten | |
| Honorary Chairman | 26.1yrs | keine Daten | keine Daten | |
| Member of Supervisory Board | 15.5yrs | US$5.69k | keine Daten | |
| Independent Director | 2.7yrs | US$130.40k | 0.00087% € 43.2k | |
| Director | less than a year | keine Daten | keine Daten | |
| Lead Independent Director | 5yrs | US$225.86k | 0.0060% € 298.9k | |
| Independent Director | 5yrs | US$166.24k | 0.00022% € 10.9k | |
| Independent Director | 2.2yrs | US$101.62k | 0.00044% € 21.8k | |
| Independent Director | 5.5yrs | US$114.54k | 0.00072% € 35.7k | |
| Representative Director | 1.6yrs | US$90.46k | 0% € 0 |
4.7yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrener Vorstand: VKDie Vorstandsmitglieder gelten als erfahren (4.7 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/27 23:52 |
| Aktienkurs zum Tagesende | 2026/07/27 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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 23 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 |