Valeo Crescita futura
Criteri Future verificati 3/6
Valeo prevede che gli utili e i ricavi cresceranno rispettivamente di 32.7% e 1.8% all'anno. Si prevede che l'EPS crescerà di 32.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.8% in 3 anni.
Informazioni chiave
32.7%
Tasso di crescita degli utili
32.31%
Tasso di crescita dell'EPS
| Auto Components crescita degli utili | 21.6% |
| Tasso di crescita dei ricavi | 1.8% |
| Rendimento futuro del capitale proprio | 12.84% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 30 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • May 03
FR: Higher Earnings Quality And AI Partnerships Will Support Re Rated Profile
Analysts have lifted their price target on Valeo to €14 from €11, citing modest adjustments to fair value, revenue growth, profit margin assumptions, and future P/E expectations as reasons to stay constructive on the shares. Analyst Commentary Bullish analysts lifting the price target to €14 are signalling stronger conviction that Valeo's current share price does not fully reflect their updated view on fair value, especially after revisiting revenue, margin, and P/E assumptions.
Aggiornamento della narrazione • Apr 19
FR: Higher P E Framework And Edge Computing Expansion Will Shape Future Performance
Analysts have raised their price target on Valeo to €14 from €11. The updated fair value, margin, and P/E assumptions in the model reflect a more constructive view on the shares.Articolo di analisi • Apr 07
We Think Valeo's (EPA:FR) Solid Earnings Are Understated
Shareholders appeared to be happy with Valeo SE's ( EPA:FR ) solid earnings report last week. According to our analysis...Aggiornamento della narrazione • Apr 05
FR: Higher P E Expectations And Edge Computing Ventures Will Shape Future Performance
The analyst price target for Valeo has moved higher, with recent Street estimates clustering in the €13.50 to €14 range, as analysts factor in updated revenue growth assumptions and P/E expectations while keeping margin expectations broadly similar. Analyst Commentary Recent research points to a tighter cluster of price targets around €13.50 to €14, which lines up with the latest adjustments from several large banks.Aggiornamento della narrazione • Mar 22
FR: Higher Fair Value Assumptions Will Support Re Rated Earnings Profile
The analyst price target for Valeo is updated to €13.50 from €11, reflecting analysts' use of slightly higher fair value and P/E assumptions, along with recent target increases across several research houses. Analyst Commentary Recent Street research on Valeo points to a more constructive tone, with several bullish analysts lifting their price targets in close succession.
Aggiornamento della narrazione • Mar 07
FR: Future Returns Will Likely Hinge On Executing 2026 Margin Guidance
Analysts have nudged our fair value for Valeo up from €9.0 to €10.0 per share, reflecting recent price target increases to around €13 to €14 and updated views on revenue growth, profit margins, and the appropriate future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Valeo, with several houses now anchoring their fair value views in the €13 to €14 range.Aggiornamento della narrazione • Feb 21
FR: Divisional Mix And Edge Computing Ventures Will Shape Future Performance
Analysts have raised their price target for Valeo to about €12.34 from €11.93, citing recent target increases from major banks along with slightly different assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research updates point to a slightly higher fair value range for Valeo shares, with revised targets around €12.34 and one bullish call at €13.50.Aggiornamento della narrazione • Feb 07
FR: Future Returns Will Likely Be Capped By Execution Risk After Renault Exit
Narrative Update: Valeo Analyst Target Move Analysts have lifted their blended price target on Valeo by about €1, reflecting updated views on slightly higher revenue growth, modestly improved profit margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has focused on recalibrating Valeo’s potential upside rather than making sweeping calls on the business.Aggiornamento della narrazione • Jan 24
FR: Future Returns Will Likely Be Constrained By Divisional Mix And Lost Renault Project
Narrative Update The analyst price target for Valeo has been raised by €1, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower future P/E as cited by recent Street research from multiple firms. Analyst Commentary Recent Street research on Valeo points to a mixed tone.Articolo di analisi • Jan 15
When Should You Buy Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it received a lot of attention from a substantial price...Aggiornamento della narrazione • Jan 09
FR: Future Returns Will Likely Be Limited By Divisional Mix And Project Setbacks
Analysts have raised their price expectations for Valeo, with recent Street research increasing targets to €13.50 and €10.35. These revisions are based on updated assumptions for stronger revenue growth, higher profit margins and a lower future P/E of 5.20 compared with 7.14 previously.Articolo di analisi • Dec 31
Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Aggiornamento della narrazione • Dec 26
FR: Strong Q3 Delivery Will Support Improving Margins Despite EV Contract Loss
Analysts have nudged their price targets on Valeo modestly higher, with recent revisions such as EUR 10.35 from EUR 8.80 and EUR 10.50 from EUR 10, supporting a slightly increased fair value estimate despite lingering concerns over divisional mix and margin pressure. Analyst Commentary Bullish analysts are cautiously turning more constructive on Valeo, highlighting improving fundamentals and a narrowing gap between the current share price and their reassessed fair value estimates.Aggiornamento della narrazione • Dec 12
FR: Future Returns Will Likely Be Capped By Divisional Mix Risks
Analysts have nudged their price target on Valeo higher to EUR 9.00 from EUR 8.80, reflecting stronger Q3 execution and improved confidence in the company despite ongoing divisional mix risks. Analyst Commentary Bearish analysts acknowledge that recent price target increases reflect operational progress in Q3, but emphasize that the upgrades remain measured relative to the current share price and sector peers.Aggiornamento della narrazione • Nov 28
FR: Divisional Mix Dynamics Will Shape Future Performance Amid Industry Shifts
Analysts have modestly increased their price target for Valeo, raising it from €11.85 to €11.93. This adjustment is based on recent improvements in quarterly performance and updated evaluations of future profitability and revenue growth.Aggiornamento della narrazione • Nov 14
FR: Revenue Outlook Will Improve Amid Divisional Risk And Industry Changes
Analysts have increased their price target for Valeo from €8.80 to €10.50, citing strong quarterly results and an improved revenue growth outlook, even though there are ongoing risks within the company's divisional mix. Analyst Commentary Analyst reactions to Valeo's latest results highlight both optimism regarding the company’s near-term prospects as well as continued caution regarding underlying business challenges.Articolo di analisi • Nov 13
Earnings Tell The Story For Valeo SE (EPA:FR) As Its Stock Soars 26%
The Valeo SE ( EPA:FR ) share price has done very well over the last month, posting an excellent gain of 26%. Looking...Aggiornamento della narrazione • Oct 31
FR: Momentum From Q3 Results Will Face Ongoing Execution Risks Ahead
Analysts have modestly increased their fair value estimate for Valeo from EUR 11.54 to EUR 11.79. This change is attributed to recent price target upgrades and ongoing assessment of divisional performance and growth prospects.Articolo di analisi • Oct 02
Is Now The Time To Look At Buying Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it received a lot of attention from a substantial price...Articolo di analisi • Sep 04
Valeo (EPA:FR) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Articolo di analisi • Aug 17
Why We're Not Concerned About Valeo SE's (EPA:FR) Share Price
ENXTPA:FR 1 Year Share Price vs Fair Value Explore Valeo's Fair Values from the Community and select yours With a...Articolo di analisi • Jul 28
Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts
Last week, you might have seen that Valeo SE ( EPA:FR ) released its half-yearly result to the market. The early...Articolo di analisi • May 16
Here's Why It's Unlikely That Valeo SE's (EPA:FR) CEO Will See A Pay Rise This Year
Key Insights Valeo will host its Annual General Meeting on 22nd of May CEO Christophe Perillat-Piratoine's total...Articolo di analisi • May 10
Investors Still Aren't Entirely Convinced By Valeo SE's (EPA:FR) Earnings Despite 32% Price Jump
Valeo SE ( EPA:FR ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last month...Articolo di analisi • May 08
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Articolo di analisi • Apr 24
Valeo's (EPA:FR) Upcoming Dividend Will Be Larger Than Last Year's
Valeo SE ( EPA:FR ) will increase its dividend from last year's comparable payment on the 28th of May to €0.42. This...Articolo di analisi • Apr 21
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Nuova narrazione • Apr 06
Electrification And ADAS Will Unlock Future Opportunities In 2025
Valeo's focus on electrification, ADAS, and smart lighting enhances its market position, driving future revenue growth.Articolo di analisi • Apr 03
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Articolo di analisi • Mar 07
Some Investors May Be Willing To Look Past Valeo's (EPA:FR) Soft Earnings
Investors were disappointed with the weak earnings posted by Valeo SE ( EPA:FR ). Despite the soft profit numbers, our...Articolo di analisi • Mar 01
Many Still Looking Away From Valeo SE (EPA:FR)
It's not a stretch to say that Valeo SE's ( EPA:FR ) price-to-earnings (or "P/E") ratio of 15x right now seems quite...Articolo di analisi • Feb 10
Returns At Valeo (EPA:FR) Appear To Be Weighed Down
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Articolo di analisi • Jan 15
Is Valeo SE (EPA:FR) Potentially Undervalued?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it saw a significant share price rise of 30% in the past...Articolo di analisi • Dec 09
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Nov 08
Valeo SE (EPA:FR) Shares Could Be 29% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Valeo is €13.04 based on 2 Stage Free Cash Flow to Equity Valeo is estimated...Articolo di analisi • Oct 23
Valeo (EPA:FR) Has More To Do To Multiply In Value Going Forward
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Articolo di analisi • Oct 08
Valeo SE (EPA:FR) Might Not Be As Mispriced As It Looks
With a price-to-earnings (or "P/E") ratio of 10.1x Valeo SE ( EPA:FR ) may be sending bullish signals at the moment...Articolo di analisi • Sep 23
When Should You Buy Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it saw a decent share price growth of 10% on the ENXTPA over...Articolo di analisi • Sep 07
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jul 28
Valeo SE Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next
Investors in Valeo SE ( EPA:FR ) had a good week, as its shares rose 9.7% to close at €10.35 following the release of...Articolo di analisi • Jul 24
Investors Could Be Concerned With Valeo's (EPA:FR) Returns On Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Articolo di analisi • Jul 02
Investors Holding Back On Valeo SE (EPA:FR)
With a price-to-earnings (or "P/E") ratio of 11.1x Valeo SE ( EPA:FR ) may be sending bullish signals at the moment...Articolo di analisi • May 21
Valeo's (EPA:FR) Shareholders Will Receive A Bigger Dividend Than Last Year
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Articolo di analisi • Apr 28
Valeo (EPA:FR) Is Increasing Its Dividend To €0.40
The board of Valeo SE ( EPA:FR ) has announced that it will be paying its dividend of €0.40 on the 30th of May, an...Articolo di analisi • Apr 11
Is Valeo SE (EPA:FR) Potentially Undervalued?
While Valeo SE ( EPA:FR ) might not have the largest market cap around , it led the ENXTPA gainers with a relatively...Articolo di analisi • Mar 25
Valeo (EPA:FR) Will Be Hoping To Turn Its Returns On Capital Around
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Articolo di analisi • Mar 02
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 23
Investors Aren't Entirely Convinced By Valeo SE's (EPA:FR) Revenues
With a median price-to-sales (or "P/S") ratio of close to 0.2x in the Auto Components industry in France, you could be...Articolo di analisi • Dec 06
Returns On Capital At Valeo (EPA:FR) Paint A Concerning Picture
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 21,958 | 569 | 512 | 2,541 | 12 |
| 12/31/2027 | 21,100 | 430 | 444 | 2,437 | 14 |
| 12/31/2026 | 20,418 | 302 | 395 | 2,366 | 14 |
| 12/31/2025 | 20,903 | 200 | 528 | 2,289 | N/A |
| 9/30/2025 | 20,969 | 163 | 545 | 2,399 | N/A |
| 6/30/2025 | 21,035 | 125 | 561 | 2,508 | N/A |
| 3/31/2025 | 21,264 | 144 | 512 | 2,598 | N/A |
| 12/31/2024 | 21,492 | 162 | 463 | 2,687 | N/A |
| 9/30/2024 | 21,721 | 203 | 573 | 2,814 | N/A |
| 6/30/2024 | 21,949 | 243 | 683 | 2,940 | N/A |
| 3/31/2024 | 21,997 | 232 | 572 | 2,701 | N/A |
| 12/31/2023 | 22,044 | 221 | 461 | 2,462 | N/A |
| 9/30/2023 | 21,937 | 309 | 273 | 2,158 | N/A |
| 6/30/2023 | 21,830 | 397 | 85 | 1,853 | N/A |
| 3/31/2023 | 20,934 | 314 | 252 | 1,881 | N/A |
| 12/31/2022 | 20,037 | 230 | 419 | 1,908 | N/A |
| 9/30/2022 | 18,862 | 134 | 390 | 1,800 | N/A |
| 6/30/2022 | 17,687 | 37 | 361 | 1,692 | N/A |
| 3/31/2022 | 17,475 | 106 | 319 | 1,660 | N/A |
| 12/31/2021 | 17,262 | 175 | 277 | 1,627 | N/A |
| 9/30/2021 | 17,817 | 196 | N/A | N/A | N/A |
| 6/30/2021 | 18,372 | 216 | 1,486 | 2,878 | N/A |
| 3/31/2021 | 17,404 | -436 | 924 | 2,359 | N/A |
| 12/31/2020 | 16,436 | -1,089 | 361 | 1,839 | N/A |
| 9/30/2020 | 16,598 | -1,076 | N/A | N/A | N/A |
| 6/30/2020 | 16,759 | -1,064 | -755 | 953 | N/A |
| 3/31/2020 | 18,118 | -375 | -128 | 1,709 | N/A |
| 12/31/2019 | 19,477 | 313 | 498 | 2,464 | N/A |
| 9/30/2019 | 19,257 | 284 | N/A | 2,450 | N/A |
| 6/30/2019 | 19,037 | 255 | N/A | 2,436 | N/A |
| 3/31/2019 | 19,081 | 401 | N/A | 2,303 | N/A |
| 12/31/2018 | 19,124 | 546 | N/A | 2,170 | N/A |
| 9/30/2018 | 19,019 | 686 | N/A | 2,131 | N/A |
| 6/30/2018 | 18,914 | 826 | N/A | 2,091 | N/A |
| 3/31/2018 | 18,699 | 852 | N/A | 2,065 | N/A |
| 12/31/2017 | 18,484 | 877 | N/A | 2,039 | N/A |
| 9/30/2017 | 18,153 | 942 | N/A | 1,979 | N/A |
| 6/30/2017 | 17,822 | 1,007 | N/A | 1,918 | N/A |
| 3/31/2017 | 17,171 | 966 | N/A | 1,904 | N/A |
| 12/31/2016 | 16,519 | 925 | N/A | 1,890 | N/A |
| 9/30/2016 | 15,948 | 866 | N/A | 1,826 | N/A |
| 6/30/2016 | 15,376 | 807 | N/A | 1,761 | N/A |
| 3/31/2016 | 14,960 | 768 | N/A | 1,734 | N/A |
| 12/31/2015 | 14,544 | 729 | N/A | 1,706 | N/A |
| 9/30/2015 | 14,110 | 690 | N/A | 1,634 | N/A |
| 6/30/2015 | 13,676 | 650 | N/A | 1,561 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di FR ( 32.7% all'anno) è superiore al tasso di risparmio ( 2.5% ).
Guadagni vs Mercato: Si prevede che gli utili di FR ( 32.7% all'anno) cresceranno più rapidamente del mercato French ( 12.4% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di FR cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di FR ( 1.8% all'anno) crescerà più lentamente rispetto al mercato French ( 5.6% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di FR ( 1.8% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di FR sarà basso tra 3 anni ( 12.8 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 19:38 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Valeo SE è coperta da 31 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Erwann Dagorne | Barclays |
| Michael Tyndall | Barclays |
| Romain Gourvil | Berenberg |