Vallourec S.A.

Report azionario ENXTPA:VK

Capitalizzazione di mercato: €5.4b

Vallourec Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Vallourec non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

2.0%

Rendimento del riacquisto

Rendimento totale per gli azionisti2.0%
Rendimento futuro dei dividendi8.0%
Crescita dei dividendi-26.8%
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione96%

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Articolo di analisi 15h

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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di VK siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di VK siano aumentati.


Rendimento dei dividendi rispetto al mercato

Vallourec Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di VK rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (VK)n/a
Fondo del 25% del mercato (FR)1.9%
Top 25% del mercato (FR)5.3%
Media del settore (Energy Services)4.4%
Analista previsionale (VK) (fino a 3 anni)8.0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di VK rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di VK rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: VK non sta pagando un dividendo degno di nota per il mercato French.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché VK non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/18 06:36
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

Vallourec S.A. è coperta da 22 analisti. 10 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.

AnalistaIstituzione
Michael PickupBarclays
Alessandro AbateBerenberg
Guillaume DelabyBernstein