Vusion S.A.

Report azionario ENXTPA:VU

Capitalizzazione di mercato: €2.2b

Vusion Salute del bilancio

Criteri Salute finanziaria verificati 6/6

Vusion ha un patrimonio netto totale di €442.6M e un debito totale di €41.8M, che porta il suo rapporto debito/patrimonio netto a 9.4%. Le sue attività totali e le sue passività totali sono rispettivamente €1.6B e €1.1B. L'EBIT di Vusion è €109.1M rendendo il suo rapporto di copertura degli interessi 13.1. Ha liquidità e investimenti a breve termine pari a €480.7M.

Informazioni chiave

9.44%

Rapporto debito/patrimonio netto

€41.80m

Debito

Indice di copertura degli interessi13.1x
Contanti€480.74m
Patrimonio netto€442.63m
Totale passività€1.11b
Totale attività€1.56b

Aggiornamenti recenti sulla salute finanziaria

Recent updates

Aggiornamento della narrazione May 16

VU: Store Digitization Rollout Will Support Future Upside As Discount Assumptions Tighten

Narrative Update on Vusion Analysts have reduced their average price target for Vusion by €2 to €250, citing refreshed models that slightly adjust the discount rate and forward P/E assumptions while leaving fair value estimates broadly unchanged. Analyst Commentary Recent commentary suggests that the modest trim in the target to €250 is more about fine tuning assumptions than a change in the core view on Vusion, with fair value seen as broadly consistent with earlier work.
Aggiornamento della narrazione May 01

VU: Store Digitization Rollout Will Support Future Upside Despite Refined Expectations

Analysts have trimmed the Vusion price target from about €260 to roughly €213, reflecting updated views on revenue growth, margins and a slightly higher future P/E, in line with recent Street research that modestly lowered targets around €250. Analyst Commentary Recent research updates point to only a small adjustment in VusionGroup's price targets, suggesting analysts are refining their views rather than making wholesale changes to the investment case.
Nuova narrazione Apr 30

Store Digitization Risks Will Persist Yet Service Adoption Will Eventually Reward Patience

Catalysts About Vusion Vusion provides electronic shelf labels, cloud software, data and computer vision solutions that digitize and automate physical retail stores. What are the underlying business or industry changes driving this perspective?
Nuova narrazione Feb 27

Store Digitization And Higher Margin Services Will Transform Long Term Earnings Potential

Catalysts About Vusion VusionGroup provides electronic shelf labels and value added software and data solutions that help retailers digitize and automate physical stores. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Feb 22

VU: Store Digitization Deals Will Support Future Upside Despite Rating Downgrades

Analysts trimmed their price target on Vusion by €18 to reflect recent rating changes, including a move to Neutral and a lower target from €228 to €210, while keeping their underlying growth and margin assumptions broadly similar. Analyst Commentary Recent research updates point to a more cautious stance on Vusion, with the rating moved to Neutral and the price target now set at €210.
Aggiornamento della narrazione Feb 06

VU: Store Digitization Rollouts Will Support Future Upside Despite Softer Sentiment

Analysts have trimmed their price targets on Vusion slightly, with recent Street research including a cut of €18 and a move to a target of €210, which helps to explain the modest adjustment in the updated fair value framework. Analyst Commentary Recent Street research on Vusion points to a more balanced stance, with some analysts stepping back from earlier enthusiasm while still assigning a triple digit price target.
Aggiornamento della narrazione Jan 23

VU: Major Store Digitization Rollouts Will Support Future Share Upside

Analysts have reduced their price target on Vusion from €283.88 to €259.75. This reflects updated assumptions for slower revenue growth, slightly lower profit margins, a marginally higher discount rate, and a higher forward P/E multiple based on recent research updates.
Articolo di analisi Jan 16

With A 27% Price Drop For Vusion S.A. (EPA:VU) You'll Still Get What You Pay For

Unfortunately for some shareholders, the Vusion S.A. ( EPA:VU ) share price has dived 27% in the last thirty days...
Aggiornamento della narrazione Jan 08

VU: Major Retail Rollouts Will Support Future Share Upside Potential

Analysts have nudged their price target on VusionGroup higher to about €284 from roughly €282, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E, which together support a modestly higher fair value estimate. What's in the News VusionGroup announced a new deployment of its smart electronic shelf labels and VusionCloud platform across more than 200 OBI home improvement stores in Germany, integrating with OBI's existing Cisco Meraki wireless infrastructure without additional hardware to automate pricing and reduce manual in store tasks (Client announcement).
Articolo di analisi Dec 29

VusionGroup (EPA:VU) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento della narrazione Dec 24

VU: Big Retail Rollouts Will Drive Shares Higher Over Time

Analysts have marginally lifted their price target on VusionGroup, nudging it higher by a fraction of a percent to roughly €282 per share, citing fine tuned assumptions around the discount rate, long term revenue growth, profit margins, and future valuation multiples. What's in the News VusionGroup will deploy its advanced electronic shelf labels and VusionCloud platform across more than 200 OBI home improvement stores in Germany, fully leveraging OBI's existing Cisco Meraki wireless infrastructure to automate pricing and cut non sales tasks.
Aggiornamento della narrazione Dec 10

VU: Major Retail Rollouts And Long Term Contracts Will Drive Shares Higher

Analysts have modestly raised their price target on VusionGroup to $281.57 per share, citing slightly higher assumed discount rates as well as stable long term growth and profitability expectations that support a steady valuation outlook. What's in the News VusionGroup to deploy its smart electronic shelf labels and VusionCloud platform across more than 200 OBI DIY stores in Germany, fully integrating with existing Cisco Meraki infrastructure and requiring no additional hardware (Client Announcement) Strategic partnership with DM to roll out the EdgeSense digital shelf platform in a phased program covering about 70 stores, using IoT, data, computer vision, and AI to streamline operations and enhance customer experience (Strategic Alliance) Morrisons becomes the first major UK supermarket chain to deploy 10.8 million electronic shelf labels across all 497 supermarkets, with rollout starting in early 2026 and tied to a broader digital transformation program including shelf edge cameras and upgraded in store wi fi (Client Announcement) Asda extends VusionGroup electronic shelf labels and digital solutions to 250 of its largest Express convenience stores after a successful trial, deploying about 700,000 digital displays that automate pricing updates and improve on shelf information such as allergens and unit prices (Client Announcement) Following record first half results, VusionGroup raises 2025 revenue guidance to around €1.5 billion, implying roughly 50 percent growth, and targets more than 80 percent growth in value added services revenue while reiterating expectations for a record fourth quarter (Corporate Guidance) Valuation Changes Fair Value: unchanged at approximately €281.57 per share, reflecting stable long term assumptions.
Aggiornamento della narrazione Nov 26

VU: Major Retail Rollouts And Revenue Milestones Will Drive Shares Higher

Narrative Update: VusionGroup Analyst Price Target Adjustment Analysts have made a minor upward adjustment to their price target for VusionGroup, now valuing shares at $281.57. This reflects incremental improvements in the company’s financial assumptions.
Aggiornamento della narrazione Nov 07

VU: Revenue Milestones And Major Retail Partnerships Will Drive Future Performance

Narrative Update on VusionGroup: Analyst Price Target Adjustment Analysts have lowered their price target for VusionGroup to $281.57. They cite expectations for a higher discount rate and reduced profit margins, which together reflect a more cautious outlook on the company’s future growth and earnings potential.
Aggiornamento della narrazione Oct 24

Retail Digitalization Will Expand With Network Rollout Across UK Supermarkets In 2025

Narrative Update: Analyst Price Target Revision for VusionGroup Analysts have raised their price target for VusionGroup from $276 to approximately $281.57, citing improved profit margin and modestly higher revenue growth projections as key drivers for the upward revision. What's in the News Morrisons will deploy VusionGroup electronic shelf labels across all 497 UK supermarkets, installing 10.8 million smart labels to improve pricing accuracy, automate tasks, and enhance customer service (Client Announcements).
Articolo di analisi Oct 03

VusionGroup S.A. (EPA:VU) Looks Just Right With A 27% Price Jump

VusionGroup S.A. ( EPA:VU ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
Aggiornamento della narrazione Sep 24

EdgeSense And VusionCloud Will Expand IoT Retail Network In 2025

Despite a notable reduction in forecast revenue growth, a lower future P/E multiple has supported an increase in VusionGroup’s consensus price target from €256.93 to €276.00. What's in the News VusionGroup raised its 2025 annual revenue target to approximately €1.5 billion (from €1.4 billion), implying 50% growth.
Articolo di analisi Sep 18

Earnings Update: VusionGroup S.A. (EPA:VU) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders of VusionGroup S.A. ( EPA:VU ) will be pleased this week, given that the stock price is up 15% to €239...
Articolo di analisi Jun 27

VusionGroup S.A.'s (EPA:VU) 25% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, VusionGroup S.A. ( EPA:VU ) shares have been powering on, with a gain of 25% in the last...
Articolo di analisi Jun 11

Shareholders Will Most Likely Find VusionGroup S.A.'s (EPA:VU) CEO Compensation Acceptable

Key Insights VusionGroup to hold its Annual General Meeting on 17th of June CEO Thierry Gadou's total compensation...
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Nuova narrazione May 11

EdgeSense And VusionCloud Will Expand IoT Retail Network In 2025

Strategic R&D investments and key partnerships are positioning VusionGroup as a leader in retail IoT, with technology developments driving potential earnings growth.
Articolo di analisi Mar 01

VusionGroup S.A. (EPA:VU) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable

VusionGroup S.A. ( EPA:VU ) shares have continued their recent momentum with a 25% gain in the last month alone...
Articolo di analisi Jan 12

When Should You Buy VusionGroup S.A. (EPA:VU)?

While VusionGroup S.A. ( EPA:VU ) might not have the largest market cap around , it received a lot of attention from a...
Articolo di analisi Dec 24

After Leaping 30% VusionGroup S.A. (EPA:VU) Shares Are Not Flying Under The Radar

VusionGroup S.A. ( EPA:VU ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Articolo di analisi May 12

Statutory Profit Doesn't Reflect How Good VusionGroup's (EPA:VU) Earnings Are

Even though VusionGroup S.A.'s ( EPA:VU ) recent earnings release was robust, the market didn't seem to notice. Our...
Articolo di analisi May 08

Is VusionGroup (EPA:VU) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Apr 18

VusionGroup's (EPA:VU) Returns On Capital Are Heading Higher

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Feb 17

Investors Appear Satisfied With VusionGroup S.A.'s (EPA:VU) Prospects As Shares Rocket 27%

Despite an already strong run, VusionGroup S.A. ( EPA:VU ) shares have been powering on, with a gain of 27% in the last...
Articolo di analisi Feb 09

Should You Be Adding VusionGroup (EPA:VU) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Jan 25

Is There Now An Opportunity In VusionGroup S.A. (EPA:VU)?

VusionGroup S.A. ( EPA:VU ), might not be a large cap stock, but it saw a significant share price rise of 49% in the...
Articolo di analisi Dec 24

SES-imagotag Société Anonyme's (EPA:SESL) P/S Is Still On The Mark Following 33% Share Price Bounce

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Articolo di analisi Dec 17

Returns At SES-imagotag Société Anonyme (EPA:SESL) Are On The Way Up

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Articolo di analisi Nov 05

Do SES-imagotag Société Anonyme's (EPA:SESL) Earnings Warrant Your Attention?

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Articolo di analisi Oct 23

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Articolo di analisi Oct 07

SES-imagotag Société Anonyme (EPA:SESL) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Sep 05

Returns Are Gaining Momentum At SES-imagotag Société Anonyme (EPA:SESL)

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Articolo di analisi Jul 28

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Articolo di analisi Jun 21

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Articolo di analisi May 25

Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 45% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SES-imagotag Société Anonyme fair value estimate is €262...
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Here's Why We Think SES-imagotag Société Anonyme (EPA:SESL) Is Well Worth Watching

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Articolo di analisi Jan 07

SES-imagotag Société Anonyme's (EPA:SESL) Returns Have Hit A Wall

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Articolo di analisi Dec 06

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Articolo di analisi Nov 23

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Articolo di analisi Oct 05

SES-imagotag Société Anonyme (EPA:SESL) Seems To Use Debt Rather Sparingly

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Articolo di analisi Sep 07

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Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( €1.0B ) di VU superano le sue passività a breve termine ( €1.0B ).

Passività a lungo termine: Le attività a breve termine di VU ( €1.0B ) superano le sue passività a lungo termine ( €111.0M ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: VU ha più liquidità del suo debito totale.

Riduzione del debito: Il rapporto debito/patrimonio netto di VU si è ridotto da 51.4% a 9.4% negli ultimi 5 anni.

Copertura del debito: Il debito di VU è ben coperto dal flusso di cassa operativo ( 483.8% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di VU sono ben coperti dall'EBIT ( 13.1 x copertura).


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 11:25
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
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; 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

Vusion S.A. è coperta da 20 analisti. 7 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
Remi GrenuBerenberg
Gerhard OrgonasBerenberg
Benjamin ThielmannBerenberg