Valeo SE

ENXTPA:FR 株式レポート

時価総額:€3.3b

Valeo マネジメント

マネジメント 基準チェック /34

Valeoの CEO はChristophe Perillat-Piratoineで、 Mar2011年に任命され、 の在任期間は 15.33年です。 の年間総報酬は€ 4.13Mで、 23.6%給与と76.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.15%を直接所有しており、その価値は€ 4.94M 。経営陣と取締役会の平均在任期間はそれぞれ10.6年と6.7年です。

主要情報

Christophe Perillat-Piratoine

最高経営責任者

€4.1m

報酬総額

CEO給与比率23.59%
CEO在任期間15.3yrs
CEOの所有権0.1%
経営陣の平均在職期間10.6yrs
取締役会の平均在任期間6.7yrs

経営陣の近況

分析記事 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...

Recent updates

分析記事 Jul 25

Valeo SE (EPA:FR) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a good week for Valeo SE ( EPA:FR ) shareholders, because the company has just released its latest...
ナラティブ更新 Jul 23

FR: Future Returns Will Depend On Delivering 2026 Margin And Cash Targets

Analysts have nudged their fair value estimate for Valeo higher to €10.60 from €10.00, citing recent Street research that includes a raised €14.10 price target. What’s in the News for Valeo Valeo reported a profitable first half of 2026, with sales growth on a like-for-like basis and an operating margin of 5.0%, according to recent earnings reports.
ナラティブ更新 Jun 24

FR: Future Returns Will Hinge On Executing 2026 Guidance Despite V2G Deal

Analysts have increased their fair value estimate for Valeo stock from €9.00 to €10.00, citing updated assumptions around revenue growth, profit margins and future P/E that together support a slightly higher long-term valuation. What’s in the News for Valeo Valeo and Nissan signed a major contract for the commercialization of Valeo's smart unidirectional (V1G) and bidirectional (V2G) AC charging stations in Europe, starting with the United Kingdom.
ナラティブ更新 Jun 09

FR: Electrification And AI Partnership Expansion Will Support Re Rated Profile

Analysts have modestly raised their price target for Valeo to €18.84 from €18.79, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Valeo shares have risen nearly 60% over the past month, drawing increased attention to the company’s focus on electrification, ADAS, software and smart lighting solutions.
ナラティブ更新 May 26

FR: Future Returns Will Depend On Delivering 2026 Earnings Within Guidance

Analysts have lifted their fair value estimate for Valeo to €14 from €11, reflecting updated views on its revenue growth profile, profit margins, and future P/E assumptions. Analyst Commentary The new fair value estimate of €14 lines up with the latest published price target, but the underlying research still highlights several areas where investors may want to stay cautious.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Valeo の収益と比較して、Christophe Perillat-Piratoine の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

€201m

Mar 31 2026n/an/a

€201m

Dec 31 2025€4m€975k

€200m

Sep 30 2025n/an/a

€163m

Jun 30 2025n/an/a

€125m

Mar 31 2025n/an/a

€144m

Dec 31 2024€4m€975k

€162m

Sep 30 2024n/an/a

€203m

Jun 30 2024n/an/a

€243m

Mar 31 2024n/an/a

€232m

Dec 31 2023€4m€975k

€221m

Sep 30 2023n/an/a

€309m

Jun 30 2023n/an/a

€397m

Mar 31 2023n/an/a

€314m

Dec 31 2022€3m€958k

€230m

Sep 30 2022n/an/a

€134m

Jun 30 2022n/an/a

€37m

Mar 31 2022n/an/a

€106m

Dec 31 2021€2m€434k

€175m

報酬と市場: Christopheの 総報酬 ($USD 4.70M ) は、 French市場 ($USD 2.41M ) の同規模の企業の平均を上回っています。

報酬と収益: Christopheの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Christophe Perillat-Piratoine (61 yo)

15.3yrs
在職期間
€4,133,753
報酬

Mr. Christophe Perillat-Piratoine has been the Chief Executive Officer of Valeo SE since January 26, 2022, and its Director since May 26, 2021. He served as the Deputy Chief Executive Officer of Valeo SE f...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Christophe Perillat-Piratoine
CEO & Director15.3yrs€4.13m0.15%
€ 4.9m
Edouard de Pirey
Chief Financial Officer2.5yrsデータなしデータなし
Marisa Baldo
Group Vice President of Financial Communication & Investor Relationsno dataデータなしデータなし
Catherine Delhaye
Chief Ethics14.5yrsデータなしデータなし
Eric Fredette
Group General Counsel & General Secretary11.5yrsデータなしデータなし
Francois Marion
Chief Communications & Sustainability Officerno dataデータなしデータなし
Detlef Juerss
Chief Sales & Business Development Officerno dataデータなしデータなし
Eric Schuler
Chief Executive Officer of Valeo Service Activity10.5yrsデータなしデータなし
Marc Vrecko
CEO of Valeo Brain Division & Executive VP of Valeo Group2.3yrsデータなしデータなし
Xavier Dupont
Group Executive VP & CEO of POWER Division10.7yrsデータなしデータなし
James Schwyn
Chief Technical Officer of North America9.8yrsデータなしデータなし
Marc Guedon
Chief Purchasing Officerno dataデータなしデータなし
10.6yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: FRの経営陣は経験豊富で経験豊富です(平均在職期間は10.6年)。


取締役

名称ポジション在職期間報酬所有権
Christophe Perillat-Piratoine
CEO & Director5.2yrs€4.13m0.15%
€ 4.9m
Patrick Sayer
Independent Director7.2yrs€76.00k0.0048%
€ 160.5k
Alexandre Ossola
Independent Director7.1yrs€73.00kデータなし
Gilles Michel
Independent Chairman8.2yrs€363.73k0.0036%
€ 118.7k
Bruno Bezard
Independent Director8.8yrs€64.00k0.0012%
€ 41.1k
Veronique Weill
Independent Director10.2yrs€79.00k0.00099%
€ 32.8k
Marie-Noelle Jego-Laveissiere
Independent Director10.2yrs€58.00k0.00062%
€ 20.6k
Stephanie Frachet
Independent Director3.5yrs€67.00k0.00062%
€ 20.6k
Eric Chauvirey
Employee Representative Director2.2yrs€64.00k0.0010%
€ 34.5k
Julie Avrane-Chopard
Independent Director - Permanent Representative of the Fonds Stratégique de Participations6.3yrs€82.00kデータなし
Grzegorz Szelag
Employee Representative Director5.7yrs€61.00k0.00018%
€ 6.0k
Eric Poton
Employee Representative Director5.1yrs€61.00kデータなし
6.7yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: FRの 取締役会経験豊富 であると考えられます ( 6.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/26 23:08
終値2026/07/24 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Valeo SE 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30

アナリスト機関
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