Vallourec S.A.

ENXTPA:VK 株式レポート

時価総額：€5.5b

Vallourec 将来の成長

Future 基準チェック /46

Vallourec利益と収益がそれぞれ年間14.7%と6.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21% 12.6%なると予測されています。

主要情報

14.7%

収益成長率

12.61%

EPS成長率

Energy Services 収益成長7.9%
収益成長率6.3%
将来の株主資本利益率20.95%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.

業績と収益の成長予測

ENXTPA:VK - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,4625955587488
12/31/20274,29855546866310
12/31/20263,8774183484879
3/31/20263,651343392567N/A
12/31/20253,809355384560N/A
9/30/20253,831422N/AN/AN/A
6/30/20253,814362375539N/A
3/31/20254,035433331492N/A
12/31/20244,034452321488N/A
9/30/20244,245394306470N/A
6/30/20244,493397334512N/A
3/31/20244,766445458674N/A
12/31/20235,114496482695N/A
9/30/20235,378469745992N/A
6/30/20235,518399447697N/A
3/31/20235,305-175N/AN/AN/A
12/31/20224,883-366-216-25N/A
9/30/20224,406-355-465-299N/A
6/30/20223,958-368-487-346N/A
3/31/20223,65698-451-308N/A
12/31/20213,44240-283-146N/A
9/30/20213,208-619-188-56N/A
6/30/20213,091-681-5081N/A
3/31/20213,091-1,22550143N/A
12/31/20203,242-1,206-11127N/A
9/30/20203,416-747-14624N/A
6/30/20203,760-738-15531N/A
3/31/20204,001-322-62111N/A
12/31/20194,173-338N/A119N/A
9/30/20194,285-330N/A104N/A
6/30/20194,186-363N/A-92N/A
3/31/20194,084-422N/A-272N/A
12/31/20183,921-502N/A-365N/A
9/30/20183,875-563N/A-468N/A
6/30/20183,878-590N/A-388N/A
3/31/20183,829-581N/A-321N/A
12/31/20173,750-537N/A-272N/A
9/30/20173,518-556N/A-238N/A
6/30/20173,247-596N/A-239N/A
3/31/20173,077-600N/A-209N/A
12/31/20162,965-758N/A-219N/A
9/30/20162,988-1,001N/A-83N/A
6/30/20163,167-1,005N/A67N/A
3/31/20163,422-1,073N/A189N/A
12/31/20153,803-865N/A403N/A
9/30/20154,607-1,532N/A516N/A
6/30/20155,077-1,343N/A578N/A

アナリストによる今後の成長予測

収入対貯蓄率: VKの予測収益成長率 (年間14.7% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: VKの収益 ( 14.7% ) はFrench市場 ( 12.4% ) よりも速いペースで成長すると予測されています。

高成長収益: VKの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: VKの収益 ( 6.3% ) French市場 ( 5.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: VKの収益 ( 6.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VKの 自己資本利益率 は、3年後には高くなると予測されています ( 21 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 22:14
終値2026/05/22 00:00
収益2026/03/31
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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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

Vallourec S.A. 10 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。22

アナリスト機関
Michael PickupBarclays
Alessandro AbateBerenberg
Guillaume DelabyBernstein