Vusion S.A.

ENXTPA:VU 株式レポート

時価総額:€2.2b

Vusion バランスシートの健全性

財務の健全性 基準チェック /66

Vusionの総株主資本は€442.6M 、総負債は€41.8Mで、負債比率は9.4%となります。総資産と総負債はそれぞれ€1.6Bと€1.1Bです。 Vusionの EBIT は€109.1Mで、利息カバレッジ比率13.1です。現金および短期投資は€480.7Mです。

主要情報

9.44%

負債資本比率

€41.80m

負債

インタレスト・カバレッジ・レシオ13.1x
現金€480.74m
エクイティ€442.63m
負債合計€1.11b
総資産€1.56b

財務の健全性に関する最新情報

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 Dec 24

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

SES-imagotag Société Anonyme ( EPA:SESL ) shares have had a really impressive month, gaining 33% after a shaky period...
分析記事 Dec 17

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

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分析記事 Nov 05

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

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分析記事 Oct 23

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分析記事 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...
分析記事 Sep 05

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

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Jul 28

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分析記事 Jun 21

Is SES-imagotag Société Anonyme (EPA:SESL) Using Too Much Debt?

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分析記事 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...
分析記事 Apr 05

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分析記事 Mar 10

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分析記事 Feb 07

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How far off is SES-imagotag Société Anonyme ( EPA:SESL ) from its intrinsic value? Using the most recent financial...
分析記事 Jan 07

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 Dec 06

At €137, Is It Time To Put SES-imagotag Société Anonyme (EPA:SESL) On Your Watch List?

SES-imagotag Société Anonyme ( EPA:SESL ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 Nov 23

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分析記事 Oct 05

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 07

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SES-imagotag Société Anonyme ( EPA:SESL ), might not be a large cap stock, but it received a lot of attention from a...

財務状況分析

短期負債: VUの 短期資産 ( €1.0B ) が 短期負債 ( €1.0B ) を超えています。

長期負債: VUの短期資産 ( €1.0B ) が 長期負債 ( €111.0M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: VU総負債よりも多くの現金を保有しています。

負債の削減: VUの負債対資本比率は、過去 5 年間で51.4%から9.4%に減少しました。

債務返済能力: VUの負債は 営業キャッシュフロー によって 十分にカバー されています ( 483.8% )。

インタレストカバレッジ: VUの負債に対する 利息支払いEBIT ( 13.1 x coverage) によって 十分にカバーされています


貸借対照表


健全な企業の発掘

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 10:28
終値2026/05/22 00:00
収益2025/12/31
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

Vusion S.A. 7 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。20

アナリスト機関
Remi GrenuBerenberg
Gerhard OrgonasBerenberg
Benjamin ThielmannBerenberg