OPmobility SE

ENXTPA:OPM 주식 리포트

시가총액: €2.2b

OPmobility 경영진

경영진 기준 점검 2/4

OPmobility CEO는 Félicie Burelle, Nov2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 €2.90M, 31.2% 급여 및 68.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €663.42K 가치에 해당하는 회사 주식의 0.03% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.3 년과 9.8 년입니다.

핵심 정보

Félicie Burelle

최고경영자

€2.9m

총 보수

CEO 급여 비율31.21%
CEO 재임 기간less than a year
CEO 지분 보유율0.03%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간9.8yrs

최근 경영진 업데이트

분석 기사 Apr 17

Shareholders Will Probably Hold Off On Increasing OPmobility SE's (EPA:OPM) CEO Compensation For The Time Being

Key Insights OPmobility to hold its Annual General Meeting on 24th of April Total pay for CEO Laurent Favre includes...

Recent updates

내러티브 업데이트 May 16

OPM: Higher Fair Value And New Contract Wins Will Shape Future Performance

OPmobility's updated fair value estimate of €21, up from €20, reflects a modestly higher analyst price target as firms cite recent target increases to €19.50 and €21, along with slightly firmer margin assumptions despite adjusted growth and discount rate inputs. Analyst Commentary Recent Street research on OPmobility has leaned positive, with bullish analysts lifting price targets into a €19.50 to €21 range.
내러티브 업데이트 Apr 27

OPM: Future Returns Will Rely On HEV Contract Execution Over Higher P E Assumptions

Analysts have raised their target range for OPmobility to approximately €19.50 to €21, resulting in a modest reduction in the modelled fair value to €17.44 as they incorporate updated discount rates, revenue growth and profit margin assumptions, along with a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets into a higher range of €19.50 to €21, which aligns with the updated fair value estimate of €17.44 and signals greater confidence in the risk and reward profile at current levels.
내러티브 업데이트 Apr 13

OPM: Future Returns Will Rely On HEV Contract Delivery Versus Higher P E Assumptions

Narrative Update on OPmobility The updated analyst price target for OPmobility moves from €16.44 to €17.69, reflecting analysts' higher fair value and P/E assumptions following recent target increases from firms that now see the shares in a €19.50 to €21 range. Analyst Commentary Recent research is clustered around higher price targets in the €19.50 to €21 range, which feeds into the updated blended target of €17.69 and implies analysts are revisiting both valuation multiples and execution assumptions for OPmobility.
내러티브 업데이트 Mar 30

OPM: Elevated Margin Aims Will Confront HEV Contract Execution Uncertainty

Analyst price targets for OPmobility have moved higher into a €13.50 to €21 range, as analysts point to updated expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates cluster OPmobility in a higher price target range, with figures stretching from €13.50 up to €21.
내러티브 업데이트 Mar 16

OPM: Elevated Margin Hopes Will Eventually Confront HEV Contract Execution Risk

Narrative Update The updated analyst price target for OPmobility rises from €16.50 to €21. This reflects analysts' use of slightly higher discount rate, revenue growth, profit margin and future P/E assumptions, supported by recent target increases from several major banks.
내러티브 업데이트 Mar 02

OPM: Elevated Margin Hopes Will Eventually Collide With Execution And Contract Risks

Analysts have lifted our OPmobility fair value estimate from €9.20 to about €10.31, reflecting higher price targets on the stock from several banks and updated assumptions around growth, margins, discount rate and future P/E. Analyst Commentary Recent price target revisions for OPmobility cluster in a relatively tight range but come with different stances on risk and reward.
내러티브 업데이트 Feb 16

OPM: Future Returns Will Depend On Earnings Delivery Versus Refreshed Market Expectations

Narrative update on OPmobility The analyst price target for OPmobility has been raised to €13.50, supported by recent upward revisions from firms that refer to adjusted assumptions on discount rate, profit margin and future P/E, while the fair value estimate of €16.44 remains unchanged. Analyst Commentary Recent Street research on OPmobility points to a cluster of higher price targets, alongside some caution on the near term risk and reward profile.
내러티브 업데이트 Feb 02

OPM: Future Returns Will Depend On Earnings Delivery And Leadership Continuity

Analysts have raised their price targets on OPmobility, lifting our fair value estimate from €13.61 to €16.44. This change is supported by updated assumptions for discount rates, margins and future P/E multiples reflected in recent research from major banks.
내러티브 업데이트 Jan 19

OPM: Higher Fair Value And Leadership Transition Will Shape Future Share Performance

Analysts have increased their fair value estimate for OPmobility from €17.00 to €20.00, citing updated price targets from Deutsche Bank and Morgan Stanley, along with small refinements to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent price target revisions have been a key driver behind the higher fair value estimate for OPmobility.
내러티브 업데이트 Jan 05

OPM: Leadership Transition And Earnings Outlook Will Shape Future Share Performance

Analysts have lifted their price target on OPmobility to EUR 17.00 from EUR 16.30, reflecting modestly lower discount rate assumptions, slightly tempered growth and margin forecasts, and a higher expected future P E multiple. Analyst Commentary Bullish analysts highlight the recent price target increase to EUR 17.00 as a sign of growing confidence in OPmobility's execution, margin resilience, and medium term growth prospects.
내러티브 업데이트 Dec 17

OPM: Rising Margin Hopes Will Eventually Clash With Execution Risks

Analysts have raised their price target on OPmobility to EUR 17.00 from EUR 16.30. They cite a higher fair value estimate and slightly improved long term profit margin expectations, despite a modestly higher discount rate and a softer revenue growth outlook.
내러티브 업데이트 Dec 03

OPM: Future Performance Will Hinge On Earnings Delivery And Leadership Transition

Analysts have nudged their price target for OPmobility higher to EUR 17 from EUR 16.30, reflecting slightly adjusted assumptions on fair value, discount rate, and future earnings multiples. Analyst Commentary Recent research updates highlight a modestly more constructive stance on OPmobility, with bullish analysts pointing to incremental upside in both earnings power and valuation as near term execution risks appear more contained.
내러티브 업데이트 Nov 19

OPM: Future Performance Will Depend On Earnings Trajectory And Market Dynamics

Narrative Update on OPmobility Price Target Analysts have increased their price target for OPmobility from €16.30 to €17.00. This change reflects a positive outlook supported by updated fair value estimates and sustained buy recommendations in recent research.
분석 기사 Nov 14

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Nov 05

OPM: Future Margins And Measured Risks Will Define Financial Performance

OPmobility's analyst price target has increased from €16.30 to €17.00. This reflects analysts’ view of incremental improvements in fair value and profit margin projections.
내러티브 업데이트 Oct 22

Analysts Raise OPmobility Price Target Citing Stable Margins and Improved Risk Outlook

Analysts have increased their price target for OPmobility from €16.30 to €17. The revised outlook is driven by stable profit margins and updated discount rate assumptions.
내러티브 업데이트 Oct 08

Asian And European Trends Will Moderate Overvaluation And Create Opportunity

Analysts have raised their price target for OPmobility, increasing it from EUR 16.30 to EUR 17. They cite moderate improvements in profit margin and future earnings expectations as key drivers for the update.
분석 기사 Aug 15

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 Jul 22

Take Care Before Diving Into The Deep End On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right now...
분석 기사 Jun 29

OPmobility (EPA:OPM) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 May 15

Why OPmobility SE (EPA:OPM) Could Be Worth Watching

OPmobility SE ( EPA:OPM ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
분석 기사 Apr 17

Shareholders Will Probably Hold Off On Increasing OPmobility SE's (EPA:OPM) CEO Compensation For The Time Being

Key Insights OPmobility to hold its Annual General Meeting on 24th of April Total pay for CEO Laurent Favre includes...
분석 기사 Apr 12

Fewer Investors Than Expected Jumping On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a buy right now compared...
분석 기사 Mar 20

OPmobility (EPA:OPM) Is Due To Pay A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. The dividend yield...
분석 기사 Feb 28

We Think OPmobility's (EPA:OPM) Solid Earnings Are Understated

Shareholders appeared to be happy with OPmobility SE's ( EPA:OPM ) solid earnings report last week. This reaction by...
User avatar
새로운 내러티브 Feb 23

Achieving Carbon Neutrality By 2025 Will Increase Energy Efficiency

The consolidation of business groups and focus on efficiency measures are expected to enhance operating and net margins by reducing costs.
분석 기사 Feb 23

OPmobility (EPA:OPM) Has Announced A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. Despite the cut...
분석 기사 Dec 10

Does OPmobility (EPA:OPM) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Oct 29

Is It Time To Consider Buying OPmobility SE (EPA:OPM)?

OPmobility SE ( EPA:OPM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Sep 17

OPmobility SE's (EPA:OPM) Subdued P/E Might Signal An Opportunity

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
분석 기사 Aug 24

OPmobility (EPA:OPM) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jul 26

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

Shareholders of OPmobility SE ( EPA:OPM ) will be pleased this week, given that the stock price is up 11% to €10.33...
분석 기사 May 22

Investors Continue Waiting On Sidelines For OPmobility (EPA:POM)

With a price-to-earnings (or "P/E") ratio of 9.9x OPmobility ( EPA:POM ) may be sending bullish signals at the moment...
분석 기사 Mar 31

At €12.08, Is It Time To Put Compagnie Plastic Omnium SE (EPA:POM) On Your Watch List?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it saw a double-digit share price rise of...
분석 기사 Mar 16

Compagnie Plastic Omnium (EPA:POM) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jan 04

Compagnie Plastic Omnium SE (EPA:POM) Screens Well But There Might Be A Catch

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
분석 기사 Dec 09

Is It Time To Consider Buying Compagnie Plastic Omnium SE (EPA:POM)?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a decent...
분석 기사 Oct 16

Is Compagnie Plastic Omnium SE (EPA:POM) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €21.83 Current...
분석 기사 Sep 30

Here's Why We Think Compagnie Plastic Omnium (EPA:POM) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Aug 26

Is Compagnie Plastic Omnium SE (EPA:POM) Potentially Undervalued?

Compagnie Plastic Omnium SE ( EPA:POM ), is not the largest company out there, but it saw significant share price...
분석 기사 Aug 07

We Think Compagnie Plastic Omnium (EPA:POM) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 Jul 04

Compagnie Plastic Omnium SE's (EPA:POM) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €22.77...
분석 기사 May 17

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Apr 15

Does Compagnie Plastic Omnium (EPA:POM) 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...
분석 기사 Mar 30

An Intrinsic Calculation For Compagnie Plastic Omnium SE (EPA:POM) Suggests It's 43% Undervalued

Key Insights Compagnie Plastic Omnium's estimated fair value is €28.41 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Jan 06

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a...

CEO 보수 분석

Félicie Burelle의 보수는 OPmobility의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€3m€905k

€185m

Sep 30 2025n/an/a

€173m

Jun 30 2025n/an/a

€160m

Mar 31 2025n/an/a

€165m

Dec 31 2024€3m€751k

€170m

Sep 30 2024n/an/a

€166m

Jun 30 2024n/an/a

€163m

Mar 31 2024n/an/a

€163m

Dec 31 2023€2m€751k

€163m

Sep 30 2023n/an/a

€163m

Jun 30 2023n/an/a

€163m

Mar 31 2023n/an/a

€165m

Dec 31 2022€2m€651k

€168m

Sep 30 2022n/an/a

€128m

Jun 30 2022n/an/a

€88m

Mar 31 2022n/an/a

€107m

Dec 31 2021€2m€501k

€126m

Sep 30 2021n/an/a

€211m

Jun 30 2021n/an/a

€295m

Mar 31 2021n/an/a

€22m

Dec 31 2020€1m€500k

-€251m

Sep 30 2020n/an/a

-€276m

Jun 30 2020n/an/a

-€300m

Mar 31 2020n/an/a

-€21m

Dec 31 2019€75kn/a

€258m

보상 대 시장: Félicie의 총 보수(USD3.36M)는 French 시장에서 비슷한 규모 기업의 평균(USD2.15M)보다 높습니다.

보상과 수익: Félicie의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Félicie Burelle (46 yo)

less than a year
재임 기간
€2,899,075
보수

Mrs. Félicie Burelle served as Senior Executive Vice President of Strategy & Development at OPmobility (formerly known as Compagnie Plastic Omnium SE) since January 2018 until January 1, 2020. She is Direc...


리더십 팀

이름직위재임 기간보수지분
Félicie Burelle
CEO & Directorless than a year€2.90m0.030%
€ 663.4k
Jean Ciavatti
Managing Directorno data데이터 없음데이터 없음
Olivier Dabi
Executive VP & CFO2.3yrs데이터 없음데이터 없음
Christian Kopp
Senior Executive VP & COOless than a year데이터 없음데이터 없음
Sandrine Ledru
Executive VP and Chief Digital & Information Officer1.3yrs데이터 없음데이터 없음
Stephanie Laval
Vice President of Strategic Planning & Investor Relationsno data데이터 없음데이터 없음
David Meneses
Executive Vice President of People & Sustainability3.9yrs데이터 없음데이터 없음
Marc Perraudin
Executive VP of Engineering & Programs President H2-Power Business Groupno data데이터 없음데이터 없음
Gerald Mentil
Executive VP & Chief Performance Officer3.3yrs데이터 없음데이터 없음
Christophe Marceau
Executive Vice President3.3yrs데이터 없음데이터 없음
Marissa West
Executive VP & Chairperson North America1.3yrs데이터 없음데이터 없음
Abdul Khaliq
Executive Vice President of Innovation & Software1.3yrs데이터 없음데이터 없음
1.3yrs
평균 재임 기간

경험이 풍부한 관리: OPM의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Félicie Burelle
CEO & Director9.1yrs€2.90m0.030%
€ 663.4k
Bernd Gottschalk
Non-Voting Board Member & Censor2.8yrs€23.65k0.0017%
€ 36.7k
Laurent Burelle
Chairman44.9yrs€1.03m0.11%
€ 2.5m
Jean Burelle
Honorary Chairman & Censor24.8yrs€44.05k0.29%
€ 6.4m
Paul Lemarie
Director38.9yrs€54.81k0.22%
€ 4.8m
Vincent Labruyère
Director24yrs€66.81k0.0060%
€ 130.6k
Alexandre Merieux
Independent Director8.1yrs€64.81k0.00070%
€ 15.3k
Anne-Marie Couderc
Director15.8yrs€70.81k0.00095%
€ 20.8k
Lucie Maurel-Aubert
Independent Director10.4yrs€76.81k0.00064%
€ 14.0k
Cécile Moutet
Director9.1yrs€43.85k0.0057%
€ 125.0k
Amandine Chaffois
Employee Representing Director7.1yrs€62.81k데이터 없음
Elisabeth Ourliac
Independent Director3.4yrs€58.85k0.00063%
€ 13.8k
9.8yrs
평균 재임 기간
71.5yo
평균 나이

경험이 풍부한 이사회: OPM의 이사회경험이 있음으로 간주됩니다(평균 재임 9.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 14:41
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

OPmobility SE는 16명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Harry MartinBernstein
Steve Pereira FernandesBernstein
Stephen ReitmanBernstein