Vallourec 향후 성장
Future 기준 점검 4/6
Vallourec (는) 각각 연간 14.5% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21% 로 예상됩니다.
핵심 정보
14.5%
이익 성장률
12.35%
EPS 성장률
| Energy Services 이익 성장 | 8.1% |
| 매출 성장률 | 6.1% |
| 향후 자기자본이익률 | 20.95% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 26 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,200 | 693 | 650 | 872 | 8 |
| 12/31/2027 | 4,999 | 646 | 545 | 773 | 10 |
| 12/31/2026 | 4,510 | 487 | 405 | 567 | 9 |
| 3/31/2026 | 4,324 | 407 | 466 | 674 | N/A |
| 12/31/2025 | 4,475 | 417 | 451 | 658 | N/A |
| 9/30/2025 | 4,497 | 496 | N/A | N/A | N/A |
| 6/30/2025 | 4,492 | 426 | 442 | 635 | N/A |
| 3/31/2025 | 4,365 | 469 | 358 | 532 | N/A |
| 12/31/2024 | 4,179 | 468 | 332 | 505 | N/A |
| 9/30/2024 | 4,726 | 439 | 341 | 523 | N/A |
| 6/30/2024 | 4,813 | 425 | 358 | 549 | N/A |
| 3/31/2024 | 5,143 | 480 | 495 | 727 | N/A |
| 12/31/2023 | 5,646 | 547 | 532 | 767 | N/A |
| 9/30/2023 | 5,686 | 495 | 787 | 1,049 | N/A |
| 6/30/2023 | 6,022 | 435 | 487 | 761 | N/A |
| 3/31/2023 | 5,754 | -190 | N/A | N/A | N/A |
| 12/31/2022 | 5,228 | -392 | -231 | -27 | N/A |
| 9/30/2022 | 4,317 | -348 | -456 | -293 | N/A |
| 6/30/2022 | 4,147 | -386 | -510 | -363 | N/A |
| 3/31/2022 | 4,044 | 108 | -499 | -341 | N/A |
| 12/31/2021 | 3,917 | 45 | -323 | -166 | N/A |
| 9/30/2021 | 3,716 | -717 | -218 | -65 | N/A |
| 6/30/2021 | 3,665 | -808 | -59 | 96 | N/A |
| 3/31/2021 | 3,624 | -1,436 | 59 | 168 | N/A |
| 12/31/2020 | 3,961 | -1,473 | -136 | 33 | N/A |
| 9/30/2020 | 4,006 | -875 | -171 | 28 | N/A |
| 6/30/2020 | 4,225 | -829 | -174 | 34 | N/A |
| 3/31/2020 | 4,409 | -354 | -68 | 122 | N/A |
| 12/31/2019 | 4,681 | -379 | N/A | 133 | N/A |
| 9/30/2019 | 4,670 | -360 | N/A | 113 | N/A |
| 6/30/2019 | 4,760 | -413 | N/A | -105 | N/A |
| 3/31/2019 | 4,581 | -474 | N/A | -305 | N/A |
| 12/31/2018 | 4,492 | -576 | N/A | -418 | N/A |
| 9/30/2018 | 4,498 | -653 | N/A | -543 | N/A |
| 6/30/2018 | 4,528 | -688 | N/A | -453 | N/A |
| 3/31/2018 | 4,716 | -715 | N/A | -395 | N/A |
| 12/31/2017 | 4,499 | -644 | N/A | -326 | N/A |
| 9/30/2017 | 4,158 | -657 | N/A | -282 | N/A |
| 6/30/2017 | 3,709 | -681 | N/A | -273 | N/A |
| 3/31/2017 | 3,283 | -640 | N/A | -223 | N/A |
| 12/31/2016 | 3,121 | -798 | N/A | -231 | N/A |
| 9/30/2016 | 3,357 | -1,124 | N/A | -93 | N/A |
| 6/30/2016 | 3,517 | -1,116 | N/A | 75 | N/A |
| 3/31/2016 | 3,898 | -1,222 | N/A | 215 | N/A |
| 12/31/2015 | 4,131 | -939 | N/A | 438 | N/A |
| 9/30/2015 | 5,141 | -1,709 | N/A | 576 | N/A |
| 6/30/2015 | 5,656 | -1,496 | N/A | 644 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VK 의 연간 예상 수익 증가율(14.5%)이 saving rate(2.5%)보다 높습니다.
수익 vs 시장: VK 의 연간 수익(14.5%)이 French 시장(12.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: VK 의 수익(연간 6.1%)이 French 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VK 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VK의 자본 수익률은 3년 후 21%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/31 02:46 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Vallourec S.A.는 22명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Pickup | Barclays |
| Alessandro Abate | Berenberg |
| Guillaume Delaby | Bernstein |