Vusion 향후 성장
Future 기준 점검 3/6
Vusion (는) 각각 연간 10.1% 및 6.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.5% 로 예상됩니다.
핵심 정보
10.1%
이익 성장률
10.40%
EPS 성장률
| Electronic 이익 성장 | 13.7% |
| 매출 성장률 | 6.7% |
| 향후 자기자본이익률 | 23.47% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 22 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
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.
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?
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?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.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.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.With A 27% Price Drop For Vusion S.A. (EPA:VU) You'll Still Get What You Pay For
Jan 16
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).VusionGroup (EPA:VU) Seems To Use Debt Rather Sparingly
Dec 29VU: 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.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.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.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.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).VusionGroup S.A. (EPA:VU) Looks Just Right With A 27% Price Jump
Oct 03EdgeSense 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.Earnings Update: VusionGroup S.A. (EPA:VU) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Sep 18VusionGroup S.A.'s (EPA:VU) 25% Price Boost Is Out Of Tune With Revenues
Jun 27Shareholders Will Most Likely Find VusionGroup S.A.'s (EPA:VU) CEO Compensation Acceptable
Jun 11EdgeSense 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.VusionGroup S.A. (EPA:VU) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable
Mar 01When Should You Buy VusionGroup S.A. (EPA:VU)?
Jan 12After Leaping 30% VusionGroup S.A. (EPA:VU) Shares Are Not Flying Under The Radar
Dec 24Statutory Profit Doesn't Reflect How Good VusionGroup's (EPA:VU) Earnings Are
May 12Is VusionGroup (EPA:VU) Using Too Much Debt?
May 08VusionGroup's (EPA:VU) Returns On Capital Are Heading Higher
Apr 18Investors Appear Satisfied With VusionGroup S.A.'s (EPA:VU) Prospects As Shares Rocket 27%
Feb 17Should You Be Adding VusionGroup (EPA:VU) To Your Watchlist Today?
Feb 09Is There Now An Opportunity In VusionGroup S.A. (EPA:VU)?
Jan 25SES-imagotag Société Anonyme's (EPA:SESL) P/S Is Still On The Mark Following 33% Share Price Bounce
Dec 24Returns At SES-imagotag Société Anonyme (EPA:SESL) Are On The Way Up
Dec 17Do SES-imagotag Société Anonyme's (EPA:SESL) Earnings Warrant Your Attention?
Nov 05What Does SES-imagotag Société Anonyme's (EPA:SESL) Share Price Indicate?
Oct 23SES-imagotag Société Anonyme (EPA:SESL) Has A Rock Solid Balance Sheet
Oct 07Returns Are Gaining Momentum At SES-imagotag Société Anonyme (EPA:SESL)
Sep 05Is Now The Time To Put SES-imagotag Société Anonyme (EPA:SESL) On Your Watchlist?
Jul 28Is SES-imagotag Société Anonyme (EPA:SESL) Using Too Much Debt?
Jun 21Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 45% Undervaluation?
May 25Here's Why We Think SES-imagotag Société Anonyme (EPA:SESL) Is Well Worth Watching
Apr 05When Should You Buy SES-imagotag Société Anonyme (EPA:SESL)?
Mar 10Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 31% Undervaluation?
Feb 07SES-imagotag Société Anonyme's (EPA:SESL) Returns Have Hit A Wall
Jan 07At €137, Is It Time To Put SES-imagotag Société Anonyme (EPA:SESL) On Your Watch List?
Dec 06Here's Why SES-imagotag Société Anonyme (EPA:SESL) Has Caught The Eye Of Investors
Nov 23SES-imagotag Société Anonyme (EPA:SESL) Seems To Use Debt Rather Sparingly
Oct 05Is Now An Opportune Moment To Examine SES-imagotag Société Anonyme (EPA:SESL)?
Sep 07SES-imagotag Société Anonyme's (EPA:SESL) Intrinsic Value Is Potentially 99% Above Its Share Price
Aug 13Does SES-imagotag Société Anonyme (EPA:SESL) Have A Healthy Balance Sheet?
Jun 17이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,767 | 182 | 194 | 286 | 4 |
| 12/31/2027 | 1,954 | 193 | 107 | 222 | 8 |
| 12/31/2026 | 1,807 | 148 | -159 | 14 | 8 |
| 12/31/2025 | 1,472 | 143 | 65 | 202 | N/A |
| 9/30/2025 | 1,316 | 65 | 234 | 392 | N/A |
| 6/30/2025 | 1,160 | -13 | 404 | 582 | N/A |
| 3/31/2025 | 1,057 | -20 | 395 | 563 | N/A |
| 12/31/2024 | 955 | -28 | 387 | 545 | N/A |
| 9/30/2024 | 892 | -32 | 311 | 449 | N/A |
| 6/30/2024 | 830 | -36 | 235 | 353 | N/A |
| 3/31/2024 | 816 | 22 | 198 | 301 | N/A |
| 12/31/2023 | 802 | 80 | 161 | 248 | N/A |
| 9/30/2023 | 759 | 93 | 132 | 217 | N/A |
| 6/30/2023 | 716 | 106 | 103 | 186 | N/A |
| 3/31/2023 | 668 | 62 | 36 | 103 | N/A |
| 12/31/2022 | 621 | 19 | -31 | 20 | N/A |
| 9/30/2022 | 563 | 13 | -17 | 25 | N/A |
| 6/30/2022 | 506 | 7 | -2 | 29 | N/A |
| 3/31/2022 | 464 | 5 | 0 | 30 | N/A |
| 12/31/2021 | 423 | 3 | 2 | 32 | N/A |
| 9/30/2021 | 399 | 3 | 18 | 47 | N/A |
| 6/30/2021 | 375 | 4 | 34 | 62 | N/A |
| 3/31/2021 | 332 | -2 | 17 | 46 | N/A |
| 12/31/2020 | 290 | -7 | 0 | 29 | N/A |
| 9/30/2020 | 267 | -12 | -30 | 7 | N/A |
| 6/30/2020 | 245 | -17 | -59 | -15 | N/A |
| 3/31/2020 | 246 | -15 | -37 | 4 | N/A |
| 12/31/2019 | 248 | -12 | -16 | 23 | N/A |
| 9/30/2019 | 238 | -9 | N/A | 19 | N/A |
| 6/30/2019 | 228 | -6 | N/A | 15 | N/A |
| 3/31/2019 | 208 | -6 | N/A | 1 | N/A |
| 12/31/2018 | 188 | -6 | N/A | -14 | N/A |
| 9/30/2018 | 163 | -16 | N/A | -23 | N/A |
| 6/30/2018 | 139 | -26 | N/A | -31 | N/A |
| 3/31/2018 | 146 | -24 | N/A | -21 | N/A |
| 12/31/2017 | 153 | -21 | N/A | -11 | N/A |
| 9/30/2017 | 170 | -9 | N/A | -5 | N/A |
| 6/30/2017 | 186 | 3 | N/A | 1 | N/A |
| 3/31/2017 | 182 | 3 | N/A | 3 | N/A |
| 12/31/2016 | 177 | 3 | N/A | 4 | N/A |
| 9/30/2016 | 167 | 3 | N/A | N/A | N/A |
| 6/30/2016 | 157 | 2 | N/A | 18 | N/A |
| 3/31/2016 | 134 | 2 | N/A | 19 | N/A |
| 12/31/2015 | 111 | 1 | N/A | 20 | N/A |
| 9/30/2015 | 96 | 1 | N/A | N/A | N/A |
| 6/30/2015 | 81 | 1 | N/A | 8 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VU 의 연간 예상 수익 증가율(10.1%)이 saving rate(2.3%)보다 높습니다.
수익 vs 시장: VU 의 연간 수익(10.1%)이 French 시장(12.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: VU 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: VU 의 수익(연간 6.7%)이 French 시장(연간 5.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VU 의 수익(연간 6.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VU의 자본 수익률은 3년 후 23.5%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/04 09:37 |
| 종가 | 2026/04/30 00:00 |
| 수익 | 2025/12/31 |
| 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 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 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
Vusion S.A.는 20명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Remi Grenu | Berenberg |
| Gerhard Orgonas | Berenberg |
| Benjamin Thielmann | Berenberg |