Valeo Beheer
Beheer criteriumcontroles 3/4
De CEO Valeo is Christophe Perillat-Piratoine, benoemd in Mar2011, heeft een ambtstermijn van 15.42 jaar. De totale jaarlijkse vergoeding van { bedraagt € 4.13M, bestaande uit 23.6% salaris en 76.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.15% van de aandelen van het bedrijf, ter waarde € 5.42M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 10.7 jaar en 6.8 jaar.
Belangrijke informatie
Christophe Perillat-Piratoine
Algemeen directeur
€4.1m
Totale compensatie
| Percentage CEO-salaris | 23.59% |
| Dienstverband CEO | 15.4yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 10.7yrs |
| Gemiddelde ambtstermijn bestuur | 6.8yrs |
Recente managementupdates
Recent updates
Analyse-artikel • Jul 25
Valeo SE (EPA:FR) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?
It's been a good week for Valeo SE ( EPA:FR ) shareholders, because the company has just released its latest...
Narratiefupdate • Jul 23
FR: Future Returns Will Depend On Delivering 2026 Margin And Cash Targets
Analysts have nudged their fair value estimate for Valeo higher to €10.60 from €10.00, citing recent Street research that includes a raised €14.10 price target. What’s in the News for Valeo Valeo reported a profitable first half of 2026, with sales growth on a like-for-like basis and an operating margin of 5.0%, according to recent earnings reports.Narratiefupdate • Jun 24
FR: Future Returns Will Hinge On Executing 2026 Guidance Despite V2G Deal
Analysts have increased their fair value estimate for Valeo stock from €9.00 to €10.00, citing updated assumptions around revenue growth, profit margins and future P/E that together support a slightly higher long-term valuation. What’s in the News for Valeo Valeo and Nissan signed a major contract for the commercialization of Valeo's smart unidirectional (V1G) and bidirectional (V2G) AC charging stations in Europe, starting with the United Kingdom.
Narratiefupdate • Jun 09
FR: Electrification And AI Partnership Expansion Will Support Re Rated Profile
Analysts have modestly raised their price target for Valeo to €18.84 from €18.79, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Valeo shares have risen nearly 60% over the past month, drawing increased attention to the company’s focus on electrification, ADAS, software and smart lighting solutions.Narratiefupdate • May 26
FR: Future Returns Will Depend On Delivering 2026 Earnings Within Guidance
Analysts have lifted their fair value estimate for Valeo to €14 from €11, reflecting updated views on its revenue growth profile, profit margins, and future P/E assumptions. Analyst Commentary The new fair value estimate of €14 lines up with the latest published price target, but the underlying research still highlights several areas where investors may want to stay cautious.Narratiefupdate • May 03
FR: Higher Earnings Quality And AI Partnerships Will Support Re Rated Profile
Analysts have lifted their price target on Valeo to €14 from €11, citing modest adjustments to fair value, revenue growth, profit margin assumptions, and future P/E expectations as reasons to stay constructive on the shares. Analyst Commentary Bullish analysts lifting the price target to €14 are signalling stronger conviction that Valeo's current share price does not fully reflect their updated view on fair value, especially after revisiting revenue, margin, and P/E assumptions.
Narratiefupdate • Apr 19
FR: Higher P E Framework And Edge Computing Expansion Will Shape Future Performance
Analysts have raised their price target on Valeo to €14 from €11. The updated fair value, margin, and P/E assumptions in the model reflect a more constructive view on the shares.Analyse-artikel • Apr 07
We Think Valeo's (EPA:FR) Solid Earnings Are Understated
Shareholders appeared to be happy with Valeo SE's ( EPA:FR ) solid earnings report last week. According to our analysis...Narratiefupdate • Apr 05
FR: Higher P E Expectations And Edge Computing Ventures Will Shape Future Performance
The analyst price target for Valeo has moved higher, with recent Street estimates clustering in the €13.50 to €14 range, as analysts factor in updated revenue growth assumptions and P/E expectations while keeping margin expectations broadly similar. Analyst Commentary Recent research points to a tighter cluster of price targets around €13.50 to €14, which lines up with the latest adjustments from several large banks.Narratiefupdate • Mar 22
FR: Higher Fair Value Assumptions Will Support Re Rated Earnings Profile
The analyst price target for Valeo is updated to €13.50 from €11, reflecting analysts' use of slightly higher fair value and P/E assumptions, along with recent target increases across several research houses. Analyst Commentary Recent Street research on Valeo points to a more constructive tone, with several bullish analysts lifting their price targets in close succession.Narratiefupdate • Mar 07
FR: Future Returns Will Likely Hinge On Executing 2026 Margin Guidance
Analysts have nudged our fair value for Valeo up from €9.0 to €10.0 per share, reflecting recent price target increases to around €13 to €14 and updated views on revenue growth, profit margins, and the appropriate future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Valeo, with several houses now anchoring their fair value views in the €13 to €14 range.Narratiefupdate • Feb 21
FR: Divisional Mix And Edge Computing Ventures Will Shape Future Performance
Analysts have raised their price target for Valeo to about €12.34 from €11.93, citing recent target increases from major banks along with slightly different assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research updates point to a slightly higher fair value range for Valeo shares, with revised targets around €12.34 and one bullish call at €13.50.Narratiefupdate • Feb 07
FR: Future Returns Will Likely Be Capped By Execution Risk After Renault Exit
Narrative Update: Valeo Analyst Target Move Analysts have lifted their blended price target on Valeo by about €1, reflecting updated views on slightly higher revenue growth, modestly improved profit margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has focused on recalibrating Valeo’s potential upside rather than making sweeping calls on the business.Narratiefupdate • Jan 24
FR: Future Returns Will Likely Be Constrained By Divisional Mix And Lost Renault Project
Narrative Update The analyst price target for Valeo has been raised by €1, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower future P/E as cited by recent Street research from multiple firms. Analyst Commentary Recent Street research on Valeo points to a mixed tone.Analyse-artikel • Jan 15
When Should You Buy Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it received a lot of attention from a substantial price...Narratiefupdate • Jan 09
FR: Future Returns Will Likely Be Limited By Divisional Mix And Project Setbacks
Analysts have raised their price expectations for Valeo, with recent Street research increasing targets to €13.50 and €10.35. These revisions are based on updated assumptions for stronger revenue growth, higher profit margins and a lower future P/E of 5.20 compared with 7.14 previously.Analyse-artikel • Dec 31
Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Narratiefupdate • Dec 26
FR: Strong Q3 Delivery Will Support Improving Margins Despite EV Contract Loss
Analysts have nudged their price targets on Valeo modestly higher, with recent revisions such as EUR 10.35 from EUR 8.80 and EUR 10.50 from EUR 10, supporting a slightly increased fair value estimate despite lingering concerns over divisional mix and margin pressure. Analyst Commentary Bullish analysts are cautiously turning more constructive on Valeo, highlighting improving fundamentals and a narrowing gap between the current share price and their reassessed fair value estimates.Narratiefupdate • Dec 12
FR: Future Returns Will Likely Be Capped By Divisional Mix Risks
Analysts have nudged their price target on Valeo higher to EUR 9.00 from EUR 8.80, reflecting stronger Q3 execution and improved confidence in the company despite ongoing divisional mix risks. Analyst Commentary Bearish analysts acknowledge that recent price target increases reflect operational progress in Q3, but emphasize that the upgrades remain measured relative to the current share price and sector peers.Narratiefupdate • Nov 28
FR: Divisional Mix Dynamics Will Shape Future Performance Amid Industry Shifts
Analysts have modestly increased their price target for Valeo, raising it from €11.85 to €11.93. This adjustment is based on recent improvements in quarterly performance and updated evaluations of future profitability and revenue growth.Narratiefupdate • Nov 14
FR: Revenue Outlook Will Improve Amid Divisional Risk And Industry Changes
Analysts have increased their price target for Valeo from €8.80 to €10.50, citing strong quarterly results and an improved revenue growth outlook, even though there are ongoing risks within the company's divisional mix. Analyst Commentary Analyst reactions to Valeo's latest results highlight both optimism regarding the company’s near-term prospects as well as continued caution regarding underlying business challenges.Analyse-artikel • Nov 13
Earnings Tell The Story For Valeo SE (EPA:FR) As Its Stock Soars 26%
The Valeo SE ( EPA:FR ) share price has done very well over the last month, posting an excellent gain of 26%. Looking...Narratiefupdate • Oct 31
FR: Momentum From Q3 Results Will Face Ongoing Execution Risks Ahead
Analysts have modestly increased their fair value estimate for Valeo from EUR 11.54 to EUR 11.79. This change is attributed to recent price target upgrades and ongoing assessment of divisional performance and growth prospects.Analyse-artikel • Oct 02
Is Now The Time To Look At Buying Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it received a lot of attention from a substantial price...Analyse-artikel • Sep 04
Valeo (EPA:FR) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyse-artikel • Aug 17
Why We're Not Concerned About Valeo SE's (EPA:FR) Share Price
ENXTPA:FR 1 Year Share Price vs Fair Value Explore Valeo's Fair Values from the Community and select yours With a...Analyse-artikel • Jul 28
Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts
Last week, you might have seen that Valeo SE ( EPA:FR ) released its half-yearly result to the market. The early...Analyse-artikel • May 16
Here's Why It's Unlikely That Valeo SE's (EPA:FR) CEO Will See A Pay Rise This Year
Key Insights Valeo will host its Annual General Meeting on 22nd of May CEO Christophe Perillat-Piratoine's total...Analyse-artikel • May 10
Investors Still Aren't Entirely Convinced By Valeo SE's (EPA:FR) Earnings Despite 32% Price Jump
Valeo SE ( EPA:FR ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last month...Analyse-artikel • May 08
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analyse-artikel • Apr 24
Valeo's (EPA:FR) Upcoming Dividend Will Be Larger Than Last Year's
Valeo SE ( EPA:FR ) will increase its dividend from last year's comparable payment on the 28th of May to €0.42. This...Analyse-artikel • Apr 21
Does Valeo (EPA:FR) 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...
Nieuw narratief • Apr 06
Electrification And ADAS Will Unlock Future Opportunities In 2025
Valeo's focus on electrification, ADAS, and smart lighting enhances its market position, driving future revenue growth.Analyse-artikel • Apr 03
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analyse-artikel • Mar 07
Some Investors May Be Willing To Look Past Valeo's (EPA:FR) Soft Earnings
Investors were disappointed with the weak earnings posted by Valeo SE ( EPA:FR ). Despite the soft profit numbers, our...Analyse-artikel • Mar 01
Many Still Looking Away From Valeo SE (EPA:FR)
It's not a stretch to say that Valeo SE's ( EPA:FR ) price-to-earnings (or "P/E") ratio of 15x right now seems quite...Analyse-artikel • Feb 10
Returns At Valeo (EPA:FR) Appear To Be Weighed Down
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Analyse-artikel • Jan 15
Is Valeo SE (EPA:FR) Potentially Undervalued?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it saw a significant share price rise of 30% in the past...Analyse-artikel • Dec 09
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyse-artikel • Nov 08
Valeo SE (EPA:FR) Shares Could Be 29% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Valeo is €13.04 based on 2 Stage Free Cash Flow to Equity Valeo is estimated...Analyse-artikel • Oct 23
Valeo (EPA:FR) Has More To Do To Multiply In Value Going Forward
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyse-artikel • Oct 08
Valeo SE (EPA:FR) Might Not Be As Mispriced As It Looks
With a price-to-earnings (or "P/E") ratio of 10.1x Valeo SE ( EPA:FR ) may be sending bullish signals at the moment...Analyse-artikel • Sep 23
When Should You Buy Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it saw a decent share price growth of 10% on the ENXTPA over...Analyse-artikel • Sep 07
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyse-artikel • Jul 28
Valeo SE Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next
Investors in Valeo SE ( EPA:FR ) had a good week, as its shares rose 9.7% to close at €10.35 following the release of...Analyse-artikel • Jul 24
Investors Could Be Concerned With Valeo's (EPA:FR) Returns On Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Analyse-artikel • Jul 02
Investors Holding Back On Valeo SE (EPA:FR)
With a price-to-earnings (or "P/E") ratio of 11.1x Valeo SE ( EPA:FR ) may be sending bullish signals at the moment...Analyse-artikel • May 21
Valeo's (EPA:FR) Shareholders Will Receive A Bigger Dividend Than Last Year
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | €201m |
| Mar 31 2026 | n/a | n/a | €201m |
| Dec 31 2025 | €4m | €975k | €200m |
| Sep 30 2025 | n/a | n/a | €163m |
| Jun 30 2025 | n/a | n/a | €125m |
| Mar 31 2025 | n/a | n/a | €144m |
| Dec 31 2024 | €4m | €975k | €162m |
| Sep 30 2024 | n/a | n/a | €203m |
| Jun 30 2024 | n/a | n/a | €243m |
| Mar 31 2024 | n/a | n/a | €232m |
| Dec 31 2023 | €4m | €975k | €221m |
| Sep 30 2023 | n/a | n/a | €309m |
| Jun 30 2023 | n/a | n/a | €397m |
| Mar 31 2023 | n/a | n/a | €314m |
| Dec 31 2022 | €3m | €958k | €230m |
| Sep 30 2022 | n/a | n/a | €134m |
| Jun 30 2022 | n/a | n/a | €37m |
| Mar 31 2022 | n/a | n/a | €106m |
| Dec 31 2021 | €2m | €434k | €175m |
Compensatie versus markt: De totale vergoeding ($USD 4.77M ) Christophe } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de French markt ($USD 2.45M ).
Compensatie versus inkomsten: De vergoeding van Christophe is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Christophe Perillat-Piratoine (61 yo)
15.4yrs
Tenure
€4,133,753
Compensatie
Mr. Christophe Perillat-Piratoine has been the Chief Executive Officer of Valeo SE since January 26, 2022, and its Director since May 26, 2021. He served as the Deputy Chief Executive Officer of Valeo SE f...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 15.4yrs | €4.13m | 0.15% € 5.4m | |
| Chief Financial Officer | 2.6yrs | geen gegevens | geen gegevens | |
| Group Vice President of Financial Communication & Investor Relations | no data | geen gegevens | geen gegevens | |
| Chief Ethics | 14.6yrs | geen gegevens | geen gegevens | |
| Group General Counsel & General Secretary | 11.6yrs | geen gegevens | geen gegevens | |
| Chief Communications & Sustainability Officer | no data | geen gegevens | geen gegevens | |
| Chief Sales & Business Development Officer | no data | geen gegevens | geen gegevens | |
| Chief Executive Officer of Valeo Service Activity | 10.6yrs | geen gegevens | geen gegevens | |
| CEO of Valeo Brain Division & Executive VP of Valeo Group | 2.3yrs | geen gegevens | geen gegevens | |
| Group Executive VP & CEO of POWER Division | 10.8yrs | geen gegevens | geen gegevens | |
| Chief Technical Officer of North America | 9.8yrs | geen gegevens | geen gegevens | |
| Chief Purchasing Officer | no data | geen gegevens | geen gegevens |
10.7yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van FR is doorgewinterd en ervaren (gemiddelde ambtstermijn van 10.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 5.3yrs | €4.13m | 0.15% € 5.4m | |
| Independent Director | 7.3yrs | €76.00k | 0.0048% € 176.1k | |
| Independent Director | 7.2yrs | €73.00k | geen gegevens | |
| Independent Chairman | 8.3yrs | €363.73k | 0.0036% € 130.3k | |
| Independent Director | 8.8yrs | €64.00k | 0.0012% € 45.1k | |
| Independent Director | 10.3yrs | €79.00k | 0.00099% € 36.0k | |
| Independent Director | 10.3yrs | €58.00k | 0.00062% € 22.6k | |
| Independent Director | 3.6yrs | €67.00k | 0.00062% € 22.6k | |
| Employee Representative Director | 2.3yrs | €64.00k | 0.0010% € 37.8k | |
| Independent Director - Permanent Representative of the Fonds Stratégique de Participations | 6.4yrs | €82.00k | geen gegevens | |
| Employee Representative Director | 5.8yrs | €61.00k | 0.00018% € 6.5k | |
| Employee Representative Director | 5.2yrs | €61.00k | geen gegevens |
6.8yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van FR wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/06 17:47 |
| Aandelenkoers aan het einde van de dag | 2026/08/06 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Valeo SE wordt gevolgd door 30 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Erwann Dagorne | Barclays |
| Michael Tyndall | Barclays |
| Romain Gourvil | Berenberg |