ML Share Price Performance
€34.87
2.70 (8.39%)
5.4% overvalued intrinsic discount
€33.09
Fair Value
Price €34.87
AnalystConsensusTarget €33.09
AnalystHighTarget €40.00
AnalystLowTarget €28.00
Fair Value€33.09
Share Pricen/a
Narrative Update • Jul 08
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 45 Fair Values set on narratives written by author
ML Community Narratives
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Fair Value
·Fair Value €33.09 5.4% overvalued intrinsic discount
Analyst Commentary Highlights Lower Price Target and Cautious Outlook for Michelin Shares
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21users have followed this narrative
AN
Fair Value
·Fair Value €40 12.8% undervalued intrinsic discount
Emerging Markets And Electrification Will Transform Global Mobility
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1users have followed this narrative
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Fair Value
·Fair Value €28 24.5% overvalued intrinsic discount
Autonomous And Electric Trends Will Cut Tire Demand
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Autonomous And Electric Trends Will Cut Tire Demand
Big shifts in how people get around—like shared rides, self-driving vehicles, and electric cars—could mean fewer tire changes over time, putting pressure on Michelin’s sales and pricing. At the same time, the company’s push into premium tires, specialty markets, and cost-cutting could help it hold up better than the bears expect.Read more
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€28
24.5% overvalued intrinsic discount
Fair Value
Revenue
1.46% p.a.
Profit Margin
7.51%
Future PE
11.13x
Price in 2029
€35.7
Emerging Markets And Electrification Will Transform Global Mobility
Michelin is building more of its business around fleet services, connected mobility, and partnerships with electric car makers, which could make earnings steadier and help it keep charging premium prices. But changing driving habits, rising rules and taxes, and tougher low-cost competition could squeeze profits if costs rise faster than customers will accept.Read more
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€40
12.8% undervalued intrinsic discount
Fair Value
Revenue
6.75% p.a.
Profit Margin
9.77%
Future PE
10.51x
Price in 2029
€51.06
Analyst Commentary Highlights Lower Price Target and Cautious Outlook for Michelin Shares
Michelin is cutting and reshaping its factory network while pushing new tire designs aimed at electric and eco-focused vehicles, which could help it defend prices and lift profits over time. But the story has a catch: currency swings, tougher rules, and cheaper rivals could squeeze results if demand or cost savings don’t play out.Read more
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€33.09
5.4% overvalued intrinsic discount
Fair Value
Revenue
3.05% p.a.
Profit Margin
8.39%
Future PE
11.25x
Price in 2029
€42.19
Trending Discussion
Recently Updated Narratives
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ML: Divided Street Views And Higher P E Multiple Will Cap Upside
Fair Value: €28 24.5% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
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ML: Execution And Cash Generation Will Support Re Rating Toward 40 Fair Value
Fair Value: €40 12.8% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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ML: Premium Mix And Cash Discipline Will Support Resilient Fair Value Outlook
Fair Value: €33.09 5.4% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
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Snowflake Analysis
Compagnie Générale des Établissements Michelin Société en commandite par actions Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 27, 2026
- 2.44
- 27.00%
- 6.39%
- 31.3%
About ML
- Founded
- 1863
- Employees
- 117495
- CEO
- WebsiteView website
Compagnie Générale des Établissements Michelin Société en commandite par actions engages in the manufacture and sale of tires worldwide. It operates through Automotive & Two-wheel, Road Transportation, and Specialties segments. The company offers connected solutions for business fleets; and licenses car and bicycle accessories, collectibles, and sports and recreational gears. It also provides tire-related services; mobility services, such as road maps and itineraries, mobile apps, and travel guides. The company was incorporated in 1863 and is headquartered in Clermont-Ferrand, France.
