Compagnie Générale des Établissements Michelin Société en commandite par actions Stock Price

ML Community Fair Values

• AN

  

  AnalystLowTarget

  Consensus Narrative from 13 Analysts

  Falling Tire Demand And Rising Costs Will Undermine Margins

  Key Takeaways Demand for replacement tires faces structural headwinds from electric vehicles, shared mobility, and lower private vehicle ownership, pressuring long-term revenue sustainability. Margin pressures mount due to intensified competition, rising sustainability costs, and capital investment needs, constraining pricing power, cash flow, and shareholder returns.

  €28.00

  FV

  10.6% overvalued intrinsic discount

  1.43%

  Revenue growth p.a.

  1users have liked this narrative

  0users have commented on this narrative

  1users have followed this narrative

  10 days ago author updated this narrative
• AN

  

  AnalystHighTarget

  Consensus Narrative from 13 Analysts

  Electrification And Sustainability Will Shape Thriving Tire Markets

  Key Takeaways Michelin's leadership in data-driven services, sustainability, and premium segments positions it for higher margins and accelerated market share despite analyst underestimation. Heavy investments in electrification and global expansion, alongside operational efficiencies, will drive robust growth, enhanced cash flow, and competitive advantage.

  €43.00

  FV

  28.0% undervalued intrinsic discount

  4.14%

  Revenue growth p.a.

  0users have liked this narrative

  0users have commented on this narrative

  0users have followed this narrative

  10 days ago author updated this narrative
• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 13 Analysts

  Streamlined Manufacturing And Sustainability Will Fuel Future Progress

  Key Takeaways Streamlined manufacturing, sustainability leadership, and innovation in EV and eco-friendly tires position Michelin for margin expansion, stronger pricing power, and long-term growth. Diversification in China and services expansion support stable revenues and lessen dependence on mature markets amid global urbanization and rising replacement demand.

  €36.18

  FV

  14.4% undervalued intrinsic discount

  2.92%

  Revenue growth p.a.

  0users have liked this narrative

  0users have commented on this narrative

  14users have followed this narrative

  3 days ago author updated this narrative