ML Share Price Performance
€27.06
-3.87 (-12.51%)
3.4% undervalued intrinsic discount
€28.00
Fair Value
Price €27.06
AnalystLowTarget €28.00
AnalystHighTarget €43.00
AnalystConsensusTarget €31.44
Fair Value€28.00
Share Pricen/a
- 3 Narratives written by author
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- 31 Fair Values set on narratives written by author
ML Community Narratives
AN
Fair Value €28 3.4% undervalued intrinsic discount
Autonomous And Electric Trends Will Cut Tire Demand
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AN
Fair Value €43 37.1% undervalued intrinsic discount
Emerging Markets And Electrification Will Transform Global Mobility
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AN
Fair Value €31.6 n/aintrinsic discount
Analyst Commentary Highlights Lower Price Target and Cautious Outlook for Michelin Shares
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Analyst Commentary Highlights Lower Price Target and Cautious Outlook for Michelin Shares
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.Read more
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AN
€31.6
n/aintrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
2.55% p.a.
Profit Margin
9.08%
Future PE
10.91x
Share price in 2028
€40.49
Autonomous And Electric Trends Will Cut Tire Demand
Key Takeaways New mobility trends, electric vehicle adoption, and direct OEM sales threaten long-term tire demand, pricing power, and revenue potential for Michelin. Rising competition, regulatory costs, and capital requirements will constrain profitability, market share, free cash flow, and the ability to invest in growth or returns.Read more
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AN
€28
3.4% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
1.5% p.a.
Profit Margin
9.18%
Future PE
9.64x
Share price in 2028
€35.04
Emerging Markets And Electrification Will Transform Global Mobility
Key Takeaways Expansion of high-margin service, sustainability leadership, and integration with electric vehicle makers positions Michelin for superior growth, pricing power, and smoother earnings. Accelerated margin improvement, strong cash flow, and underleveraged balance sheet enable rapid restructuring gains and acquisition-driven diversification beyond tires.Read more
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AN
€43
37.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
3.94% p.a.
Profit Margin
11.22%
Future PE
11.27x
Share price in 2028
€53.81
Recently Updated Narratives
AN
Analyst Commentary Highlights Lower Price Target and Cautious Outlook for Michelin Shares
Fair Value: €31.6 0% overvalued intrinsic discount
16 followersusers have followed this narrative
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AN
Autonomous And Electric Trends Will Cut Tire Demand
Fair Value: €28 3.4% undervalued intrinsic discount
1 followerusers have followed this narrative
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AN
Emerging Markets And Electrification Will Transform Global Mobility
Fair Value: €43 37.1% undervalued intrinsic discount
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Snowflake Analysis
Compagnie Générale des Établissements Michelin Société en commandite par actions Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Feb 11, 2026
- 2.24
- 27.60%
- 5.83%
- 36.6%
About ML
- Founded
- 1863
- Employees
- 121000
- CEO
- WebsiteView website
Compagnie Générale des Établissements Michelin Société en commandite par actions engages in the manufacture and sale of tires worldwide. The company offers connected solutions for commercial fleets; and licenses automobile and bicycle accessories, collectibles, and sporting and leisure equipment. It also provides tire-related services; mobility services, such as road maps, mobile apps, driving directions, and travel guides. The company was incorporated in 1863 and is based in Clermont-Ferrand, France.
