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

  12.1% overvalued intrinsic discount

  1.43%

  Revenue growth p.a.

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  5 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

  27.0% undervalued intrinsic discount

  4.14%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 13 Analysts

  AI Partnerships And Cutting-Edge Products Will Shape The Future Of B2B Markets

  Key Takeaways Expansion into services and experiences, and strategic partnerships are likely to boost revenue by diversifying offerings beyond traditional tire sales. Focus on innovative polymer solutions and high-margin products is expected to enhance revenue, net margins, and operating income.

  €36.22

  FV

  13.4% undervalued intrinsic discount

  1.95%

  Revenue growth p.a.

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  5 days ago author updated this narrative