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Valeo SE Stock Price

ENXTPA:FR Community·€2.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

FR Share Price Performance

€10.40
2.82 (37.17%)
€12.34
Fair Value
€10.40
2.82 (37.17%)
15.7% undervalued intrinsic discount
€12.34
Fair Value
Price €10.40
AnalystConsensusTarget €12.34
AnalystLowTarget €10.00
AnalystHighTarget €18.97

FR Community Narratives

AnalystConsensusTarget·
Fair Value €12.34 15.7% undervalued intrinsic discount

FR: Momentum From Q3 Results Will Face Ongoing Execution Risks Ahead

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AnalystLowTarget·
Fair Value €10 4.0% overvalued intrinsic discount

High-Voltage Setbacks And Trade Tensions Will Crimp Future Outlook

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AnalystHighTarget·
Fair Value €18.97 45.2% undervalued intrinsic discount

Accelerated Electrification And ADAS Will Fuel Global Mobility Shift

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€18.97
45.2% undervalued intrinsic discount
Revenue
3.2% p.a.
Profit Margin
3.3%
Future PE
8.43x
Price in 2029
€26.8
€10
4.0% overvalued intrinsic discount
Revenue
1.2% p.a.
Profit Margin
1.54%
Future PE
11.3x
Price in 2029
€14.11
€12.34
15.7% undervalued intrinsic discount
Revenue
1.04% p.a.
Profit Margin
2.64%
Future PE
7.44x
Price in 2029
€17.44

Trending Discussion

Updated Narratives

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FR: Higher Fair Value Assumptions Will Support Re Rated Earnings Profile

Fair Value: €18.97 45.2% undervalued intrinsic discount
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FR: Future Returns Will Likely Hinge On Executing 2026 Margin Guidance

Fair Value: €10 4.0% overvalued intrinsic discount
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FR: Divisional Mix And Edge Computing Ventures Will Shape Future Performance

Fair Value: €12.34 15.7% undervalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet and fair value.

3 Risks
3 Rewards

Valeo SE Key Details

€20.9b

Revenue

€16.7b

Cost of Revenue

€4.2b

Gross Profit

€4.0b

Other Expenses

€200.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 22, 2026
0.82
20.23%
0.96%
143.6%
View Full Analysis

About FR

Founded
1923
Employees
87115
CEO
Christophe Perillat-Piratoine
WebsiteView website
www.valeo.com

Valeo SE, a technology company, designs, produces, and sells products and systems for the automotive markets in France, other European countries, Africa, North America, South America, and Asia. It operates through three segments: Power, Brain, and Light. The Power segment offers automotive thermal systems, including electric vehicle (EV) cooling systems, which comprise XL plate liquid coolers, high performance chillers, electrically driven compressors, front end cooling modules, and air intake modules; EV range extension, which includes heat pump systems, flexheater, and ultra-thin HVAC; thermal management of EV battery systems comprising battery coolers and composite battery casing. This segment also develops thermal comfort solutions, such as smart cocoon demo car, Valeo odor free, air-conditioning loop, active grille shutter, and HVAC unit; and air quality systems, which include PM sensor, Cabin filt’air range, and two-vane rotary compressors, as well as UV air purifiers for public transport. The Brain segment offers driving assistance systems that design ultrasonic sensors, radars, and cameras, including Valeo Scala Lidar, Valeo 360VUE, Park4U, an automated parking system, Valeo Xtravue trailer, front cameras, and domain controllers; intuitive controls, such as heads-up display, interior cocoon, display, and steering wheel hub; connectivity solutions, which include vehicle telematics systems; and access solution such as, phone as key, and passive entry passive start systems. The Light segment provides lighting system solutions, such as picturebeam moonlighic, 360° light projection on the ground, LED rear lighting, front and rear fascias, non-blinding road beams; and wiper systems including, sensor cleaning systems, aquablade, and remote clean4U. The company also offers aftermarket services, original equipment spares, and spare parts and services. The company was incorporated in 1923 and is headquartered in Paris, France.

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