Valeo Management
Management criteria checks 3/4
Valeo's CEO is Christophe Perillat-Piratoine, appointed in Mar 2011, has a tenure of 15.17 years. total yearly compensation is €4.13M, comprised of 23.6% salary and 76.4% bonuses, including company stock and options. directly owns 0.12% of the company’s shares, worth €2.98M. The average tenure of the management team and the board of directors is 10.3 years and 6.5 years respectively.
Key information
Christophe Perillat-Piratoine
Chief executive officer
€4.1m
Total compensation
| CEO salary percentage | 23.59% |
| CEO tenure | 15.2yrs |
| CEO ownership | 0.1% |
| Management average tenure | 10.3yrs |
| Board average tenure | 6.5yrs |
Recent management updates
Recent updates
FR: Higher P E Framework And Edge Computing Expansion Will Shape Future Performance
Analysts have raised their price target on Valeo to €14 from €11. The updated fair value, margin, and P/E assumptions in the model reflect a more constructive view on the shares.We Think Valeo's (EPA:FR) Solid Earnings Are Understated
Apr 07
FR: Higher P E Expectations And Edge Computing Ventures Will Shape Future Performance
The analyst price target for Valeo has moved higher, with recent Street estimates clustering in the €13.50 to €14 range, as analysts factor in updated revenue growth assumptions and P/E expectations while keeping margin expectations broadly similar. Analyst Commentary Recent research points to a tighter cluster of price targets around €13.50 to €14, which lines up with the latest adjustments from several large banks.
FR: Higher Fair Value Assumptions Will Support Re Rated Earnings Profile
The analyst price target for Valeo is updated to €13.50 from €11, reflecting analysts' use of slightly higher fair value and P/E assumptions, along with recent target increases across several research houses. Analyst Commentary Recent Street research on Valeo points to a more constructive tone, with several bullish analysts lifting their price targets in close succession.
FR: Future Returns Will Likely Hinge On Executing 2026 Margin Guidance
Analysts have nudged our fair value for Valeo up from €9.0 to €10.0 per share, reflecting recent price target increases to around €13 to €14 and updated views on revenue growth, profit margins, and the appropriate future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Valeo, with several houses now anchoring their fair value views in the €13 to €14 range.FR: Divisional Mix And Edge Computing Ventures Will Shape Future Performance
Analysts have raised their price target for Valeo to about €12.34 from €11.93, citing recent target increases from major banks along with slightly different assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research updates point to a slightly higher fair value range for Valeo shares, with revised targets around €12.34 and one bullish call at €13.50.FR: Future Returns Will Likely Be Capped By Execution Risk After Renault Exit
Narrative Update: Valeo Analyst Target Move Analysts have lifted their blended price target on Valeo by about €1, reflecting updated views on slightly higher revenue growth, modestly improved profit margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has focused on recalibrating Valeo’s potential upside rather than making sweeping calls on the business.FR: Future Returns Will Likely Be Constrained By Divisional Mix And Lost Renault Project
Narrative Update The analyst price target for Valeo has been raised by €1, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower future P/E as cited by recent Street research from multiple firms. Analyst Commentary Recent Street research on Valeo points to a mixed tone.When Should You Buy Valeo SE (EPA:FR)?
Jan 15FR: Future Returns Will Likely Be Limited By Divisional Mix And Project Setbacks
Analysts have raised their price expectations for Valeo, with recent Street research increasing targets to €13.50 and €10.35. These revisions are based on updated assumptions for stronger revenue growth, higher profit margins and a lower future P/E of 5.20 compared with 7.14 previously.Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital
Dec 31FR: Strong Q3 Delivery Will Support Improving Margins Despite EV Contract Loss
Analysts have nudged their price targets on Valeo modestly higher, with recent revisions such as EUR 10.35 from EUR 8.80 and EUR 10.50 from EUR 10, supporting a slightly increased fair value estimate despite lingering concerns over divisional mix and margin pressure. Analyst Commentary Bullish analysts are cautiously turning more constructive on Valeo, highlighting improving fundamentals and a narrowing gap between the current share price and their reassessed fair value estimates.FR: Future Returns Will Likely Be Capped By Divisional Mix Risks
Analysts have nudged their price target on Valeo higher to EUR 9.00 from EUR 8.80, reflecting stronger Q3 execution and improved confidence in the company despite ongoing divisional mix risks. Analyst Commentary Bearish analysts acknowledge that recent price target increases reflect operational progress in Q3, but emphasize that the upgrades remain measured relative to the current share price and sector peers.FR: Divisional Mix Dynamics Will Shape Future Performance Amid Industry Shifts
Analysts have modestly increased their price target for Valeo, raising it from €11.85 to €11.93. This adjustment is based on recent improvements in quarterly performance and updated evaluations of future profitability and revenue growth.FR: Revenue Outlook Will Improve Amid Divisional Risk And Industry Changes
Analysts have increased their price target for Valeo from €8.80 to €10.50, citing strong quarterly results and an improved revenue growth outlook, even though there are ongoing risks within the company's divisional mix. Analyst Commentary Analyst reactions to Valeo's latest results highlight both optimism regarding the company’s near-term prospects as well as continued caution regarding underlying business challenges.Earnings Tell The Story For Valeo SE (EPA:FR) As Its Stock Soars 26%
Nov 13FR: Momentum From Q3 Results Will Face Ongoing Execution Risks Ahead
Analysts have modestly increased their fair value estimate for Valeo from EUR 11.54 to EUR 11.79. This change is attributed to recent price target upgrades and ongoing assessment of divisional performance and growth prospects.Is Now The Time To Look At Buying Valeo SE (EPA:FR)?
Oct 02Valeo (EPA:FR) Takes On Some Risk With Its Use Of Debt
Sep 04Why We're Not Concerned About Valeo SE's (EPA:FR) Share Price
Aug 17Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts
Jul 28Here's Why It's Unlikely That Valeo SE's (EPA:FR) CEO Will See A Pay Rise This Year
May 16Investors Still Aren't Entirely Convinced By Valeo SE's (EPA:FR) Earnings Despite 32% Price Jump
May 10Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
May 08Valeo's (EPA:FR) Upcoming Dividend Will Be Larger Than Last Year's
Apr 24Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Apr 21
Electrification And ADAS Will Unlock Future Opportunities In 2025
Valeo's focus on electrification, ADAS, and smart lighting enhances its market position, driving future revenue growth.Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Apr 03Some Investors May Be Willing To Look Past Valeo's (EPA:FR) Soft Earnings
Mar 07Many Still Looking Away From Valeo SE (EPA:FR)
Mar 01Returns At Valeo (EPA:FR) Appear To Be Weighed Down
Feb 10Is Valeo SE (EPA:FR) Potentially Undervalued?
Jan 15These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Dec 09Valeo SE (EPA:FR) Shares Could Be 29% Below Their Intrinsic Value Estimate
Nov 08Valeo (EPA:FR) Has More To Do To Multiply In Value Going Forward
Oct 23Valeo SE (EPA:FR) Might Not Be As Mispriced As It Looks
Oct 08When Should You Buy Valeo SE (EPA:FR)?
Sep 23Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Sep 07Valeo SE Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next
Jul 28Investors Could Be Concerned With Valeo's (EPA:FR) Returns On Capital
Jul 24Investors Holding Back On Valeo SE (EPA:FR)
Jul 02Valeo's (EPA:FR) Shareholders Will Receive A Bigger Dividend Than Last Year
May 21Valeo (EPA:FR) Is Increasing Its Dividend To €0.40
Apr 28Is Valeo SE (EPA:FR) Potentially Undervalued?
Apr 11Valeo (EPA:FR) Will Be Hoping To Turn Its Returns On Capital Around
Mar 25These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Mar 02Investors Aren't Entirely Convinced By Valeo SE's (EPA:FR) Revenues
Dec 23Returns On Capital At Valeo (EPA:FR) Paint A Concerning Picture
Dec 06At €13.87, Is It Time To Put Valeo SE (EPA:FR) On Your Watch List?
Nov 06Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Oct 06CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | €4m | €975k | €200m |
| Sep 30 2025 | n/a | n/a | €163m |
| Jun 30 2025 | n/a | n/a | €125m |
| Mar 31 2025 | n/a | n/a | €144m |
| Dec 31 2024 | €4m | €975k | €162m |
| Sep 30 2024 | n/a | n/a | €203m |
| Jun 30 2024 | n/a | n/a | €243m |
| Mar 31 2024 | n/a | n/a | €232m |
| Dec 31 2023 | €4m | €975k | €221m |
| Sep 30 2023 | n/a | n/a | €309m |
| Jun 30 2023 | n/a | n/a | €397m |
| Mar 31 2023 | n/a | n/a | €314m |
| Dec 31 2022 | €3m | €958k | €230m |
| Sep 30 2022 | n/a | n/a | €134m |
| Jun 30 2022 | n/a | n/a | €37m |
| Mar 31 2022 | n/a | n/a | €106m |
| Dec 31 2021 | €2m | €434k | €175m |
Compensation vs Market: Christophe's total compensation ($USD4.84M) is above average for companies of similar size in the French market ($USD2.29M).
Compensation vs Earnings: Christophe's compensation has been consistent with company performance over the past year.
CEO
Christophe Perillat-Piratoine (60 yo)
15.2yrs
Tenure
€4,133,753
Compensation
Mr. Christophe Perillat-Piratoine has been the Chief Executive Officer of Valeo SE since January 26, 2022, and its Director since May 26, 2021. He served as the Deputy Chief Executive Officer of Valeo SE f...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 15.2yrs | €4.13m | 0.12% € 3.0m | |
| Chief Financial Officer | 2.3yrs | no data | no data | |
| Group Vice President of Financial Communication & Investor Relations | no data | no data | no data | |
| Chief Ethics | 14.3yrs | no data | no data | |
| Group General Counsel & General Secretary | 11.3yrs | no data | no data | |
| Chief Communications & Sustainability Officer | no data | no data | no data | |
| Chief Sales & Business Development Officer | no data | no data | no data | |
| Group Chief Human Resources Officer | 3.8yrs | no data | no data | |
| Chief Executive Officer of Valeo Service Activity | 10.3yrs | no data | no data | |
| CEO of Valeo Light Division & Valeo Group Executive VP | 2.1yrs | no data | no data | |
| CEO of Valeo Brain Division & Executive VP of Valeo Group | 2.1yrs | no data | no data | |
| Group Executive VP & CEO of POWER Division | 10.5yrs | no data | no data |
10.3yrs
Average Tenure
57yo
Average Age
Experienced Management: FR's management team is seasoned and experienced (10.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 5yrs | €4.13m | 0.12% € 3.0m | |
| Independent Director | 7yrs | €76.00k | 0.0048% € 124.9k | |
| Independent Director | 6.9yrs | €73.00k | no data | |
| Independent Chairman | 8yrs | €363.73k | 0.0036% € 92.2k | |
| Independent Director | 8.6yrs | €64.00k | 0.0012% € 32.1k | |
| Independent Director | 10yrs | €79.00k | 0.00098% € 25.4k | |
| Independent Director | 10yrs | €58.00k | 0.00062% € 16.1k | |
| Independent Director | 3.3yrs | €67.00k | 0.00062% € 16.1k | |
| Employee Representative Director | 2yrs | €64.00k | 0.0010% € 26.7k | |
| Independent Director - Permanent Representative of the Fonds Stratégique de Participations | 6.2yrs | €82.00k | no data | |
| Employee Representative Director | 5.5yrs | €61.00k | 0.00013% € 3.4k | |
| Employee Representative Director | 4.9yrs | €61.00k | 0.000020% € 518.1 |
6.5yrs
Average Tenure
57yo
Average Age
Experienced Board: FR's board of directors are considered experienced (6.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 12:27 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Valeo SE is covered by 31 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Erwann Dagorne | Barclays |
| Michael Tyndall | Barclays |
| Romain Gourvil | Berenberg |