OPmobility SE

ENXTPA:OPM Stock Report

Market Cap: €2.1b

OPmobility Management

Management criteria checks 2/4

OPmobility's CEO is Félicie Burelle, appointed in Nov 2025, has a tenure of less than a year. total yearly compensation is €2.90M, comprised of 31.2% salary and 68.8% bonuses, including company stock and options. directly owns 0.03% of the company’s shares, worth €647.81K. The average tenure of the management team and the board of directors is 1.4 years and 9.8 years respectively.

Key information

Félicie Burelle

Chief executive officer

€2.9m

Total compensation

CEO salary percentage31.21%
CEO tenureless than a year
CEO ownership0.03%
Management average tenure1.4yrs
Board average tenure9.8yrs

Recent management updates

Analysis Article Apr 17

Shareholders Will Probably Hold Off On Increasing OPmobility SE's (EPA:OPM) CEO Compensation For The Time Being

Key Insights OPmobility to hold its Annual General Meeting on 24th of April Total pay for CEO Laurent Favre includes...

Recent updates

Narrative Update Jun 01

OPM: Elevated Margin Aims Will Face Rising Discount Rate Risk

Analysts have kept their average price target for OPmobility broadly steady at €10.00, indicating small tweaks in assumptions around discount rate, revenue growth, profit margins and future P/E rather than a major shift in the outlook. What's in the News OPmobility has scheduled a Special/Extraordinary Shareholders Meeting for April 23, 2026, at Pavillon Dauphine, 2 place du Maréchal de Lattre de Tassigny, Paris, France (Key Developments).
Narrative Update May 16

OPM: Higher Fair Value And New Contract Wins Will Shape Future Performance

OPmobility's updated fair value estimate of €21, up from €20, reflects a modestly higher analyst price target as firms cite recent target increases to €19.50 and €21, along with slightly firmer margin assumptions despite adjusted growth and discount rate inputs. Analyst Commentary Recent Street research on OPmobility has leaned positive, with bullish analysts lifting price targets into a €19.50 to €21 range.
Narrative Update Apr 27

OPM: Future Returns Will Rely On HEV Contract Execution Over Higher P E Assumptions

Analysts have raised their target range for OPmobility to approximately €19.50 to €21, resulting in a modest reduction in the modelled fair value to €17.44 as they incorporate updated discount rates, revenue growth and profit margin assumptions, along with a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets into a higher range of €19.50 to €21, which aligns with the updated fair value estimate of €17.44 and signals greater confidence in the risk and reward profile at current levels.
Narrative Update Apr 13

OPM: Future Returns Will Rely On HEV Contract Delivery Versus Higher P E Assumptions

Narrative Update on OPmobility The updated analyst price target for OPmobility moves from €16.44 to €17.69, reflecting analysts' higher fair value and P/E assumptions following recent target increases from firms that now see the shares in a €19.50 to €21 range. Analyst Commentary Recent research is clustered around higher price targets in the €19.50 to €21 range, which feeds into the updated blended target of €17.69 and implies analysts are revisiting both valuation multiples and execution assumptions for OPmobility.
Narrative Update Mar 30

OPM: Elevated Margin Aims Will Confront HEV Contract Execution Uncertainty

Analyst price targets for OPmobility have moved higher into a €13.50 to €21 range, as analysts point to updated expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates cluster OPmobility in a higher price target range, with figures stretching from €13.50 up to €21.
Narrative Update Mar 16

OPM: Elevated Margin Hopes Will Eventually Confront HEV Contract Execution Risk

Narrative Update The updated analyst price target for OPmobility rises from €16.50 to €21. This reflects analysts' use of slightly higher discount rate, revenue growth, profit margin and future P/E assumptions, supported by recent target increases from several major banks.
Narrative Update Mar 02

OPM: Elevated Margin Hopes Will Eventually Collide With Execution And Contract Risks

Analysts have lifted our OPmobility fair value estimate from €9.20 to about €10.31, reflecting higher price targets on the stock from several banks and updated assumptions around growth, margins, discount rate and future P/E. Analyst Commentary Recent price target revisions for OPmobility cluster in a relatively tight range but come with different stances on risk and reward.
Narrative Update Feb 16

OPM: Future Returns Will Depend On Earnings Delivery Versus Refreshed Market Expectations

Narrative update on OPmobility The analyst price target for OPmobility has been raised to €13.50, supported by recent upward revisions from firms that refer to adjusted assumptions on discount rate, profit margin and future P/E, while the fair value estimate of €16.44 remains unchanged. Analyst Commentary Recent Street research on OPmobility points to a cluster of higher price targets, alongside some caution on the near term risk and reward profile.
Narrative Update Feb 02

OPM: Future Returns Will Depend On Earnings Delivery And Leadership Continuity

Analysts have raised their price targets on OPmobility, lifting our fair value estimate from €13.61 to €16.44. This change is supported by updated assumptions for discount rates, margins and future P/E multiples reflected in recent research from major banks.
Narrative Update Jan 19

OPM: Higher Fair Value And Leadership Transition Will Shape Future Share Performance

Analysts have increased their fair value estimate for OPmobility from €17.00 to €20.00, citing updated price targets from Deutsche Bank and Morgan Stanley, along with small refinements to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent price target revisions have been a key driver behind the higher fair value estimate for OPmobility.
Narrative Update Jan 05

OPM: Leadership Transition And Earnings Outlook Will Shape Future Share Performance

Analysts have lifted their price target on OPmobility to EUR 17.00 from EUR 16.30, reflecting modestly lower discount rate assumptions, slightly tempered growth and margin forecasts, and a higher expected future P E multiple. Analyst Commentary Bullish analysts highlight the recent price target increase to EUR 17.00 as a sign of growing confidence in OPmobility's execution, margin resilience, and medium term growth prospects.
Narrative Update Dec 17

OPM: Rising Margin Hopes Will Eventually Clash With Execution Risks

Analysts have raised their price target on OPmobility to EUR 17.00 from EUR 16.30. They cite a higher fair value estimate and slightly improved long term profit margin expectations, despite a modestly higher discount rate and a softer revenue growth outlook.
Narrative Update Dec 03

OPM: Future Performance Will Hinge On Earnings Delivery And Leadership Transition

Analysts have nudged their price target for OPmobility higher to EUR 17 from EUR 16.30, reflecting slightly adjusted assumptions on fair value, discount rate, and future earnings multiples. Analyst Commentary Recent research updates highlight a modestly more constructive stance on OPmobility, with bullish analysts pointing to incremental upside in both earnings power and valuation as near term execution risks appear more contained.
Narrative Update Nov 19

OPM: Future Performance Will Depend On Earnings Trajectory And Market Dynamics

Narrative Update on OPmobility Price Target Analysts have increased their price target for OPmobility from €16.30 to €17.00. This change reflects a positive outlook supported by updated fair value estimates and sustained buy recommendations in recent research.
Analysis Article Nov 14

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narrative Update Nov 05

OPM: Future Margins And Measured Risks Will Define Financial Performance

OPmobility's analyst price target has increased from €16.30 to €17.00. This reflects analysts’ view of incremental improvements in fair value and profit margin projections.
Narrative Update Oct 22

Analysts Raise OPmobility Price Target Citing Stable Margins and Improved Risk Outlook

Analysts have increased their price target for OPmobility from €16.30 to €17. The revised outlook is driven by stable profit margins and updated discount rate assumptions.
Narrative Update Oct 08

Asian And European Trends Will Moderate Overvaluation And Create Opportunity

Analysts have raised their price target for OPmobility, increasing it from EUR 16.30 to EUR 17. They cite moderate improvements in profit margin and future earnings expectations as key drivers for the update.
Analysis Article Aug 15

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analysis Article Jul 22

Take Care Before Diving Into The Deep End On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right now...
Analysis Article Jun 29

OPmobility (EPA:OPM) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article May 15

Why OPmobility SE (EPA:OPM) Could Be Worth Watching

OPmobility SE ( EPA:OPM ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
Analysis Article Apr 17

Shareholders Will Probably Hold Off On Increasing OPmobility SE's (EPA:OPM) CEO Compensation For The Time Being

Key Insights OPmobility to hold its Annual General Meeting on 24th of April Total pay for CEO Laurent Favre includes...
Analysis Article Apr 12

Fewer Investors Than Expected Jumping On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a buy right now compared...
Analysis Article Mar 20

OPmobility (EPA:OPM) Is Due To Pay A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. The dividend yield...
Analysis Article Feb 28

We Think OPmobility's (EPA:OPM) Solid Earnings Are Understated

Shareholders appeared to be happy with OPmobility SE's ( EPA:OPM ) solid earnings report last week. This reaction by...
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New Narrative Feb 23

Achieving Carbon Neutrality By 2025 Will Increase Energy Efficiency

The consolidation of business groups and focus on efficiency measures are expected to enhance operating and net margins by reducing costs.
Analysis Article Feb 23

OPmobility (EPA:OPM) Has Announced A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. Despite the cut...
Analysis Article Dec 10

Does OPmobility (EPA:OPM) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Oct 29

Is It Time To Consider Buying OPmobility SE (EPA:OPM)?

OPmobility SE ( EPA:OPM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analysis Article Sep 17

OPmobility SE's (EPA:OPM) Subdued P/E Might Signal An Opportunity

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
Analysis Article Aug 24

OPmobility (EPA:OPM) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Jul 26

OPmobility SE (EPA:OPM) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders of OPmobility SE ( EPA:OPM ) will be pleased this week, given that the stock price is up 11% to €10.33...
Analysis Article May 22

Investors Continue Waiting On Sidelines For OPmobility (EPA:POM)

With a price-to-earnings (or "P/E") ratio of 9.9x OPmobility ( EPA:POM ) may be sending bullish signals at the moment...
Analysis Article Mar 31

At €12.08, Is It Time To Put Compagnie Plastic Omnium SE (EPA:POM) On Your Watch List?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it saw a double-digit share price rise of...
Analysis Article Mar 16

Compagnie Plastic Omnium (EPA:POM) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Jan 04

Compagnie Plastic Omnium SE (EPA:POM) Screens Well But There Might Be A Catch

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Analysis Article Dec 09

Is It Time To Consider Buying Compagnie Plastic Omnium SE (EPA:POM)?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a decent...
Analysis Article Oct 16

Is Compagnie Plastic Omnium SE (EPA:POM) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €21.83 Current...
Analysis Article Sep 30

Here's Why We Think Compagnie Plastic Omnium (EPA:POM) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Aug 26

Is Compagnie Plastic Omnium SE (EPA:POM) Potentially Undervalued?

Compagnie Plastic Omnium SE ( EPA:POM ), is not the largest company out there, but it saw significant share price...
Analysis Article Aug 07

We Think Compagnie Plastic Omnium (EPA:POM) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analysis Article Jul 04

Compagnie Plastic Omnium SE's (EPA:POM) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €22.77...
Analysis Article May 17

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it received a lot of attention from a...
Analysis Article Apr 15

Does Compagnie Plastic Omnium (EPA:POM) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Mar 30

An Intrinsic Calculation For Compagnie Plastic Omnium SE (EPA:POM) Suggests It's 43% Undervalued

Key Insights Compagnie Plastic Omnium's estimated fair value is €28.41 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Jan 06

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a...

CEO Compensation Analysis

How has Félicie Burelle's remuneration changed compared to OPmobility's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025€3m€905k

€185m

Sep 30 2025n/an/a

€173m

Jun 30 2025n/an/a

€160m

Mar 31 2025n/an/a

€165m

Dec 31 2024€3m€751k

€170m

Sep 30 2024n/an/a

€166m

Jun 30 2024n/an/a

€163m

Mar 31 2024n/an/a

€163m

Dec 31 2023€2m€751k

€163m

Sep 30 2023n/an/a

€163m

Jun 30 2023n/an/a

€163m

Mar 31 2023n/an/a

€165m

Dec 31 2022€2m€651k

€168m

Sep 30 2022n/an/a

€128m

Jun 30 2022n/an/a

€88m

Mar 31 2022n/an/a

€107m

Dec 31 2021€2m€501k

€126m

Sep 30 2021n/an/a

€211m

Jun 30 2021n/an/a

€295m

Mar 31 2021n/an/a

€22m

Dec 31 2020€1m€500k

-€251m

Sep 30 2020n/an/a

-€276m

Jun 30 2020n/an/a

-€300m

Mar 31 2020n/an/a

-€21m

Dec 31 2019€75kn/a

€258m

Compensation vs Market: Félicie's total compensation ($USD3.34M) is above average for companies of similar size in the French market ($USD2.18M).

Compensation vs Earnings: Félicie's compensation has been consistent with company performance over the past year.


CEO

Félicie Burelle (47 yo)

less than a year
Tenure
€2,899,075
Compensation

Mrs. Félicie Burelle served as Senior Executive Vice President of Strategy & Development at OPmobility (formerly known as Compagnie Plastic Omnium SE) since January 2018 until January 1, 2020. She is Direc...


Leadership Team

NamePositionTenureCompensationOwnership
Félicie Burelle
CEO & Directorless than a year€2.90m0.030%
€ 647.8k
Jean Ciavatti
Managing Directorno datano datano data
Olivier Dabi
Executive VP & CFO2.3yrsno datano data
Christian Kopp
Senior Executive VP & COOless than a yearno datano data
Sandrine Ledru
Executive VP and Chief Digital & Information Officer1.4yrsno datano data
Stephanie Laval
Vice President of Strategic Planning & Investor Relationsno datano datano data
David Meneses
Executive Vice President of People & Sustainability4yrsno datano data
Marc Perraudin
Executive VP of Engineering & Programs President H2-Power Business Groupno datano datano data
Gerald Mentil
Executive VP & Chief Performance Officer3.4yrsno datano data
Christophe Marceau
Executive Vice President3.4yrsno datano data
Marissa West
Executive VP & Chairperson North America1.4yrsno datano data
Abdul Khaliq
Executive Vice President of Innovation & Software1.4yrsno datano data
1.4yrs
Average Tenure

Experienced Management: OPM's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Félicie Burelle
CEO & Director9.2yrs€2.90m0.030%
€ 647.8k
Bernd Gottschalk
Non-Voting Board Member & Censor2.9yrs€23.65k0.0017%
€ 35.8k
Laurent Burelle
Chairman45yrs€1.03m0.11%
€ 2.5m
Jean Burelle
Honorary Chairman & Censor24.9yrs€44.05k0.29%
€ 6.2m
Paul Lemarie
Director39yrs€54.81k0.22%
€ 4.7m
Vincent Labruyère
Director24.1yrs€66.81k0.0060%
€ 127.6k
Alexandre Merieux
Independent Director8.2yrs€64.81k0.00070%
€ 14.9k
Anne-Marie Couderc
Director15.9yrs€70.81k0.00095%
€ 20.3k
Lucie Maurel-Aubert
Independent Director10.5yrs€76.81k0.00064%
€ 13.7k
Cécile Moutet
Director9.2yrs€43.85k0.0057%
€ 122.0k
Amandine Chaffois
Employee Representing Director7.2yrs€62.81kno data
Elisabeth Ourliac
Independent Director3.5yrs€58.85k0.00063%
€ 13.4k
9.8yrs
Average Tenure
72.5yo
Average Age

Experienced Board: OPM's board of directors are considered experienced (9.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/11 17:35
End of Day Share Price 2026/06/11 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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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

OPmobility SE is covered by 15 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Harry MartinBernstein
Steve Pereira FernandesBernstein
Stephen ReitmanBernstein