Renault SA

ENXTPA:RNO Stock Report

Market Cap: €7.5b

Renault Future Growth

Future criteria checks 3/6

Renault is forecast to grow earnings and revenue by 96.7% and 2.5% per annum respectively. EPS is expected to grow by 94.6% per annum. Return on equity is forecast to be 8.6% in 3 years.

Key information

96.7%

Earnings growth rate

94.63%

EPS growth rate

Auto earnings growth23.8%
Revenue growth rate2.5%
Future return on equity8.58%
Analyst coverage

Good

Last updated11 May 2026

Recent future growth updates

Analysis Article • Aug 04

Renault SA (EPA:RNO) Just Reported, And Analysts Assigned A €49.22 Price Target

Renault SA ( EPA:RNO ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €32.19 in...

Recent updates

Narrative Update • May 18

RNO: Cautious Reset As Execution Risks And Chip Uncertainty Will Shape Outlook

Analysts have trimmed their price targets on Renault by €4, citing a less favorable view reflected in a slightly higher discount rate and modestly weaker revenue growth expectations, while projected profit margins and future P/E assumptions remain relatively stable. Analyst Commentary Recent research updates point to a more cautious tone around Renault, with price targets trimmed and at least one downgrade reflecting growing concern about how current expectations line up with execution and growth risks.
Narrative Update • May 02

RNO: Reset Expectations And Chip Supply Risks Will Shape Near Term Outlook

Analysts have trimmed their Renault price target by €4, reflecting updated assumptions around slower revenue growth, higher profit margins and a lower future P/E multiple following recent research commentary. Analyst Commentary Recent Street research has turned more cautious on Renault, with a reduced price target and a downgrade signalling rising concern around the near term risk and reward trade off.
Narrative Update • Apr 17

RNO: 2026 Earnings Visibility Will Offset EV Venture Shifts And Chip Supply Risks

Analysts have trimmed their fair value estimate for Renault from about €40.29 to €40.04, citing recent price target cuts and downgrades from major banks. These moves reflect more cautious assumptions, even as revenue growth, profit margin and future P/E inputs remain broadly consistent.
Narrative Update • Apr 03

RNO: Predictable 2026 Earnings Visibility Will Reward EV Alliances Despite Sector Headwinds

Analysts have reduced their price targets on Renault by around €1 to €4, citing updated views on the sector outlook. The revised targets also reflect model changes that include slightly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple.
Narrative Update • Mar 20

RNO: Cautious Margin Outlook And Chip Risks Will Shape Near Term Prospects

Renault's analyst fair value estimate has been revised from €38.00 to €28.00, as analysts factor in lower profit margin assumptions, a higher future P/E of 7.47, and recent Street downgrades and target cuts from firms including Morgan Stanley, Berenberg, Citi, and HSBC. Analyst Commentary Recent research points to a more cautious tone around Renault, with several Bearish analysts revisiting their assumptions on margins, execution risk, and the level of valuation support investors may be willing to assign to the shares.
Narrative Update • Mar 06

RNO: EV Alliances And 2026 Earnings Visibility Will Drive Future Repricing

Analysts have lowered their fair value estimate for Renault by about €0.90 to roughly €57.92. This reflects updated assumptions on revenue growth, profit margins and a slightly higher future P/E following a series of recent downgrades and price target cuts across the Street.
Narrative Update • Feb 20

RNO: Negative Stub Pricing Will Reward EV Alliances Despite Sector Headwinds

Analysts have trimmed their price targets for Renault to reflect a fair value move from about €45.68 to €41.71, citing more cautious assumptions on revenue growth and profit margins, even as they continue to use a higher future P/E multiple and factor in recent downgrades and target cuts across the sector. Analyst Commentary Recent research on Renault presents a mixed picture, with some firms trimming targets or ratings while others see value at current levels.
Narrative Update • Feb 06

RNO: Negative Stub Pricing And EV Alliances Will Drive Future Repricing

Analysts have trimmed their Renault price targets by a few euros, reflecting slightly lower fair value estimates along with more cautious assumptions on revenue growth, profit margins and future P/E after a series of recent downgrades and target cuts from major banks. Analyst Commentary Recent research on Renault has mixed tones, but there are still some clear points that more supportive analysts highlight when they look past the headline downgrades and target cuts.
Narrative Update • Jan 23

RNO: Negative Stub Pricing And EV Alliances Will Support Future Upside

Analysts have trimmed their fair value estimate for Renault from about €61.76 to €58.94. This reflects recent price target cuts and more cautious views on profit margins, while growth and P/E assumptions remain largely unchanged.
Narrative Update • Jan 09

RNO: EV Partnerships And Negative Stub Pricing Will Support Future Upside Potential

Analysts have trimmed their price expectations for Renault to €36 per share, reflecting updated views on slower revenue growth, tighter profit margins and a higher future P/E multiple in a tougher European auto market. Analyst Commentary Recent research on Renault highlights a mixed setup, but there are a few clear bright spots that more optimistic investors are watching closely.
Analysis Article • Jan 04

Renault (EPA:RNO) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative Update • Dec 25

RNO: Restructuring And EV Partnerships Will Support Cash Generation And Margin Expansion

Analysts have nudged their fair value estimate for Renault up by about EUR 1 per share, reflecting slightly stronger long term revenue growth and margin expectations, even as they remain cautious on the sector outlook. Analyst Commentary Recent coverage underscores a cautiously constructive view on Renault, with fair value support anchored by a balance of structural challenges and underappreciated assets.
Narrative Update • Dec 11

RNO: Negative Stub Pricing Will Reward Execution Amid EV Transition Costs

Analysts have modestly lowered their price target on Renault to EUR 36, trimming fair value from about EUR 46.00 to roughly EUR 45.68. They cite a balance between slightly improved growth expectations and pressures from Chinese competition, electric vehicle transition costs, and regulatory headwinds in Europe.
Narrative Update • Nov 26

RNO: Negative Stub Valuation Will Unlock Value Amid Industry Uncertainty

Renault's analyst price target has been revised downward from €46.78 to €46.00, reflecting cautious sentiment among analysts in light of heightened industry headwinds and shifting fundamental forecasts. Analyst Commentary Analyst perspectives on Renault present a mix of optimism and caution, reflecting the complex dynamics facing European auto manufacturers.
Narrative Update • Sep 18

Brand Realignment And New Models Will Capture EV Market Share

Despite a notable upgrade in consensus revenue growth forecasts for Renault, the analyst price target saw a marginal decline to €46.78, indicating only a slight cooling in fair value expectations. What's in the News Renault acquired Nissan's remaining 51% stake in their joint Chennai plant, becoming sole owner and fully consolidating RNAIPL; this supports an expanded India strategy including a new design center and five upcoming vehicle launches.
Analysis Article • Sep 05

Is There An Opportunity With Renault SA's (EPA:RNO) 29% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Renault fair value estimate is €46.51 Renault is estimated to...
Narrative Update • Sep 03

Brand Realignment And New Models Will Capture EV Market Share

With Renault’s revenue growth and net profit margin forecasts both essentially stable, the consensus analyst price target was only marginally reduced from €47.94 to €47.33. What's in the News Renault acquired Nissan's remaining 51% stake in the RNAIPL plant in Chennai, making the plant a wholly owned subsidiary, and expands its product offering and export plans in India.
Analysis Article • Aug 19

Is There Now An Opportunity In Renault SA (EPA:RNO)?

ENXTPA:RNO 1 Year Share Price vs Fair Value Explore Renault's Fair Values from the Community and select yours Let's...
Analysis Article • Aug 04

Renault SA (EPA:RNO) Just Reported, And Analysts Assigned A €49.22 Price Target

Renault SA ( EPA:RNO ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €32.19 in...
Analysis Article • Jul 06

Renault (EPA:RNO) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analysis Article • Jun 18

Here's Why Renault (EPA:RNO) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Narrative • Mar 27

Anticipated 9.44x Future PE Boosts Renault's Market Appeal

Renault is the one major European car producer without significant exports to or activities in the US; the same holds true for China, at least relatively to its European peers.Usually a disadvantage,
User avatar
New Narrative • Feb 23

Brand Realignment And New Models Will Capture EV Market Share

Strategic brand realignment and product innovation drive Renault's competitiveness in the EV and hybrid market, potentially boosting revenue and improving net margins.

Earnings and Revenue Growth Forecasts

ENXTPA:RNO - Analysts future estimates and past financials data (EUR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202862,6362,1471,5935,24115
12/31/202760,9691,8401,3264,83118
12/31/202660,1851,7811,0634,45514
12/31/202557,922-10,931-6432,339N/A
9/30/202557,418-11,3282823,165N/A
6/30/202556,914-11,7261,2063,991N/A
3/31/202556,573-5,4872,7035,576N/A
12/31/202456,2327524,1997,161N/A
9/30/202454,3591,0753,9187,093N/A
6/30/202452,4851,3983,6377,025N/A
3/31/202452,4311,7982,5185,744N/A
12/31/202352,3762,1981,3984,462N/A
9/30/202352,2322,6511,4404,362N/A
6/30/202352,0883,1031,4814,262N/A
3/31/202349,2082,5351,2273,938N/A
12/31/202246,3281,9669733,613N/A
9/30/202244,0101,6048353,523N/A
6/30/202241,6911,2416963,432N/A
3/31/202241,6758562102,921N/A
12/31/202141,659470-2772,409N/A
9/30/202143,883-309584,106N/A
6/30/202146,106-5312,1935,802N/A
3/31/202144,790-4,2691,8695,778N/A
12/31/202043,474-8,0081,5455,753N/A
9/30/202044,693-8,205-8673,486N/A
6/30/202045,912-8,403-3,2791,218N/A
3/31/202050,725-4,272-1,3513,409N/A
12/31/201955,537-1415775,599N/A
9/30/201955,5251,090N/A5,932N/A
6/30/201955,5122,320N/A6,264N/A
3/31/201956,4662,811N/A6,275N/A
12/31/201857,4193,302N/A6,285N/A
9/30/201858,3054,034N/A6,327N/A
6/30/201859,1904,765N/A6,368N/A
3/31/201858,9804,989N/A6,035N/A
12/31/201758,7705,212N/A5,702N/A
9/30/201757,1834,765N/A5,860N/A
6/30/201755,5954,317N/A6,018N/A
3/31/201753,4193,868N/A5,204N/A
12/31/201651,2433,419N/A4,389N/A
9/30/201649,7793,182N/A5,105N/A
6/30/201648,3152,945N/A5,821N/A
3/31/201646,8212,884N/A5,928N/A
12/31/201545,3272,823N/A6,035N/A
9/30/201544,3802,672N/A5,428N/A
6/30/201543,4322,520N/A4,820N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: RNO is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.5%).

Earnings vs Market: RNO is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: RNO is expected to become profitable in the next 3 years.

Revenue vs Market: RNO's revenue (2.5% per year) is forecast to grow slower than the French market (5.6% per year).

High Growth Revenue: RNO's revenue (2.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: RNO's Return on Equity is forecast to be low in 3 years time (8.6%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 03:00
End of Day Share Price 2026/05/21 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.

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

Renault SA is covered by 38 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jean BrunyBanco de Sabadell. S.A.
Eduardo González MartínBanco Santander
Kristina ChurchBarclays