Vallourec S.A.

ENXTPA:VK Stock Report

Market Cap: €3.7b

Vallourec Management

Management criteria checks 4/4

Vallourec's CEO is Philippe Guillemot, appointed in Mar 2022, has a tenure of 3.08 years. total yearly compensation is €2.11M, comprised of 47.3% salary and 52.7% bonuses, including company stock and options. directly owns 1.14% of the company’s shares, worth €42.21M. The average tenure of the management team and the board of directors is 2.1 years and 3.8 years respectively.

Key information

Philippe Guillemot

Chief executive officer

€2.1m

Total compensation

CEO salary percentage47.3%
CEO tenure3.1yrs
CEO ownership1.1%
Management average tenure2.1yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

Is Vallourec S.A. (EPA:VK) Trading At A 47% Discount?

Apr 18
Is Vallourec S.A. (EPA:VK) Trading At A 47% Discount?

Take Care Before Diving Into The Deep End On Vallourec S.A. (EPA:VK)

Mar 18
Take Care Before Diving Into The Deep End On Vallourec S.A. (EPA:VK)

Returns Are Gaining Momentum At Vallourec (EPA:VK)

Feb 26
Returns Are Gaining Momentum At Vallourec (EPA:VK)

Vallourec (EPA:VK) Has A Somewhat Strained Balance Sheet

Feb 08
Vallourec (EPA:VK) Has A Somewhat Strained Balance Sheet
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The Company'S Thermotite Do Brasil Acquisition And Zero Net Debt Goal Will Boost Earnings And Margins

Dec 18 Strategic acquisitions and operational optimizations in Brazil enhance Vallourec’s offshore market position, potentially boosting future revenue and profitability.

Vallourec's (EPA:VK) Conservative Accounting Might Explain Soft Earnings

Nov 22
Vallourec's (EPA:VK) Conservative Accounting Might Explain Soft Earnings

Vallourec (EPA:VK) Has A Somewhat Strained Balance Sheet

Oct 31
Vallourec (EPA:VK) Has A Somewhat Strained Balance Sheet

Why The 21% Return On Capital At Vallourec (EPA:VK) Should Have Your Attention

Sep 20
Why The 21% Return On Capital At Vallourec (EPA:VK) Should Have Your Attention

Revenues Tell The Story For Vallourec S.A. (EPA:VK)

Jul 16
Revenues Tell The Story For Vallourec S.A. (EPA:VK)

Investors Shouldn't Overlook Vallourec's (EPA:VK) Impressive Returns On Capital

Jun 08
Investors Shouldn't Overlook Vallourec's (EPA:VK) Impressive Returns On Capital

These 4 Measures Indicate That Vallourec (EPA:VK) Is Using Debt Reasonably Well

May 11
These 4 Measures Indicate That Vallourec (EPA:VK) Is Using Debt Reasonably Well

Solid Earnings Reflect Vallourec's (EPA:VK) Strength As A Business

Mar 23
Solid Earnings Reflect Vallourec's (EPA:VK) Strength As A Business

Optimistic Investors Push Vallourec S.A. (EPA:VK) Shares Up 26% But Growth Is Lacking

Mar 21
Optimistic Investors Push Vallourec S.A. (EPA:VK) Shares Up 26% But Growth Is Lacking

We Think Vallourec (EPA:VK) Might Have The DNA Of A Multi-Bagger

Mar 07
We Think Vallourec (EPA:VK) Might Have The DNA Of A Multi-Bagger

Are Investors Undervaluing Vallourec S.A. (EPA:VK) By 46%?

Feb 20
Are Investors Undervaluing Vallourec S.A. (EPA:VK) By 46%?

Vallourec (EPA:VK) Has A Pretty Healthy Balance Sheet

Feb 01
Vallourec (EPA:VK) Has A Pretty Healthy Balance Sheet

Revenues Not Telling The Story For Vallourec S.A. (EPA:VK)

Dec 18
Revenues Not Telling The Story For Vallourec S.A. (EPA:VK)

Investors Shouldn't Overlook Vallourec's (EPA:VK) Impressive Returns On Capital

Dec 03
Investors Shouldn't Overlook Vallourec's (EPA:VK) Impressive Returns On Capital

An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued

Nov 08
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued

Vallourec (EPA:VK) Takes On Some Risk With Its Use Of Debt

Oct 09
Vallourec (EPA:VK) Takes On Some Risk With Its Use Of Debt

Vallourec (EPA:VK) Could Become A Multi-Bagger

Sep 03
Vallourec (EPA:VK) Could Become A Multi-Bagger

Are Investors Undervaluing Vallourec S.A. (EPA:VK) By 35%?

Jul 31
Are Investors Undervaluing Vallourec S.A. (EPA:VK) By 35%?

Investor Optimism Abounds Vallourec S.A. (EPA:VK) But Growth Is Lacking

Jul 16
Investor Optimism Abounds Vallourec S.A. (EPA:VK) But Growth Is Lacking

Vallourec (EPA:VK) Has A Somewhat Strained Balance Sheet

Jun 28
Vallourec (EPA:VK) Has A Somewhat Strained Balance Sheet

Returns On Capital Are A Standout For Vallourec (EPA:VK)

Jun 01
Returns On Capital Are A Standout For Vallourec (EPA:VK)

Calculating The Fair Value Of Vallourec S.A. (EPA:VK)

Mar 31
Calculating The Fair Value Of Vallourec S.A. (EPA:VK)

Is Vallourec (EPA:VK) Using Too Much Debt?

Mar 10
Is Vallourec (EPA:VK) Using Too Much Debt?

Vallourec (EPA:VK) Is Experiencing Growth In Returns On Capital

Feb 17
Vallourec (EPA:VK) Is Experiencing Growth In Returns On Capital

Vallourec (EPA:VK) Might Have The Makings Of A Multi-Bagger

Nov 18
Vallourec (EPA:VK) Might Have The Makings Of A Multi-Bagger

Here's Why Vallourec (EPA:VK) Has A Meaningful Debt Burden

Sep 28
Here's Why Vallourec (EPA:VK) Has A Meaningful Debt Burden

Vallourec's (EPA:VK) Returns On Capital Are Heading Higher

Aug 05
Vallourec's (EPA:VK) Returns On Capital Are Heading Higher

CEO Compensation Analysis

How has Philippe Guillemot's remuneration changed compared to Vallourec's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2024€2m€1m

€452m

Sep 30 2024n/an/a

€394m

Jun 30 2024n/an/a

€397m

Mar 31 2024n/an/a

€445m

Dec 31 2023€12m€1m

€496m

Sep 30 2023n/an/a

€469m

Jun 30 2023n/an/a

€399m

Mar 31 2023n/an/a

-€175m

Dec 31 2022€15m€783k

-€366m

Compensation vs Market: Philippe's total compensation ($USD2.41M) is about average for companies of similar size in the French market ($USD2.50M).

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

CEO

Philippe Guillemot (65 yo)

3.1yrs

Tenure

€2,114,804

Compensation

Mr. Philippe Guillemot serves as Group Chairman at Vallourec S.A. since April 2023 served as its Chairman since March 20, 2022 until April 2023 and serves as its Chief Executive Officer since March 20, 202...

Leadership Team

NamePositionTenureCompensationOwnership
Philippe Guillemot
Group Chairman & CEO3.1yrs€2.11m1.14%
€ 42.2m
Sascha Bibert
Group Chief Financial Officer3yrsno datano data
Bertrand Frischmann
Chief Operating Officerless than a yearno datano data
Valeria Fernandes
Chief Digital & Information Officer1.9yrsno datano data
Connor Lynagh
Investor Relations Directorno datano datano data
Marie Dib
Group General Counsel2yrsno datano data
Damien Rebourg
Senior Vice President of Communication & Public Affairs1.2yrsno datano data
Ludovic Oster
Group Chief Human Resources Officer2.8yrsno datano data
Philippe Carlier
Group Head of the Process & Engineering Departmentno datano datano data
Enrico Schiappacasse
Senior Vice President of Strategy & Development2.8yrsno datano data
Laurent Dubedout
Senior Vice-President of OCTG Services & Accessories Business Line2.3yrsno datano data
Jacky Massaglia
Senior Vice President of North America2yrsno datano data

2.1yrs

Average Tenure

49yo

Average Age

Experienced Management: VK's management team is considered experienced (2.1 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Philippe Guillemot
Group Chairman & CEO3.1yrs€2.11m1.14%
€ 42.2m
Pierre Vareille
Independent Vice-Chairman of the Board & Lead Independent Director4yrs€197.50k0.017%
€ 632.3k
Jean-Paul Parayre
Honorary Chairman11.9yrsno datano data
Arnaud Leenhardt
Honorary Chairman24.8yrsno datano data
Cédric de Bailliencourt
Member of Supervisory Board14.3yrs€5.00kno data
Angela Minas
Independent Director3.8yrs€167.50k0.0059%
€ 218.5k
Hera Kitwan Siu
Independent Director3.8yrs€135.50k0.00021%
€ 7.8k
Frida Sams
Independent Directorless than a year€47.00k0.00043%
€ 15.9k
Genuino Jose Christino
Directorless than a yearno data0.00021%
€ 7.8k
Luciano Pires
Independent Director1.4yrs€113.50kno data
Corine de Bilbao
Independent Director4.3yrs€99.00k0.00071%
€ 26.3k
Patrick Poulin
Non-Independent Employee Representative Director2.1yrs€51.00k0.0020%
€ 73.2k

3.8yrs

Average Tenure

59yo

Average Age

Experienced Board: VK's board of directors are considered experienced (3.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/19 02:21
End of Day Share Price 2025/04/17 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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

Vallourec S.A. is covered by 29 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexandre LeroyBanco BPI, S.A.
Michael PickupBarclays
Michael PickupBarclays