0HZD Stock Overview

A private equity firm specializing in equity financing in middle markets and later stages through leveraged buy-out and transactions and acquisitions. More details

0HZD fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	4/6
Past Performance	0/6
Financial Health	4/6
Dividends	4/6

Rewards

Trading at 9.5% below our estimate of its fair value

Earnings are forecast to grow 40.65% per year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 26.6%

Risk Analysis

Dividend of 4.11% is not well covered by earnings

My Notes

Capture your thoughts, links and company narrative

Wendel Competitors

IG Group Holdings

LSE:IGG

UK£3.4b

OSB Group

LSE:OSB

UK£1.6b

Petershill Partners

LSE:PHLL

UK£2.9b

Paragon Banking Group

LSE:PAG

UK£1.6b

Price History & Performance

Summary of share price highs, lows and changes for Wendel
Historical stock prices
Current Share Price	€96.94
52 Week High	€99.65
52 Week Low	€81.05
Beta	1.32
1 Month Change	-0.81%
3 Month Change	3.97%
1 Year Change	10.16%
3 Year Change	5.19%
5 Year Change	-22.32%
Change since IPO	-1.98%

Recent updates

Shareholder Returns

	0HZD	GB Diversified Financial	GB Market
7D	2.7%	-0.7%	0.3%
1Y	10.2%	9.0%	10.4%

Return vs Industry: 0HZD exceeded the UK Diversified Financial industry which returned 9% over the past year.

Return vs Market: 0HZD matched the UK Market which returned 10.4% over the past year.

Price Volatility

Is 0HZD's price volatile compared to industry and market?
0HZD volatility
0HZD Average Weekly Movement	2.7%
Diversified Financial Industry Average Movement	4.5%
Market Average Movement	4.7%
10% most volatile stocks in GB Market	10.4%
10% least volatile stocks in GB Market	2.6%

Stable Share Price: 0HZD has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0HZD's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1704	96,757	Laurent Mignon	www.wendelgroup.com/en/

Wendel is a private equity firm specializing in equity financing in middle markets and later stages through leveraged buy-out and transactions and acquisitions. It invests in both listed and non-listed companies. The firm typically invests in technology services and software, business services, healthcare, and industrial technology.

Wendel Fundamentals Summary

How do Wendel's earnings and revenue compare to its market cap?
0HZD fundamental statistics
Market cap	€4.14b
Earnings (TTM)	-€265.10m
Revenue (TTM)	€7.60b

0.5x

P/S Ratio

-15.6x

P/E Ratio

Is 0HZD overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0HZD income statement (TTM)
Revenue	€7.60b
Cost of Revenue	€6.67b
Gross Profit	€925.50m
Other Expenses	€1.19b
Earnings	-€265.10m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Feb 26, 2025

Earnings per share (EPS)	-6.23
Gross Margin	12.19%
Net Profit Margin	-3.49%
Debt/Equity Ratio	125.3%

How did 0HZD perform over the long term?

See historical performance and comparison

Dividends

4.1%

Current Dividend Yield

-65%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/16 15:57
End of Day Share Price	2025/02/14 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Wendel is covered by 14 analysts. 4 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
Grégoire Hermann	Berenberg
Mourad Lahmidi	BNP Paribas Exane
Alexandre Tissieres	BofA Global Research

0HZD Stock Overview

Rewards

Risk Analysis

Wendel Competitors

LSE:IGG

UK£3.4b

LSE:OSB

UK£1.6b

LSE:PHLL

UK£2.9b

LSE:PAG

UK£1.6b

Price History & Performance

Recent News & Updates

Now 23% undervalued

Now 20% undervalued

Wendel completed the acquisition of 50% stake in Globeducate from Providence Equity Partners L.L.C.

Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million.

First half 2024 earnings released: €7.01 loss per share (vs €0.43 profit in 1H 2023)

Wendel to Report First Half, 2025 Results on Jul 30, 2025

Recent updates

Now 23% undervalued

Now 20% undervalued

Wendel completed the acquisition of 50% stake in Globeducate from Providence Equity Partners L.L.C.

Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million.

First half 2024 earnings released: €7.01 loss per share (vs €0.43 profit in 1H 2023)

Wendel to Report First Half, 2025 Results on Jul 30, 2025

Wendel entered into an agreement to acquire 50% stake in Globeducate from Providence Equity Partners L.L.C. for €625 million.

Upcoming dividend of €4.00 per share

Full year 2023 earnings released: EPS: €0.63 (vs €1.64 in FY 2022)

One Rock Capital Partners, LLC completed the acquisition of Constantia Flexibles Group GmbH from Wendel (ENXTPA:MF), Maxburg Capital Partners GmbH and others.

Wendel Provides Revenue Guidance for the Year 2023

Now 21% undervalued after recent price drop

Wendel in Exclusive Talks to Acquire Controlling Stake in IK Partners

First half 2023 earnings released: EPS: €2.05 (vs €2.54 loss in 1H 2022)

One Rock Capital Partners, LLC entered into an agreement to acquire Constantia Flexibles Group GmbH from Wendel (ENXTPA:MF) and others for €1.1 billion.

Wendel, Annual General Meeting, May 16, 2024

Wendel (ENXTPA:MF) along with management completed the acquisition of Scalian SAS from Cobepa S.A.

Wendel Appoints Cyril Marie as Executive Vice-President Strategy and Corporate Development with Effect from July 25, 2023

Upcoming dividend of €3.20 per share at 3.2% yield

Wendel Promotes Benoît Drillaud to Chief Financial Officer

Full year 2022 earnings released: EPS: €1.64 (vs €23.07 in FY 2021)

Wendel (ENXTPA:MF) entered into a definitive agreement to acquire an unknown minority stake in TaDaweb S.A. for €15 million.

Wendel Announces Board Promotions

Wendel Appoints Laurent Mignon as Member of the Executive Board, January 1 2023

Wendel to Report Fiscal Year 2022 Results on Mar 17, 2023

First half 2022 earnings released

Generali Vie S.A. entered into binding agreement to acquire Headquarter building on Taitbout from Wendel.

Generali Vie S.A. entered into binding agreement to acquire Headquarter building on Taitbout from Wendel.

Wendel Announces Executive Changes

Upcoming dividend of €3.00 per share

Full year 2021 earnings released: EPS: €23.07 (vs €3.91 loss in FY 2020)

Wendel Appoints Sébastien Metzger as General Counsel M&A and Finance

Colibri Group and Wendel (ENXTPA:MF) entered into an Equity Purchase Agreement to acquire Financial Services Segment of Adtalem Global Education Inc. (NYSE:ATGE) for $1 billion.

First half 2021 earnings released: EPS €2.97 (vs €2.66 loss in 1H 2020)

Upcoming dividend of €2.90 per share

Full year 2020 earnings released: €3.72 loss per share (vs €4.59 loss in FY 2019)

Wendel Proposes Dividend for the Year 2020, Payable on July 5, 2021

New 90-day low: €93.28

Wendel Announces Promotion of Harper Mates to Managing Director

New 90-day high: €99.50

New 90-day high: €96.55

New 90-day high: €91.60

Wendel Announces Board Changes

A South African consortium of investors and management agreed to acquire unknown minority stake in Tsebo Outsourcing Group Proprietary Limited from Wendel (ENXTPA:MF).

An undisclosed investor acquired 15.25% stake in Legrand S.A. (ENXTPA: LR) from Kohlberg Kravis Roberts & Co. (NYSE: KKR) and Wendel (ENXTPA: MF) for €1.2 billion.

New 90-day low: €77.15

An investor group controlled by Warburg Pincus completed the acquisition of approximately 6% ownership interest in Allied Universal from Wendel (ENXTPA:MF) for approximately $200 million.

Wendel to Report First Half, 2021 Results on Jul 29, 2021

Shareholder Returns

Price Volatility

About the Company

Wendel Fundamentals Summary

0.5x

-15.6x

Earnings & Revenue

Dividends

4.1%

-65%

Company Analysis and Financial Data Status