Valeo SE

ENXTPA:FR Aktierapport

Börsvärde: €2.6b

Valeo Framtida tillväxt

Future kriterier kontrolleras 3/6

Valeo förväntas öka intäkter och intäkter med 32.7% respektive 1.8% per år. EPS förväntas tillväxt med 32.3% per år. Avkastningen på eget kapital förväntas bli 12.8% om 3 år.

Viktig information

32.7%

Tillväxttakt i vinsten

32.31%

Tillväxttakt för EPS

Auto Components vinsttillväxt21.5%
Intäkternas tillväxttakt1.8%
Framtida avkastning på eget kapital12.84%
Bevakning av analytiker

Good

Senast uppdaterad30 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts

Jul 28
Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts

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
We Think Valeo's (EPA:FR) Solid Earnings Are Understated

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 15
When Should You Buy Valeo SE (EPA:FR)?

FR: 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 31
Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital

FR: 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 13
Earnings Tell The Story For Valeo SE (EPA:FR) As Its Stock Soars 26%

FR: 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 02
Is Now The Time To Look At Buying Valeo SE (EPA:FR)?

Valeo (EPA:FR) Takes On Some Risk With Its Use Of Debt

Sep 04
Valeo (EPA:FR) Takes On Some Risk With Its Use Of Debt

Why We're Not Concerned About Valeo SE's (EPA:FR) Share Price

Aug 17
Why We're Not Concerned About Valeo SE's (EPA:FR) Share Price

Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts

Jul 28
Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts

Here's Why It's Unlikely That Valeo SE's (EPA:FR) CEO Will See A Pay Rise This Year

May 16
Here's Why It's Unlikely That Valeo SE's (EPA:FR) CEO Will See A Pay Rise This Year

Investors Still Aren't Entirely Convinced By Valeo SE's (EPA:FR) Earnings Despite 32% Price Jump

May 10
Investors Still Aren't Entirely Convinced By Valeo SE's (EPA:FR) Earnings Despite 32% Price Jump

Valeo (EPA:FR) Is Increasing Its Dividend To €0.42

May 08
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42

Valeo's (EPA:FR) Upcoming Dividend Will Be Larger Than Last Year's

Apr 24
Valeo's (EPA:FR) Upcoming Dividend Will Be Larger Than Last Year's

Does Valeo (EPA:FR) Have A Healthy Balance Sheet?

Apr 21
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
User avatar

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 03
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42

Some Investors May Be Willing To Look Past Valeo's (EPA:FR) Soft Earnings

Mar 07
Some Investors May Be Willing To Look Past Valeo's (EPA:FR) Soft Earnings

Many Still Looking Away From Valeo SE (EPA:FR)

Mar 01
Many Still Looking Away From Valeo SE (EPA:FR)

Returns At Valeo (EPA:FR) Appear To Be Weighed Down

Feb 10
Returns At Valeo (EPA:FR) Appear To Be Weighed Down

Is Valeo SE (EPA:FR) Potentially Undervalued?

Jan 15
Is Valeo SE (EPA:FR) Potentially Undervalued?

These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively

Dec 09
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively

Valeo SE (EPA:FR) Shares Could Be 29% Below Their Intrinsic Value Estimate

Nov 08
Valeo SE (EPA:FR) Shares Could Be 29% Below Their Intrinsic Value Estimate

Valeo (EPA:FR) Has More To Do To Multiply In Value Going Forward

Oct 23
Valeo (EPA:FR) Has More To Do To Multiply In Value Going Forward

Valeo SE (EPA:FR) Might Not Be As Mispriced As It Looks

Oct 08
Valeo SE (EPA:FR) Might Not Be As Mispriced As It Looks

When Should You Buy Valeo SE (EPA:FR)?

Sep 23
When Should You Buy Valeo SE (EPA:FR)?

Does Valeo (EPA:FR) Have A Healthy Balance Sheet?

Sep 07
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?

Valeo SE Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next

Jul 28
Valeo SE Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next

Investors Could Be Concerned With Valeo's (EPA:FR) Returns On Capital

Jul 24
Investors Could Be Concerned With Valeo's (EPA:FR) Returns On Capital

Investors Holding Back On Valeo SE (EPA:FR)

Jul 02
Investors Holding Back On Valeo SE (EPA:FR)

Valeo's (EPA:FR) Shareholders Will Receive A Bigger Dividend Than Last Year

May 21
Valeo's (EPA:FR) Shareholders Will Receive A Bigger Dividend Than Last Year

Valeo (EPA:FR) Is Increasing Its Dividend To €0.40

Apr 28
Valeo (EPA:FR) Is Increasing Its Dividend To €0.40

Is Valeo SE (EPA:FR) Potentially Undervalued?

Apr 11
Is Valeo SE (EPA:FR) Potentially Undervalued?

Valeo (EPA:FR) Will Be Hoping To Turn Its Returns On Capital Around

Mar 25
Valeo (EPA:FR) Will Be Hoping To Turn Its Returns On Capital Around

These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively

Mar 02
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively

Investors Aren't Entirely Convinced By Valeo SE's (EPA:FR) Revenues

Dec 23
Investors Aren't Entirely Convinced By Valeo SE's (EPA:FR) Revenues

Returns On Capital At Valeo (EPA:FR) Paint A Concerning Picture

Dec 06
Returns On Capital At Valeo (EPA:FR) Paint A Concerning Picture

At €13.87, Is It Time To Put Valeo SE (EPA:FR) On Your Watch List?

Nov 06
At €13.87, Is It Time To Put Valeo SE (EPA:FR) On Your Watch List?

Does Valeo (EPA:FR) Have A Healthy Balance Sheet?

Oct 06
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?

Prognoser för vinst- och omsättningstillväxt

ENXTPA:FR - Analytikernas framtida uppskattningar och tidigare finansiella data (EUR Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202821,9585695162,54112
12/31/202721,1004304342,43714
12/31/202620,4183023952,36614
12/31/202520,9032005282,289N/A
9/30/202520,9691635452,399N/A
6/30/202521,0351255612,508N/A
3/31/202521,2641445122,598N/A
12/31/202421,4921624632,687N/A
9/30/202421,7212035732,814N/A
6/30/202421,9492436832,940N/A
3/31/202421,9972325722,701N/A
12/31/202322,0442214612,462N/A
9/30/202321,9373092732,158N/A
6/30/202321,830397851,853N/A
3/31/202320,9343142521,881N/A
12/31/202220,0372304191,908N/A
9/30/202218,8621343901,800N/A
6/30/202217,687373611,692N/A
3/31/202217,4751063191,660N/A
12/31/202117,2621752771,627N/A
9/30/202117,817196N/AN/AN/A
6/30/202118,3722161,4862,878N/A
3/31/202117,404-4369242,359N/A
12/31/202016,436-1,0893611,839N/A
9/30/202016,598-1,076N/AN/AN/A
6/30/202016,759-1,064-755953N/A
3/31/202018,118-375-1281,709N/A
12/31/201919,4773134982,464N/A
9/30/201919,257284N/A2,450N/A
6/30/201919,037255N/A2,436N/A
3/31/201919,081401N/A2,303N/A
12/31/201819,124546N/A2,170N/A
9/30/201819,019686N/A2,131N/A
6/30/201818,914826N/A2,091N/A
3/31/201818,699852N/A2,065N/A
12/31/201718,484877N/A2,039N/A
9/30/201718,153942N/A1,979N/A
6/30/201717,8221,007N/A1,918N/A
3/31/201717,171966N/A1,904N/A
12/31/201616,519925N/A1,890N/A
9/30/201615,948866N/A1,826N/A
6/30/201615,376807N/A1,761N/A
3/31/201614,960768N/A1,734N/A
12/31/201514,544729N/A1,706N/A
9/30/201514,110690N/A1,634N/A
6/30/201513,676650N/A1,561N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: FR s prognostiserade vinsttillväxt ( 32.7% per år) är över sparkvoten ( 2.3% ).

Resultat vs marknad: FR s intäkter ( 32.7% per år) förväntas växa snabbare än marknaden för French ( 12% per år).

Höga tillväxtresultat: FR s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: FR s intäkter ( 1.8% per år) förväntas växa långsammare än marknaden för French ( 5.6% per år).

Hög tillväxtintäkter: FR s intäkter ( 1.8% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: FR s avkastning på eget kapital förväntas bli låg om 3 år ( 12.8 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 15:28
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Valeo SE bevakas av 31 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Erwann DagorneBarclays
Michael TyndallBarclays
Romain GourvilBerenberg