Vallourec (VK) Aktievy
Vallourec S.A., genom sina dotterbolag, tillhandahåller rörlösningar för olje- och gasindustrin, industrin och nya energimarknader i Europa, Nordamerika, Sydamerika, Asien, Mellanöstern och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 2/6 |
VK Community Fair Values
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Analyst Price Targets
Vallourec S.A. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | €24.04 |
| 52 veckors högsta | €27.67 |
| 52 veckors lägsta | €14.56 |
| Beta | 0.55 |
| 1 månads förändring | -4.49% |
| 3 månaders förändring | 24.21% |
| 1 års förändring | 42.84% |
| 3 års förändring | 138.37% |
| 5 års förändring | -13.77% |
| Förändring sedan börsintroduktionen | -82.82% |
Senaste nyheter och uppdateringar
Recent updates
Uppdatering av berättelse • Apr 28
VK: Updated Assumptions And Energy Contracts Will Support A Balanced Outlook
Analysts have raised the price target on Vallourec from €22.18 to €24.59, supported by recent Street research, including an increase in the published target from €19.50 to €20 and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the higher target of €24.59 versus the previously published €20 anchor as consistent with updated inputs on discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation range.Uppdatering av berättelse • Apr 11
VK: Incremental Discount Rate Shift And Energy Contracts Will Support Balanced Outlook
Analysts have slightly raised their price expectations for Vallourec, with the average target moving from about €21.82 to €22.18. This change is supported in part by recent Street research that nudged one published target from €19.50 to €20, along with modest adjustments to discount rate, growth and P/E assumptions.Uppdatering av berättelse • Mar 27
VK: Modest Price Hike And Energy Transition Contracts Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.00 from €19.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation framework. Analyst Commentary Recent research points to only a modest uplift in fair value, with the price target moving to €20.00 from €19.50 and the rating held at Equal Weight.
Ny berättelse • Mar 17
Heavy Shareholder Payouts And Geothermal Uncertainty Will Restrain Future Earnings Power
Catalysts About Vallourec Vallourec produces premium tubular solutions for energy and industrial applications, including OCTG, line pipe, mining and advanced geothermal products. What are the underlying business or industry changes driving this perspective?
Ny berättelse • Mar 02
Geothermal And Premium Tubular Demand Will Support A Stronger Long Term Outlook
Catalysts About Vallourec Vallourec supplies premium tubular solutions and related services for energy and industrial applications worldwide. What are the underlying business or industry changes driving this perspective?Uppdatering av berättelse • Feb 23
VK: Energy Transition Partnerships And New CFO Appointment Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.17 per share. The update mainly reflects adjusted inputs for discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value estimate steady at €20.17.Uppdatering av berättelse • Feb 07
VK: Energy Projects And New Capacity Investments Will Support Balanced Outlook
Analysts have nudged their price target on Vallourec slightly higher to €20.17 from €19.97, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Vallourec and XGS Energy agreed a supply chain partnership for tubular products for a three gigawatt pipeline of geothermal projects across the western United States, including a 150 MW project with Meta in New Mexico that is planned to supply power to PNM's grid.Analysartikel • Feb 06
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued
Key Insights The projected fair value for Vallourec is €32.50 based on 2 Stage Free Cash Flow to Equity Vallourec's...Uppdatering av berättelse • Jan 23
VK: Offshore Contracts And Energy Projects Will Support Balanced Future Outlook
Narrative Update on Vallourec Analysts have trimmed their fair value estimate for Vallourec slightly to €19.97 from about €20.22, reflecting updated assumptions for revenue growth, profit margin and future P/E, while keeping the discount rate broadly unchanged. What's in the News Secured a large OCTG supply and services contract with Shell for the Orca offshore project, covering 10 planned wells and an estimated 12,000 to 15,000 tons of pipes plus onshore and offshore support services (Client announcement).Uppdatering av berättelse • Jan 08
VK: Offshore And Energy Contracts Will Drive Future Earnings Upside
Analysts have trimmed their price target on Vallourec by a modest amount to €20.22 from €20.30. This reflects updated assumptions for slightly different revenue growth, profit margin, discount rate and future P/E inputs in their models.Analysartikel • Dec 30
Does Vallourec (EPA:VK) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Uppdatering av berättelse • Dec 15
VK: Offshore Contracts Will Drive Future Earnings Upside
Analysts have slightly raised their price target on Vallourec to €20.30 from €20.00, citing modestly higher long term earnings multiples that offset a marginally softer outlook for revenue growth and profit margins. What's in the News Commits at least €39 million, potentially up to €48 million, to expand its Youngstown, Ohio facility with a new VAM high torque threading line, adding 40 full time jobs and boosting North American energy supply chain capacity (company announcement) Awarded a second major contract by TotalEnergies to supply more than 30,000 tons of premium tubular solutions, including anti corrosion coated line pipe, for the AGUP2 phase of the Gas Growth Integrated Project in Iraq (company announcement) Secures an integrated contract with TechnipFMC and Shell Brasil to supply over 20,000 tons of subsea seamless premium carbon steel line pipes and coating services for the Orca deepwater project in the Santos Basin, Brazil (company announcement) Announces 2025 production guidance of around 6.2 million tonnes, indicating continued high utilization across key energy and industrial end markets (company guidance) Names Nathalie Delbreuve as Group Chief Financial Officer effective December 1, 2025, succeeding Sascha Bibert after a transition period (executive announcement) Valuation Changes Fair Value: unchanged at €20.30 per share, indicating a stable overall valuation despite underlying estimate shifts.Analysartikel • Dec 02
There Is A Reason Vallourec S.A.'s (EPA:VK) Price Is Undemanding
Vallourec S.A.'s ( EPA:VK ) price-to-earnings (or "P/E") ratio of 9x might make it look like a buy right now compared...Uppdatering av berättelse • Nov 28
VK: Offshore Contracts And US Expansion Will Drive Earnings Momentum
Analysts have raised Vallourec's fair value estimate slightly to €20.30 from €20.11, citing improved revenue growth expectations. This increase offsets minor adjustments to profitability and discount rates.Uppdatering av berättelse • Nov 14
VK: Major Offshore Contract Awards Will Drive Strong Performance Ahead
Analysts have slightly lowered their price target for Vallourec from €20.33 to €20.11. They cite marginal adjustments to discount rates, revenue growth projections, and improved profit margins in their updated models.Uppdatering av berättelse • Oct 30
VK: Major Petrobras Contract Will Drive Multi-Year Offshore Upside
Analysts have modestly increased their price target for Vallourec to €20.33, citing minor adjustments in discount rate assumptions. Core growth and margin forecasts remain steady.Analysartikel • Oct 28
Vallourec (EPA:VK) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Uppdatering av berättelse • Oct 16
Brazil Cost Reductions And US Tariffs Will Secure Future Upside
Analysts have slightly reduced their price target for Vallourec from €21.04 to €20.33, citing a modestly improved revenue growth outlook but a small decrease in anticipated profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets for Vallourec, reflecting modest confidence in the company’s near-term trajectory.Analysartikel • Sep 09
Here's Why Vallourec (EPA:VK) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysartikel • Aug 25
Investors Aren't Entirely Convinced By Vallourec S.A.'s (EPA:VK) Earnings
With a price-to-earnings (or "P/E") ratio of 10.5x Vallourec S.A. ( EPA:VK ) may be sending bullish signals at the...Analysartikel • Aug 04
Weak Statutory Earnings May Not Tell The Whole Story For Vallourec (EPA:VK)
A lackluster earnings announcement from Vallourec S.A. ( EPA:VK ) last week didn't sink the stock price. We think that...Analysartikel • Jul 25
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued
Key Insights The projected fair value for Vallourec is €29.01 based on 2 Stage Free Cash Flow to Equity Vallourec's...
Ny berättelse • Dec 18
The Company'S Thermotite Do Brasil Acquisition And Zero Net Debt Goal Will Boost Earnings And Margins
Strategic acquisitions and operational optimizations in Brazil enhance Vallourec’s offshore market position, potentially boosting future revenue and profitability.Aktieägarnas avkastning
| VK | FR Energy Services | FR Marknad | |
|---|---|---|---|
| 7D | -9.7% | -3.8% | 2.0% |
| 1Y | 42.8% | 50.7% | 1.3% |
Avkastning vs industri: VK presterade sämre än French Energy Services branschen som gav 50.7 % under det senaste året.
Avkastning vs Marknaden: VK översteg French marknaden som gav 1.3 % under det senaste året.
Prisvolatilitet
| VK volatility | |
|---|---|
| VK Average Weekly Movement | 6.1% |
| Energy Services Industry Average Movement | 5.6% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.6% |
| 10% least volatile stocks in FR Market | 3.0% |
Stabil aktiekurs: VK har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för French.
Volatilitet över tid: VK s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1890 | 13,000 | Philippe Guillemot | www.vallourec.com |
Vallourec S.A., genom sina dotterbolag, tillhandahåller rörlösningar för olje- och gasindustrin, industrin och nya energimarknader i Europa, Nordamerika, Sydamerika, Asien, Mellanöstern och internationellt. Verksamheten bedrivs genom segmenten Tubes och Mine & Forests. Företaget erbjuder sömlösa rör för raffinaderier, petrokemiska anläggningar, landbaserade anläggningar för flytande naturgas (LNG) och flytande LNG-anläggningar samt för flytande produktions-, lagrings- och lossningsenheter, VAM-anslutningar, styva undervattensrör, styva landbaserade rör och lösningar för rörbeläggning samt rör, hålstänger och anslutningar i kolstål och stållegeringar.
Vallourec S.A. Sammanfattning av grunderna
| VK grundläggande statistik | |
|---|---|
| Börsvärde | €5.52b |
| Vinst(TTM) | €342.63m |
| Intäkter(TTM) | €3.65b |
16.1x
P/E-förhållande1.5x
P/S-förhållandeÄr VK övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| VK resultaträkning (TTM) | |
|---|---|
| Intäkter | €3.65b |
| Kostnad för intäkter | €2.55b |
| Bruttovinst | €1.10b |
| Övriga kostnader | €757.67m |
| Intäkter | €342.63m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 30, 2026
| Vinst per aktie (EPS) | 1.49 |
| Bruttomarginal | 30.14% |
| Nettovinstmarginal | 9.39% |
| Skuld/egenkapitalförhållande | 34.3% |
Hur har VK utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
6.2%
Aktuell utdelningsavkastning96%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/24 02:45 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* 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
Vallourec S.A. bevakas av 22 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Michael Pickup | Barclays |
| Alessandro Abate | Berenberg |
| Guillaume Delaby | Bernstein |