Valeo Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Valeo kazanç ve gelirin sırasıyla yıllık 32.7% ve 1.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 32.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.8% olacağı tahmin edilmektedir.
Anahtar bilgiler
32.7%
Kazanç büyüme oranı
32.31%
EPS büyüme oranı
| Auto Components kazanç büyümesi | 21.5% |
| Gelir büyüme oranı | 1.8% |
| Gelecekteki özkaynak getirisi | 12.84% |
| Analist kapsamı | Good |
| Son güncelleme | 30 Apr 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • May 03
FR: Higher Earnings Quality And AI Partnerships Will Support Re Rated Profile
Analysts have lifted their price target on Valeo to €14 from €11, citing modest adjustments to fair value, revenue growth, profit margin assumptions, and future P/E expectations as reasons to stay constructive on the shares. Analyst Commentary Bullish analysts lifting the price target to €14 are signalling stronger conviction that Valeo's current share price does not fully reflect their updated view on fair value, especially after revisiting revenue, margin, and P/E assumptions.
Anlatı Güncellemesi • Apr 19
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.Analiz Makalesi • Apr 07
We Think Valeo's (EPA:FR) Solid Earnings Are Understated
Shareholders appeared to be happy with Valeo SE's ( EPA:FR ) solid earnings report last week. According to our analysis...Anlatı Güncellemesi • Apr 05
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.Anlatı Güncellemesi • Mar 22
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.
Anlatı Güncellemesi • Mar 07
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.Anlatı Güncellemesi • Feb 21
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.Anlatı Güncellemesi • Feb 07
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.Anlatı Güncellemesi • Jan 24
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.Analiz Makalesi • Jan 15
When Should You Buy Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it received a lot of attention from a substantial price...Anlatı Güncellemesi • Jan 09
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.Analiz Makalesi • Dec 31
Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Anlatı Güncellemesi • Dec 26
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.Anlatı Güncellemesi • Dec 12
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.Anlatı Güncellemesi • Nov 28
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.Anlatı Güncellemesi • Nov 14
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.Analiz Makalesi • Nov 13
Earnings Tell The Story For Valeo SE (EPA:FR) As Its Stock Soars 26%
The Valeo SE ( EPA:FR ) share price has done very well over the last month, posting an excellent gain of 26%. Looking...Anlatı Güncellemesi • Oct 31
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.Analiz Makalesi • Oct 02
Is Now The Time To Look At Buying Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it received a lot of attention from a substantial price...Analiz Makalesi • Sep 04
Valeo (EPA:FR) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analiz Makalesi • Aug 17
Why We're Not Concerned About Valeo SE's (EPA:FR) Share Price
ENXTPA:FR 1 Year Share Price vs Fair Value Explore Valeo's Fair Values from the Community and select yours With a...Analiz Makalesi • Jul 28
Earnings Miss: Valeo SE Missed EPS By 15% And Analysts Are Revising Their Forecasts
Last week, you might have seen that Valeo SE ( EPA:FR ) released its half-yearly result to the market. The early...Analiz Makalesi • May 16
Here's Why It's Unlikely That Valeo SE's (EPA:FR) CEO Will See A Pay Rise This Year
Key Insights Valeo will host its Annual General Meeting on 22nd of May CEO Christophe Perillat-Piratoine's total...Analiz Makalesi • May 10
Investors Still Aren't Entirely Convinced By Valeo SE's (EPA:FR) Earnings Despite 32% Price Jump
Valeo SE ( EPA:FR ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last month...Analiz Makalesi • May 08
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analiz Makalesi • Apr 24
Valeo's (EPA:FR) Upcoming Dividend Will Be Larger Than Last Year's
Valeo SE ( EPA:FR ) will increase its dividend from last year's comparable payment on the 28th of May to €0.42. This...Analiz Makalesi • Apr 21
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Yeni Anlatı • Apr 06
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.Analiz Makalesi • Apr 03
Valeo (EPA:FR) Is Increasing Its Dividend To €0.42
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analiz Makalesi • Mar 07
Some Investors May Be Willing To Look Past Valeo's (EPA:FR) Soft Earnings
Investors were disappointed with the weak earnings posted by Valeo SE ( EPA:FR ). Despite the soft profit numbers, our...Analiz Makalesi • Mar 01
Many Still Looking Away From Valeo SE (EPA:FR)
It's not a stretch to say that Valeo SE's ( EPA:FR ) price-to-earnings (or "P/E") ratio of 15x right now seems quite...Analiz Makalesi • Feb 10
Returns At Valeo (EPA:FR) Appear To Be Weighed Down
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Analiz Makalesi • Jan 15
Is Valeo SE (EPA:FR) Potentially Undervalued?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it saw a significant share price rise of 30% in the past...Analiz Makalesi • Dec 09
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Nov 08
Valeo SE (EPA:FR) Shares Could Be 29% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Valeo is €13.04 based on 2 Stage Free Cash Flow to Equity Valeo is estimated...Analiz Makalesi • Oct 23
Valeo (EPA:FR) Has More To Do To Multiply In Value Going Forward
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analiz Makalesi • Oct 08
Valeo SE (EPA:FR) Might Not Be As Mispriced As It Looks
With a price-to-earnings (or "P/E") ratio of 10.1x Valeo SE ( EPA:FR ) may be sending bullish signals at the moment...Analiz Makalesi • Sep 23
When Should You Buy Valeo SE (EPA:FR)?
Valeo SE ( EPA:FR ), might not be a large cap stock, but it saw a decent share price growth of 10% on the ENXTPA over...Analiz Makalesi • Sep 07
Does Valeo (EPA:FR) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • Jul 28
Valeo SE Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next
Investors in Valeo SE ( EPA:FR ) had a good week, as its shares rose 9.7% to close at €10.35 following the release of...Analiz Makalesi • Jul 24
Investors Could Be Concerned With Valeo's (EPA:FR) Returns On Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Analiz Makalesi • Jul 02
Investors Holding Back On Valeo SE (EPA:FR)
With a price-to-earnings (or "P/E") ratio of 11.1x Valeo SE ( EPA:FR ) may be sending bullish signals at the moment...Analiz Makalesi • May 21
Valeo's (EPA:FR) Shareholders Will Receive A Bigger Dividend Than Last Year
Valeo SE ( EPA:FR ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analiz Makalesi • Apr 28
Valeo (EPA:FR) Is Increasing Its Dividend To €0.40
The board of Valeo SE ( EPA:FR ) has announced that it will be paying its dividend of €0.40 on the 30th of May, an...Analiz Makalesi • Apr 11
Is Valeo SE (EPA:FR) Potentially Undervalued?
While Valeo SE ( EPA:FR ) might not have the largest market cap around , it led the ENXTPA gainers with a relatively...Analiz Makalesi • Mar 25
Valeo (EPA:FR) Will Be Hoping To Turn Its Returns On Capital Around
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Analiz Makalesi • Mar 02
These 4 Measures Indicate That Valeo (EPA:FR) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analiz Makalesi • Dec 23
Investors Aren't Entirely Convinced By Valeo SE's (EPA:FR) Revenues
With a median price-to-sales (or "P/S") ratio of close to 0.2x in the Auto Components industry in France, you could be...Analiz Makalesi • Dec 06
Returns On Capital At Valeo (EPA:FR) Paint A Concerning Picture
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 21,958 | 569 | 512 | 2,541 | 12 |
| 12/31/2027 | 21,100 | 430 | 444 | 2,437 | 14 |
| 12/31/2026 | 20,418 | 302 | 395 | 2,366 | 14 |
| 12/31/2025 | 20,903 | 200 | 528 | 2,289 | N/A |
| 9/30/2025 | 20,969 | 163 | 545 | 2,399 | N/A |
| 6/30/2025 | 21,035 | 125 | 561 | 2,508 | N/A |
| 3/31/2025 | 21,264 | 144 | 512 | 2,598 | N/A |
| 12/31/2024 | 21,492 | 162 | 463 | 2,687 | N/A |
| 9/30/2024 | 21,721 | 203 | 573 | 2,814 | N/A |
| 6/30/2024 | 21,949 | 243 | 683 | 2,940 | N/A |
| 3/31/2024 | 21,997 | 232 | 572 | 2,701 | N/A |
| 12/31/2023 | 22,044 | 221 | 461 | 2,462 | N/A |
| 9/30/2023 | 21,937 | 309 | 273 | 2,158 | N/A |
| 6/30/2023 | 21,830 | 397 | 85 | 1,853 | N/A |
| 3/31/2023 | 20,934 | 314 | 252 | 1,881 | N/A |
| 12/31/2022 | 20,037 | 230 | 419 | 1,908 | N/A |
| 9/30/2022 | 18,862 | 134 | 390 | 1,800 | N/A |
| 6/30/2022 | 17,687 | 37 | 361 | 1,692 | N/A |
| 3/31/2022 | 17,475 | 106 | 319 | 1,660 | N/A |
| 12/31/2021 | 17,262 | 175 | 277 | 1,627 | N/A |
| 9/30/2021 | 17,817 | 196 | N/A | N/A | N/A |
| 6/30/2021 | 18,372 | 216 | 1,486 | 2,878 | N/A |
| 3/31/2021 | 17,404 | -436 | 924 | 2,359 | N/A |
| 12/31/2020 | 16,436 | -1,089 | 361 | 1,839 | N/A |
| 9/30/2020 | 16,598 | -1,076 | N/A | N/A | N/A |
| 6/30/2020 | 16,759 | -1,064 | -755 | 953 | N/A |
| 3/31/2020 | 18,118 | -375 | -128 | 1,709 | N/A |
| 12/31/2019 | 19,477 | 313 | 498 | 2,464 | N/A |
| 9/30/2019 | 19,257 | 284 | N/A | 2,450 | N/A |
| 6/30/2019 | 19,037 | 255 | N/A | 2,436 | N/A |
| 3/31/2019 | 19,081 | 401 | N/A | 2,303 | N/A |
| 12/31/2018 | 19,124 | 546 | N/A | 2,170 | N/A |
| 9/30/2018 | 19,019 | 686 | N/A | 2,131 | N/A |
| 6/30/2018 | 18,914 | 826 | N/A | 2,091 | N/A |
| 3/31/2018 | 18,699 | 852 | N/A | 2,065 | N/A |
| 12/31/2017 | 18,484 | 877 | N/A | 2,039 | N/A |
| 9/30/2017 | 18,153 | 942 | N/A | 1,979 | N/A |
| 6/30/2017 | 17,822 | 1,007 | N/A | 1,918 | N/A |
| 3/31/2017 | 17,171 | 966 | N/A | 1,904 | N/A |
| 12/31/2016 | 16,519 | 925 | N/A | 1,890 | N/A |
| 9/30/2016 | 15,948 | 866 | N/A | 1,826 | N/A |
| 6/30/2016 | 15,376 | 807 | N/A | 1,761 | N/A |
| 3/31/2016 | 14,960 | 768 | N/A | 1,734 | N/A |
| 12/31/2015 | 14,544 | 729 | N/A | 1,706 | N/A |
| 9/30/2015 | 14,110 | 690 | N/A | 1,634 | N/A |
| 6/30/2015 | 13,676 | 650 | N/A | 1,561 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: FR 'nin tahmini kazanç büyümesi (yıllık 32.7% ) tasarruf oranının ( 2.5% ) üzerindedir.
Kazançlar ve Piyasa: FR şirketinin kazançlarının (yıllık 32.7% ) French pazarından (yıllık 12.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: FR şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: FR şirketinin gelirinin (yıllık 1.8% ) French pazarından (yıllık 5.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: FR şirketinin gelirinin (yıllık 1.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: FR 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.8 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 05:35 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Valeo SE 31 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Erwann Dagorne | Barclays |
| Michael Tyndall | Barclays |
| Romain Gourvil | Berenberg |