Obermatt

Valeo

PAR:FR · FR0013176526
Auto ComponentsX-Large

360

77
EV / EBIT67
Price / Owner Earnings76
Owner Earnings Yield65
Dividend Yield75
Price/Sales87
EV / Gross Profit93
Price/Book67
Return on Capital54
Cash Return on Capital46
Return on Equity33
EBIT Margin46
Gross Profitability59
Cash Conversion100
Accruals61
Owner Earnings Margin34
Sales growth26
Profit Growth76
Long-Term EPS Growth96
Owner Earnings Growth89
Reinvestment54
Price momentum92
Debt load12
Refinancing3
Debt Payback12
Liquidity43
Analyst ratings21
Opinion Changes50
Price Target Upside1
Market mood27
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Valeo clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryFrance
IndustryAuto Components
SizeX-Large
TypePublic Company
ExchangeENXTPA
Founded1923
Employees36,523
ISINFR0013176526
Last UpdateApr 2, 2026
Themes
Energy ManagementEnergy StorageElectric VehicleSensorsAutonomous VehiclesDetectors, Sensors and MemsAutomotiveIndustrial ManufacturingManufacturing

Description

Valeo SE designs, produces, and sells products and systems for automakers. Business Segments The company operates through Powertrain Systems Business Group, Comfort & Driving Assistance Systems, Visibility Systems, and Thermal Systems segments. Po…

Analysis

Bargain bin

Valeo SE falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause.

The price is attractive. You pay 8.4× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -6% yearly growth; analysts expect 46%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is stretched. The company scores 8/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
44
2023202420252026

All-time high

50

Mar 2026

All-time low

26

Jan 2024

Average rank

41

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
87
95
93
82
Price/Earnings
88
82
82
45
Price/Book
67
73
69
46
Dividend Yield
75
78
70
62
Value (overall)
96
99
84
65

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →