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Seche Environnement (SCHP) AI Stock Analysis
Seche Environnement
(Paris:SCHP)
The score is held back primarily by weaker 2025 financial performance (sharp revenue decline, margin/ROE compression) alongside elevated leverage, despite steady operating cash flow and improved equity. Technicals are neutral-to-slightly positive with the stock above its 200-day average, while valuation is middling due to a relatively high P/E and modest yield.
Seche Environnement (SCHP) vs. iShares MSCI France ETF (EWQ)
- Market Cap
- EUR 585.78M
- Dividend Yield
- 1.60%
- Average Volume (3M)
- 4,081
- Price to Earnings (P/E)
- 32.8
- Beta (1Y)
- 0.46
- Revenue Growth
- 2.29%
- EPS Growth
- -59.18%
- Country
- France
- Employees
- 7,404
- Sector
- General
- Sector Strength
- 55
- Industry
- Waste Management
Seche Environnement Business Overview & Revenue Model
Company Description
Séché Environnement S.A., established in 1976 and headquartered in Paris, France, provides comprehensive waste recovery and treatment solutions. The company serves industrial and corporate clients, as well as local authorities, both within France and...
How the Company Makes Money
Séché Environnement primarily makes money by charging fees for waste-related services delivered under contracts with industrial clients, local authorities, and other waste holders. Its main revenue streams typically include: (1) Waste treatment and d...
Seche Environnement Earnings Call Summary
The earnings call presented a mixed outlook with strong growth in revenue and successful integration of acquisitions, but was tempered by challenges such as declining energy prices impacting margins and underperformance in certain regions such as Spain.
Q2-2025 Updates
Positive Updates
Negative Updates
Company Guidance
During the Séché Environnement call, guidance for H2 2025 and beyond was outlined amidst a backdrop of dynamic growth and several challenges. The group reported H1 2025 revenue of EUR 580.1 million, marking a 7.5% organic growth, with an EBITDA of EUR 118.2 million, representing a margin increase to 20.4% from 17.5% last year. Despite strong cash generation and achieving a leverage target below 3x EBITDA, the company anticipates a limited increase in EBITDA margins, partly due to declining energy prices, which are expected to impact earnings by EUR 15 million in H2. The planned acquisition of Groupe Flamme is a key strategic focus, pending regulatory approval, and is expected to enhance the company's market share in hazardous waste management in France. The outlook for 2025 maintains a revenue target of EUR 1.280 billion, with an anticipated EBITDA range of EUR 250 million to EUR 260 million. While international segments showed mixed results, the group expects improved performance in H2, particularly in Latin America and Southern Africa.
Seche Environnement Financial Statement Overview
Summary
Recent fundamentals weakened: 2025 shows a sharp reported revenue contraction (-56.2%) and margin compression (net margin ~1.7% vs ~3.0% in 2024). Leverage remains high (debt-to-equity ~1.9x in 2025), and ROE fell to ~3.2%. Offsetting this, operating cash flow stayed fairly steady (~€190–€200m) with positive free cash flow, and equity increased materially in 2025, improving balance-sheet flexibility versus 2024.
Income Statement
44NeutralBalance Sheet
46NeutralCash Flow
52Neutral| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.29B | 1.26B | 1.19B | 1.09B | 974.95M | 791.32M |
| Gross Profit | 180.05M | 172.75M | 678.14M | 631.16M | 254.31M | 202.34M |
| EBITDA | 227.85M | 219.73M | 210.89M | 198.01M | 190.09M | 161.07M |
| Net Income | 17.74M | 21.48M | 35.50M | 47.83M | 44.61M | 28.38M |
Balance Sheet | ||||||
| Total Assets | 2.73B | 2.61B | 2.12B | 1.59B | 1.40B | 1.22B |
| Cash, Cash Equivalents and Short-Term Investments | 509.66M | 706.12M | 170.47M | 162.22M | 126.17M | 172.20M |
| Total Debt | 1.26B | 1.25B | 1.02B | 798.62M | 703.99M | 647.09M |
| Total Liabilities | 1.86B | 1.73B | 1.53B | 1.24B | 1.09B | 949.92M |
| Stockholders Equity | 657.29M | 665.79M | 363.75M | 338.34M | 310.10M | 269.47M |
Cash Flow | ||||||
| Free Cash Flow | 91.94M | 82.75M | 116.47M | 95.49M | 33.68M | 37.41M |
| Operating Cash Flow | 197.90M | 192.56M | 201.20M | 187.31M | 133.54M | 126.97M |
| Investing Cash Flow | -306.03M | -123.43M | -304.35M | -168.73M | -189.48M | -117.61M |
| Financing Cash Flow | 281.85M | 470.90M | 106.20M | 18.76M | -5.20M | 46.96M |
Seche Environnement Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:SCHP, the sentiment is Neutral. The current price of 75.10 is above the 20-day moving average (MA) of 71.30, below the 50-day MA of 75.85, and below the 200-day MA of 76.66, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 55.87 is Neutral, neither overbought nor oversold. The STOCH value of 83.02 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FR:SCHP.
Seche Environnement Peers Comparison
Overall Rating
FR:VIE71Outperform
FR:DBG68Neutral- FR:SCHP53Neutral
FR:OREGE42Neutral
FR:ALTUV41Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| FR:VIE | 71Outperform | EUR 24.16B | 19.65 | 17.55% | 4.54% | -0.13% | 12.40% |
| FR:DBG | 68Neutral | EUR 1.26B | 9.55 | 11.53% | 1.64% | -2.88% | 24.77% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| FR:SCHP | 53Neutral | EUR 585.81M | 32.79 | 2.68% | 1.60% | 2.29% | -59.18% |
| FR:OREGE | 42Neutral | EUR 14.85M | -1.18 | 19.27% | ― | 61.30% | -6.66% |
| FR:ALTUV | 41Neutral | EUR 10.91M | 82.47 | ― | ― | -5.75% | -78.66% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FR:SCHP | Seche Environnement | 75.10 | 6.38 | 9.28% | |
| FR:DBG | Derichebourg SA | 7.92 | 2.12 | 36.61% | |
| FR:VIE | Veolia Environnement (UK) | 33.01 | 5.59 | 20.38% | |
| FR:OREGE | Orege SA | 0.29 | 0.01 | 2.80% | |
| FR:ALTUV | Bio-UV Group SA | 0.80 | -0.79 | -49.69% | |
| FR:GPE | Groupe Pizzorno Environnement SA | 62.60 | 5.98 | 10.56% |
Seche Environnement Corporate Events
Séché Environnement Updates Share Capital and Voting Rights Structure
Séché Environnement reported that, as of October 1, 2026, its share capital consisted of 7,857,732 shares, reflecting the current equity structure of the company. The group also disclosed a total of 12,997,056 theoretical voting rights, a f...
Séché Environnement Files Half-Year Financial Report and Sets Date for Q3 Revenue Update
Séché Environnement has filed its Half-Year Financial Report with the French financial markets regulator, the Autorité des Marchés Financiers, making the document available on both the company’s website and the AMF portal, a...
Séché Environnement lifts profitability and cements global waste leadership with Chile and Italy deals
Séché Environnement reported first‑half 2026 contributive revenue of €607.8m, up 4.8% year‑on‑year, with EBITDA rising 8.5% to €128.3m as international operations delivered strong growth and historically high p...
Séché Environnement Updates Share Capital and Voting Rights Structure
Séché Environnement has disclosed updated regulatory information on its capital structure, reporting that its share capital consists of 7,857,732 shares. The company also states that the total number of theoretical voting rights attached to...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Aug 04, 2026