Seche Environnement (SECVY) AI Stock Analysis

Seche Environnement

(Other OTC:SECVY)

Select Model

Rating:62Neutral

Price Target:$18.00▲(7.35% Upside)

Action:reiterated

Date:08/06/26

Moderate financial performance with cash flow strengths but high debt and profitability concerns weighs heaviest, supported by mildly positive technicals but tempered by high valuation metrics.

Positive Factors

Specialized waste-management positionThe company’s technical focus on complex waste streams and compliance-driven treatment creates a specialized service proposition. Its collection, treatment, recovery, remediation, and decontamination capabilities can support durable customer relationships where environmental risk management and regulatory compliance are essential.

Negative Factors

Revenue and net-margin deteriorationThe shift from strong growth in earlier years to a 2025 revenue decline signals weaker recent demand or pricing conditions. At the same time, materially thinner net margins reduce earnings resilience, leaving less profit buffer to absorb continued pressure or support future investment.

Seche Environnement (SECVY) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $607.99M
Dividend Yield: 1.60%
Average Volume (3M): 4,000
Price to Earnings (P/E): 32.8
Beta (1Y): 0.40
Revenue Growth: 9.74%
EPS Growth: -56.16%
Country: US
Employees: 7,451
Sector: Industrials
Sector Strength: 63
Industry: Waste Management

Seche Environnement Business Overview & Revenue Model

Company Description

Séché Environnement S.A. operates as a leading environmental services group, specializing in comprehensive waste management solutions encompassing recovery and processing. The company serves industrial and corporate enterprises, as well as municipal...

Seche Environnement Earnings Call Summary

Earnings Call Date:Sep 09, 2025(Q2-2025)|% Change Since:-21.50%|Next Earnings Date:Mar 14, 2027

Earnings Call SentimentNeutral

The earnings call presented strong financial results with dynamic revenue growth and successful refinancing efforts, bolstered by significant contract wins and the integration of ECO. However, the company faced challenges with declining energy prices, chemical sector uncertainties, and delays in key projects which impacted the overall growth outlook.

Positive Updates

Dynamic Revenue Growth

The company reported a contributed revenue of EUR 580.1 million, up organically by over 7.5%, demonstrating dynamic growth in both France and internationally.

Negative Updates

Impact of Declining Energy Prices

The reduction in energy sale prices negatively impacted EBITDA by approximately EUR 15 million and is expected to continue affecting margins.

Company Guidance

During the Séché Environnement call, the company provided guidance for the remainder of 2025, highlighting several key metrics from their H1 performance. The group reported a contributed revenue of EUR 580.1 million, reflecting an organic growth of over 7.5%, and an EBITDA of EUR 118.2 million, with a margin increase to 20.4% from 17.5% the previous year. The net income group share doubled from the same period last year, and the operating cash flow reached EUR 63 million. The company successfully reduced its net financial debt to EUR 813.7 million, achieving a financial leverage of 2.9x EBITDA. Looking ahead, Séché Environnement confirmed its revenue target of EUR 1.280 billion for 2025 but anticipated a limited increase in EBITDA margins due to declining energy prices impacting the circular economy segment. Despite this, the company remains committed to maintaining a financial leverage below 3x, excluding acquisitions, and emphasized its continued focus on cash flow generation and solid financial structure.

Seche Environnement Financial Statement Overview

Summary

Financial performance is moderate, with steady historical revenue growth and strong cash flow generation offset by high debt levels, declining profitability in 2025, and inconsistent returns on equity.

Income Statement

65Positive

Balance Sheet

55Neutral

Cash Flow

70Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.29B	1.21B	1.19B	1.09B	972.68M	790.12M
Gross Profit	384.92M	165.93M	1.04B	631.16M	561.06M	462.87M
EBITDA	227.58M	211.06M	211.03M	206.07M	187.64M	158.77M
Net Income	17.70M	20.63M	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	510.76M	705.82M	169.75M	162.47M	126.17M	172.20M
Total Debt	1.27B	1.25B	1.02B	781.85M	739.01M	671.76M
Total Liabilities	1.86B	1.73B	1.53B	1.24B	1.09B	949.92M
Stockholders Equity	657.29M	665.51M	363.75M	338.34M	310.10M	269.47M
Cash Flow
Free Cash Flow	95.72M	79.48M	116.47M	95.49M	48.26M	52.70M
Operating Cash Flow	205.39M	184.96M	201.20M	187.31M	148.12M	142.27M
Investing Cash Flow	-312.12M	-118.55M	-304.35M	-168.73M	-189.48M	-117.61M
Financing Cash Flow	285.86M	452.32M	106.20M	18.76M	-5.20M	46.96M

Seche Environnement Technical Analysis

Technical Analysis SentimentNeutral

Last Price16.77

Price Trends

50DMA17.30Negative

100DMA17.87Negative

200DMA17.82Negative

Market Momentum

MACD-0.10Negative

RSI53.63Neutral

STOCH90.61Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SECVY, the sentiment is Neutral. The current price of 16.77 is above the 20-day moving average (MA) of 15.96, below the 50-day MA of 17.30, and below the 200-day MA of 17.82, indicating a neutral trend. The MACD of -0.10 indicates Negative momentum. The RSI at 53.63 is Neutral, neither overbought nor oversold. The STOCH value of 90.61 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SECVY.

Seche Environnement Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

SECVY against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WM	77Outperform	$92.83B	30.52	30.85%	1.57%	5.19%	19.97%
RSG	74Outperform	$74.73B	33.75	18.47%	1.04%	4.46%	7.35%
CLH	69Neutral	$15.93B	30.24	18.27%	―	10.09%	38.12%
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
SECVY	62Neutral	$654.25M	32.79	2.68%	1.60%	9.74%	-56.16%
NVRI	49Neutral	$519.26M	-1.13	918.96%	81.43%	-22.51%	-698.56%
CWST	47Neutral	$5.94B	1001.39	0.36%	―	13.59%	-50.47%

* Industrials Sector Average

Performance Comparison

SECVY and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
SECVY	Seche Environnement Sa Unsponsored Adr	16.77	0.81	5.10%
CWST	Casella Waste Systems	93.33	4.61	5.20%
CLH	Clean Harbors	302.12	93.41	44.76%
RSG	Republic Services	244.04	41.20	20.31%
WM	Waste Management	233.45	39.91	20.62%
NVRI	Enviri Corporation	18.42	2.25	13.91%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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 06, 2026

Seche Environnement AI Stock Analysis