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Valeo SA (EU) (VLEEY)
OTHER OTC:VLEEY
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Valeo SA (EU) (VLEEY) Price & Analysis

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VLEEY Stock Chart & Stats

$7.81
$0.00(0.00%)
At close: 4:00 PM EDT
$7.81
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet De‑riskingMaterial deleveraging (debt-to-equity ~0.19 in 2025 vs ~1.6–2.0 prior) meaningfully reduces refinancing and liquidity risk. This improves financial flexibility to fund technology investment, absorb cyclical OEM shocks, and support strategic spending over the medium term.
Cash Generation And FCFSustained operating cash flow (~€2.3B) and improved FCF (~€528M in 2025; H1 FCF €242M) create reliable internal funding. Strong cash generation underpins deleveraging, funds lower long‑term capex targets and R&D, and reduces reliance on external financing over coming quarters.
Order Backlog And Product MixA large, diversified order intake (€12.1bn, 1.4x OEM sales) with balanced POWER/BRAIN/LIGHT mix provides multi‑period revenue visibility. Major program awards and beyond‑automotive adjacencies strengthen structural positioning in electrification and ADAS, supporting return to growth.
Bears Say
Thin Net ProfitabilityDespite margin recovery, net margin remains very thin (~1% in 2025) and reported net income showed limited improvement. Low bottom‑line profitability constrains retained earnings, limits resilience to cost or volume shocks, and keeps earnings vulnerable in a downturn.
Revenue Softness And China ExposureTop‑line weakness (2025 revenue decline ~4.5%) and a 9% LFL China contraction weaken growth visibility. Heavy OEM exposure and regional slumps can delay order conversion into revenue and prolong recovery, especially given China’s outsized role in recent order wins.
Tax & R&D Impairments Pressuring MarginsAn elevated effective tax rate (~48%) combined with an €85m R&D impairment reduces reported profitability and cash conversion in the near term. These non‑operational and accounting items compress margins and complicate the path to sustainably higher net income despite operational gains.

Valeo SA (EU) News

VLEEY FAQ

What was Valeo SA (EU)’s price range in the past 12 months?
Valeo SA (EU) lowest stock price was $5.56 and its highest was $9.66 in the past 12 months.
    What is Valeo SA (EU)’s market cap?
    Valeo SA (EU)’s market cap is $4.19B.
      When is Valeo SA (EU)’s upcoming earnings report date?
      Valeo SA (EU)’s upcoming earnings report date is Mar 04, 2027 which is in 209 days.
        How were Valeo SA (EU)’s earnings last quarter?
        Valeo SA (EU) released its earnings results on Jul 22, 2026. The company reported $0.145 earnings per share for the quarter, missing the consensus estimate of $0.17 by -$0.025.
          Is Valeo SA (EU) overvalued?
          According to Wall Street analysts Valeo SA (EU)’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Valeo SA (EU) pay dividends?
            Valeo SA (EU) pays a Annually dividend of $0.255 which represents an annual dividend yield of 3.06%. See more information on Valeo SA (EU) dividends here
              What is Valeo SA (EU)’s EPS estimate?
              Valeo SA (EU)’s EPS estimate is 0.32.
                How many shares outstanding does Valeo SA (EU) have?
                Valeo SA (EU) has 491,215,240 shares outstanding.
                  What happened to Valeo SA (EU)’s price movement after its last earnings report?
                  Valeo SA (EU) reported an EPS of $0.145 in its last earnings report, missing expectations of $0.17. Following the earnings report the stock price went up 2.139%.
                    Which hedge fund is a major shareholder of Valeo SA (EU)?
                    Currently, no hedge funds are holding shares in VLEEY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Valeo SA (EU) Stock Smart Score

                      Company Description

                      Valeo SA (EU)

                      Valeo SE, a prominent global supplier established in 1923 and headquartered in Paris, France, specializes in the design, production, and distribution of components, integrated systems, and related services for automotive manufacturers. Its market reach extends internationally across Europe (including its native France), Africa, North and South America, and Asia. The company's multifaceted operations are categorized into four primary divisions: Comfort & Driving Assistance, Powertrain, Thermal, and Visibility Systems. Within the Comfort & Driving Assistance segment, Valeo develops advanced solutions for vehicle navigation and control. This encompasses cutting-edge driver assistance systems, such as ultrasonic sensors, radar units, and cameras for comprehensive obstacle detection, alongside intuitive human-machine interfaces and a range of connectivity options from short to long distances. Furthermore, this division engineers platforms to integrate modern applications like car-sharing services and remote parking functionalities. The Powertrain Systems division concentrates on optimizing vehicle propulsion. It provides electric powertrain technologies for electric vehicles, in addition to sophisticated mechanical components such as torque converters, dual dry and wet clutches, and actuators, all designed to automate transmissions. These innovations are intended to boost fuel efficiency and enhance the driving experience. The company also contributes to the development of more environmentally friendly engine solutions. Valeo's Thermal Systems division is committed to engineering and manufacturing solutions for precise vehicle temperature management and optimal cabin comfort for occupants, prominently featuring heating, ventilation, and air conditioning (HVAC) systems. Concurrently, the Visibility Systems unit develops and manufactures critical lighting and advanced wiper technologies, ensuring clear visibility for drivers in various atmospheric conditions. Beyond its main product offerings, Valeo supplies original equipment spare parts directly to vehicle producers and provides a broad selection of replacement components and accessories to the independent aftermarket for both passenger cars and commercial vehicles.

                      Valeo SA (EU) (VLEEY) Earnings & Revenues

                      VLEEY Company Deck

                      VLEEY Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a predominantly positive operational and financial momentum: profitability and cash generation engines are running, evidenced by higher operating margin (5.0%), strong free cash flow (EUR 242m), net debt reduction and robust order intake (EUR 12.1bn). Division-level improvements, especially the POWER turnaround and high gross margin (20.7%), support the narrative. However, notable risks remain—China sales contraction, high effective tax rate (48%), an R&D impairment (EUR 85m), market volatility and supply/cost pressures—which temper near-term visibility. On balance, the positives (margin gains, cash, deleveraging, large orders and beyond-automotive pipeline) outweigh the negatives.View all VLEEY earnings summaries
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