Analysts and consensus estimates
The following sell side analysts follow Valeo on a regular basis.
| BROKER | NAME |
|---|---|
| ALPHAVALUE | Adrien Brasey |
| BANK OF AMERICA | Alexander Jones |
| BARCLAYS | Erwann Dagorne |
| BERENBERG | Romain Gourvil |
| BNP PARIBAS EXANE | Stephen Benhamou |
| CIC | Dominique Descours |
| CITI | Ross Macdonald |
| DEUTSCHE BANK SECURITIES | Christoph Laskawi |
| EVERCORE ISI | Chris McNally |
| HSBC | Edoardo Spina |
| J.P.MORGAN | Jose Asumendi |
| JEFFERIES | Michael Aspinall |
| KEPLER CHEUVREUX | Thomas Besson |
| ODDO SECURITIES | Michael Foundoukidis |
| BERNSTEIN SOCIÉTÉ GÉNÉRALE | Stephen Reitman |
| TP ICAP | Julien Thomas |
| UBS | David Lesne |
Consensus estimates
The following estimates have been obtained from the brokerage firms that follow Valeo on a regular basis.
Valeo does not endorse or take responsibility for the accuracy of this information.
April 24, 2025. Based on estimates from 12 analysts
| Total sales (€m) |
Operating Margin excl. JV & associates (€m) |
Operating Margin excl. JV & associates (as a % of sales) |
||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 2025 e | H1 2025 e | FY 2025 e | FY 2026 e | H1 2025 e | FY 2025 e | FY 2026 e | H1 2024 e | FY 2025 e | FY 2026 e | |
| Number of estimates | 12 | 9 | 12 | 12 | 8 | 12 | 12 | 8 | 12 | 12 |
| Average | 5 309 | 10 744 | 21 430 | 22 268 | 453 | 969 | 1 165 | 4.2% | 4.5% | 5.2% |
| Median | 5 298 | 10 829 | 21 427 | 22 413 | 449 | 967 | 1 147 | 4.1% | 4.5% | 5.1% |
| EBITDA (€m) |
EBITDA (as a % of sales) |
Free Cash Flow (€m) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| H2 2024 e | FY 2024 e | FY 2025 e | H2 2024 e | FY 2024 e | FY 2025 e | H2 2024 e | FY 2024 e | FY 2025 e | |
| Number of estimates | 8 | 11 | 11 | 8 | 11 | 11 | 7 | 12 | 12 |
| Average | 1 380 | 2 885 | 3 124 | 12.8% | 13.5% | 14.0% | 80 | 441 | 539 |
| Median | 1 391 | 2 885 | 3 074 | 12.8% | 13.5% | 13.7% | 101 | 485 | 567 |
