Analysts and consensus estimates

The following sell side analysts follow Valeo on a regular basis.

BROKER NAME
ALPHAVALUE  Adrien Brasey
BANK OF AMERICA Michael Jacks
BARCLAYS Erwann Dagorne
BERENBERG Romain Gourvil
BNP PARIBAS EXANE Stephen Benhamou
CIC Dominique Descours
CITI Harald Hendrikse
DEUTSCHE BANK SECURITIES Christoph Laskawi
EVERCORE ISI Chris McNally
GOLDMAN SACHS George Galliers
HSBC Edoardo Spina
J.P.MORGAN Jose Asumendi
JEFFERIES Michael Aspinall
KEPLER CHEUVREUX Thomas Besson
MORGAN STANLEY Ross MacDonald
ODDO SECURITIES Michael Foundoukidis
BERNSTEIN SOCIÉTÉ GÉNÉRALE Stephen Reitman
STIFEL Pierre-Yves Quemener
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.

Updated: October 18, 2024. Based on estimates from 13 analysts

  Total sales
(€m)
Operating Margin
excl. JV & associates (€m)
Operating Margin
excl. JV & associates (as a % of sales)
  Q3 2024 e 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 13 9 13 13 8 13 13 8 13 13
Average 5 095 10 767 21 873 23 019 477 912 1 165 4,4% 4.2% 5.1%
Median 5 103 10 775 21 883 22 995 477 912 1 195 4.4% 4,2% 5.2%
  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 9 12 12 9 12 12 5 10 10
Average 1 354 2 753 3 083 12.6% 12.6% 13.4% 225 333 487
Median 1 352 2 750 3 080 12.5% 12.6% 13.4% 228 341 515