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 | Sanjay Bhagwani |
| 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: July 10, 2024. Based on estimates from 12 analysts
| Total sales (€m) |
Operating Margin excl. JV & associates (€m) |
Operating Margin excl. JV & associates (as a % of sales) |
||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2024 e | H1 2024 e | FY 2024 e | FY 2025 e | H1 2024 e | FY 2024 e | FY 2025 e | H1 2024 e | FY 2024 e | FY 2025 e | |
| Number of estimates | 11 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 |
| Average | 5 791 | 11 226 | 22 477 | 23 946 | 409 | 947 | 1 262 | 3.6% | 4.2% | 5.3% |
| Median | 5 783 | 11 218 | 22 437 | 23 718 | 403 | 942 | 1 241 | 3.6% | 4,2% | 5.2% |
| EBITDA (€m) |
EBITDA (as a % of sales) |
Free Cash Flow (€m) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| H1 2024 e | FY 2024 e | FY 2025 e | H1 2024 e | FY 2024 e | FY 2025 e | H1 2024 e | FY 2024 e | FY 2025 e | |
| Number of estimates | 8 | 11 | 11 | 8 | 11 | 11 | 10 | 11 | 11 |
| Average | 1 319 | 2 797 | 3 193 | 11.8% | 12.4% | 13.3% | 85 | 321 | 509 |
| Median | 1 322 | 2 802 | 3 196 | 11.8% | 12.5% | 13.5% | 88 | 325 | 534 |
