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: April 19, 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)
  Q12024e H1 2024e FY 2024e FY 2025e H1 2024e FY 2024e FY 2025e H1 2024e FY 2024e FY 2025e
Number of estimates 12 7 11 11 7 11 11 7 11 11
Average 5 414 11 271 22 596 24 160 419 974 1 317 3.7% 4.3% 5.45%
Median 5 410 11 265 22 626 24 081 401 976 1 352 3.6% 4.3% 5.6%
  EBITDA
(€m)
EBITDA
(as a % of sales)
Free Cash Flow
(€m)
  H1 2024e FY 2024e FY 2025e H1 2024e FY 2024e FY 2025e H1 2024e FY 2024e FY 2025e
Number of estimates 7 11 11 7 11 11 6 11 11
Average 1 333 2 849 3 249 11.8% 12.6% 13.4% 92 328 550
Median 1 350 2 858 3 232 12.0% 12.6% 13.4% 84 353 569