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 |
| 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 |
