Added to YB: 2026-01-14
Pitch date: 2026-01-13
VU.PA [bullish]
Vusion S.A.
-23.11%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 2.1B
Pitch Price
EUR 167.00
Price Target
508.00 (+309%)
Dividend
0.73%
EV/EBITDA
9.84
P/E
15.32
EV/Sales
1.10
Sector
Electronic Equipment, Instruments and Components
Category
growth
High Conviction European Idea for 2026
VU.PA: Leading global ESL provider (89% of €1B rev) targeting €2.2B rev & 22% EBITDA margin by 2027 driven by Walmart rollout across 4,600 US stores (~€2B backlog), software/services growth to 30-40% of sales (from 11%), and early-stage US adoption (10-15% penetrated market). 35%+ EBITDA CAGR expected. 5yr PT €508 (207% upside) at 7x EBITDA / 17x FCF. Risks: execution at scale, competitive pricing pressure, software adoption pace.
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