Added to YB: 2026-07-24
Pitch date: 2026-07-22
VU.PA [neutral]
Vusion S.A.
-0.16%
current return
Author Info
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Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in France, rest of Europe, the Middle East, Africa, Asia, and the Americas.
Market Cap
EUR 2.1B
Pitch Price
EUR 126.20
Price Target
N/A
Dividend
0.72%
EV/EBITDA
10.05
P/E
15.59
EV/Sales
1.13
Sector
Electronic Equipment, Instruments and Components
Category
value
Vusion (EPA: VU) — Walmart's long shadow
VU.PA (pass): ESL/SaaS retail play, but Walmart's $1B contract (2x'd rev) phases out 2027, dropping Walmart rev from €1.1B to €300M (~45% total rev decline). Ex-Walmart rev fell 20%+/yr in 24-25. Carrefour/Morrisons/Walmex replace <50% of gap. VAS recurring only 9%. 2026 cash gap €280M erodes €439M cash. At €120, ~20x P/E on €6-7 EPS—too many expectations priced in, no margin of safety.
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