Added to YB: 2026-08-19
Pitch date: 2026-08-16
VIE.PA [neutral]
Veolia Environnement SA
Author Info
No bio for this author
Company Info
Veolia Environnement SA designs and provides water, waste, and energy management solutions. It operates through France and Hazardous Waste Europe; Europe; Americas, Asia Pacific, Africa Middle-East; Water Technologies; and Other segments.
Market Cap
EUR 24.9B
Pitch Price
N/A
Price Target
N/A
Dividend
4.41%
EV/EBITDA
8.09
P/E
19.69
EV/Sales
1.16
Sector
Multi-Utilities
Category
growth
Veolia: Should we invest in the water and waste management giant?
VIE.PA (overview): World leader in environmental services (water, waste, energy) post-Suez merger; €42.9B rev, 4%+ yield, ~10% 10yr annualized return. Defensive w/ inflation-linked contracts, high renewal rates. Growth drivers: ultrapure water for AI data centers (€1B rev target by 2030), desalination, PFAS regs. Risks: remunicipalization (Paris, Lyon), cyclical waste, lower EU waste multiples vs US peers.
Read full article (11 min)