Added to YB: 2025-03-04
Pitch date: 2025-03-01
VU.PA [neutral]
VusionGroup S.A.
-46.33%
current return
Author Info
Waver has been an investor for 15 years and is the author of the book Investing with Eagles. He invests only in a few quality companies with high moats. Focusing on strong fundamentals, growth prospects and price. Sign up for the newsletter.
Company Info
VusionGroup S.A. provides digitalization solutions for commerce in Europe, Asia, and North America. The company offers Internet of Things (IoT) devices, including electronic shelf labels, cameras, fixtures and accessories, infrastructure, Wi-Fi integrations, and Captana wireless mini cameras; and retail IoT SaaS solutions comprising VUSION Cloud, VUSION Asset Management, VUSION Manager, VUSION Studio, VUSION Link, VUSION Engage, Storefront, VUSION Rail, and VUSION Ads for brands.
Market Cap
EUR 2.2B
Pitch Price
EUR 202.53
Price Target
N/A
Dividend
0.22%
EV/EBITDA
41.30
P/E
-62.09
EV/Sales
2.43
Sector
Electronic Equipment, Instruments and Components
Category
growth
VusionGroup: Our Portfolio's Billion-Euro Superstar!
VU.PA (Q4 overview): Record €1.01B rev (+25% YoY), €161M adj EBITDA (+51%), €53.4M net income (+54%). €1.6B order book (+71%). 14% FCF yield, 40% growth next year. N.America 50%+ rev post-Walmart deal. 2025: 40% rev growth to €1.4B, 80% VAS growth. Doubling dividend to €0.60/share. Strong cash position, market leader.
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