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Added to YB: 2025-03-04

Pitch date: 2025-03-01

VU.PA [neutral]

VusionGroup S.A.

-0.16%

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. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.

Market Cap

EUR 4.1B

Pitch Price

EUR 202.53

Price Target

N/A

Dividend

0.24%

EV/EBITDA

46.93

P/E

-302.50

EV/Sales

3.12

Sector

Electronic Equipment, Instruments and Components

Category

growth

Show full summary:
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.

Read full article (2 min)