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Seche Environnement
(SCHP)
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Rating:53Neutral
Price Target:
€82.00
▲(0.99% Upside)
Action:Reiterated
Date:08/04/26
The score is held back primarily by weaker 2025 financial performance (sharp revenue decline, margin/ROE compression) alongside elevated leverage, despite steady operating cash flow and improved equity. Technicals are neutral-to-slightly positive with the stock above its 200-day average, while valuation is middling due to a relatively high P/E and modest yield.
Positive Factors
Stable operating cash flow
Consistent operating cash flow near €190–€200m across 2023–2025 provides a durable internal funding source to run and maintain specialized treatment assets, fund incremental capex, service interest and support operations during cyclical swings, improving resilience over the next months.
Negative Factors
Elevated leverage
Sustained high leverage amplifies financial risk and limits strategic optionality: interest and principal servicing constrain free cash deployment, reduce ability to pursue M&A or large capex, and increase vulnerability to margin pressure or slower collections in the 2–6 month horizon.
Read all positive and negative factors
Positive Factors
Negative Factors
Stable operating cash flow
Consistent operating cash flow near €190–€200m across 2023–2025 provides a durable internal funding source to run and maintain specialized treatment assets, fund incremental capex, service interest and support operations during cyclical swings, improving resilience over the next months.
Read all positive factors
Seche Environnement (SCHP) vs. iShares MSCI France ETF (EWQ)
Market Cap
€631.84M
Dividend Yield1.48%
Average Volume (3M)5.25K
Price to Earnings (P/E)29.2
Beta (1Y)0.53
Revenue Growth5.24%
EPS Growth-39.46%
CountryFR
Employees7,404
SectorGeneral
Sector StrengthN/A
IndustryWaste Management
Share Statistics
EPS (TTM)2.77
Shares Outstanding7,857,732
10 Day Avg. Volume5,825
30 Day Avg. Volume5,249
Financial Highlights & Ratios
PEG Ratio-0.67
Price to Book (P/B)0.85
Price to Sales (P/S)0.45
P/FCF Ratio6.88
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)4.33
Revenue Forecast (FY)€1.34B
Seche Environnement Business Overview & Revenue Model
Company Description
Séché Environnement S.A., established in 1976 and headquartered in Paris, France, provides comprehensive waste recovery and treatment solutions. The company serves industrial and corporate clients, as well as local authorities, both within France ...
How the Company Makes Money
Séché Environnement makes money primarily by charging fees for managing waste on behalf of industrial clients and public-sector entities. Key revenue streams typically include: (1) Treatment and disposal fees: recurring revenue from accepting wast...
Seche Environnement Earnings Call Summary
Earnings Call Date:Sep 10, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Sep 09, 2026
Earnings Call Sentiment Neutral
The earnings call presented a mixed outlook with strong growth in revenue and successful integration of acquisitions, but was tempered by challenges such as declining energy prices impacting margins and underperformance in certain regions such as Spain.Positive Updates
Dynamic Growth in H1 2025
Séché Environnement reported a dynamic growth with a 14.8% increase in contributed revenue to EUR 580.1 million, with organic growth at 7.5%.
Negative Updates
Impact of Declining Energy Prices
Energy prices dropped sharply, negatively impacting EBITDA by approximately EUR 15 million, with a projected reduction in expected EBITDA margins.
Read all updates
Q2-2025 Updates
Positive
Negative
Dynamic Growth in H1 2025
Séché Environnement reported a dynamic growth with a 14.8% increase in contributed revenue to EUR 580.1 million, with organic growth at 7.5%.
Read all positive updates
Company Guidance
During the Séché Environnement call, guidance for H2 2025 and beyond was outlined amidst a backdrop of dynamic growth and several challenges. The group reported H1 2025 revenue of EUR 580.1 million, marking a 7.5% organic growth, with an EBITDA of EUR 118.2 million, representing a margin increase to 20.4% from 17.5% last year. Despite strong cash generation and achieving a leverage target below 3x EBITDA, the company anticipates a limited increase in EBITDA margins, partly due to declining energy prices, which are expected to impact earnings by EUR 15 million in H2. The planned acquisition of Groupe Flamme is a key strategic focus, pending regulatory approval, and is expected to enhance the company's market share in hazardous waste management in France. The outlook for 2025 maintains a revenue target of EUR 1.280 billion, with an anticipated EBITDA range of EUR 250 million to EUR 260 million. While international segments showed mixed results, the group expects improved performance in H2, particularly in Latin America and Southern Africa.Seche Environnement Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
46
Neutral
Cash Flow
52
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.26B | 1.19B | 1.09B | 974.95M | 791.32M |
| Gross Profit | 172.75M | 678.14M | 631.16M | 254.31M | 202.34M |
| EBITDA | 219.73M | 183.28M | 201.88M | 190.09M | 161.07M |
| Net Income | 21.48M | 35.50M | 47.83M | 44.61M | 28.38M |
Balance Sheet | |||||
| Total Assets | 2.61B | 2.12B | 1.59B | 1.40B | 1.22B |
| Cash, Cash Equivalents and Short-Term Investments | 706.12M | 170.47M | 162.22M | 126.17M | 172.20M |
| Total Debt | 1.25B | 1.02B | 798.62M | 703.99M | 647.09M |
| Total Liabilities | 1.73B | 1.53B | 1.24B | 1.09B | 949.92M |
| Stockholders Equity | 665.79M | 363.75M | 338.34M | 310.10M | 269.47M |
Cash Flow | |||||
| Free Cash Flow | 82.75M | 116.47M | 95.49M | 33.68M | 37.41M |
| Operating Cash Flow | 192.56M | 201.20M | 187.31M | 133.54M | 126.97M |
| Investing Cash Flow | -123.43M | -304.35M | -168.73M | -189.48M | -117.61M |
| Financing Cash Flow | 470.90M | 106.20M | 18.76M | -5.20M | 46.96M |
Seche Environnement Technical Analysis
Positive
81.20
Price Trends
80.30
Positive
80.71
Positive
74.52
Positive
Market Momentum
0.29
Positive
52.52
Neutral
39.08
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:SCHP, the sentiment is Positive. The current price of 81.2 is below the 20-day moving average (MA) of 81.20, above the 50-day MA of 80.30, and above the 200-day MA of 74.52, indicating a neutral trend. The MACD of 0.29 indicates Positive momentum. The RSI at 52.52 is Neutral, neither overbought nor oversold. The STOCH value of 39.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:SCHP.
Seche Environnement Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
57 Neutral | €1.47B | 11.20 | 11.53% | 1.37% | -2.88% | 24.77% | |
57 Neutral | €17.53M | 21.82 | ― | ― | -9.27% | 1858.06% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
55 Neutral | €25.23B | 20.52 | 13.90% | 4.10% | -0.13% | 12.40% | |
53 Neutral | €631.84M | 29.24 | 4.19% | 1.48% | 5.24% | -39.46% | |
42 Neutral | €14.60M | -1.03 | 24.22% | ― | -1.54% | -68.96% |
* General Sector Average
FR:SCHP
Seche Environnement
80.90
-20.12
-19.91%
FR:DBG
Derichebourg
9.33
3.43
58.08%
FR:VIE
Veolia Environnement
35.19
6.49
22.63%
FR:OREGE
Orege SA
0.28
-0.01
-4.75%
FR:ALTUV
Bio-UV Group SA
1.36
-0.37
-21.21%
FR:GPE
Groupe Pizzorno Environnement SA
61.70
2.64
4.47%
Seche Environnement Corporate Events
Séché Environnement Updates Share Capital and Voting Rights Structure
Aug 6, 2026
Séché Environnement has disclosed updated regulatory information on its capital structure, reporting that its share capital consists of 7,857,732 shares. The company also states that the total number of theoretical voting rights attached...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.