VusionGroup SA (FR:VU)
:VU
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VusionGroup SA
(VU)
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Rating:67Neutral
Price Target:
€131.00
▼(-36.10% Downside)
Action:ReiteratedDate:05/02/26
The score is driven primarily by strong financial performance (rapid 2025 growth, profitability rebound, and materially reduced leverage). This is tempered by weaker cash-flow consistency (sharp 2025 FCF drop) and a mixed technical picture with longer-term trend weakness. Valuation is a further headwind due to a high P/E and low dividend yield.
Positive Factors
Revenue Growth & Profitability
Sustained top-line acceleration and a return to positive net margin indicate improved product-market fit and execution on deployments. Over the next 2–6 months this supports reinvestment capacity, more predictable operations, and a stronger base for recurring software and services revenue growth.
Negative Factors
Free Cash Flow Collapse
An ~84% FCF drop despite revenue growth signals weaker cash conversion, likely from working-capital or capex timing. This reduces the firm's ability to self-fund rollouts or absorb delays, increasing reliance on external financing and making near-term investment plans more fragile.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth & Profitability
Sustained top-line acceleration and a return to positive net margin indicate improved product-market fit and execution on deployments. Over the next 2–6 months this supports reinvestment capacity, more predictable operations, and a stronger base for recurring software and services revenue growth.
Read all positive factors
VusionGroup SA (VU) vs. iShares MSCI France ETF (EWQ)
Market Cap
€1.97B
Dividend Yield0.31%
Average Volume (3M)30.00K
Price to Earnings (P/E)9.2
Beta (1Y)0.74
Revenue Growth54.18%
EPS GrowthN/A
CountryFR
Employees904
SectorGeneral
Sector StrengthN/A
IndustrySoftware - Application
Share Statistics
EPS (TTM)5.00
Shares Outstanding16,873,383
10 Day Avg. Volume18,898
30 Day Avg. Volume30,002
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)7.67
Price to Sales (P/S)2.34
P/FCF Ratio52.99
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€255.00Price Target Upside24.39% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)9.11
Revenue Forecast (FY)€1.79B
VusionGroup SA Business Overview & Revenue Model
Company Description
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 in...
How the Company Makes Money
VusionGroup makes money primarily by selling and deploying its retail digitalization solutions to retailers. The core revenue stream is the sale of ESL hardware (electronic shelf labels) and the related in-store infrastructure needed to operate th...
VusionGroup SA Earnings Call Summary
Earnings Call Date:Sep 15, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Sep 09, 2026
Earnings Call Sentiment Positive
The earnings call for VusionGroup's H1 2025 results highlighted strong revenue growth and profitability, driven by significant achievements in the U.S. market and increased VAS revenues. The company also improved its cash position and upgraded its full-year outlook. However, there were minor challenges related to foreign exchange impacts and macroeconomic conditions in Europe. Overall, the positive aspects significantly outweighed the lowlights.Positive Updates
Strong Revenue and Growth
VusionGroup achieved a 51% growth in adjusted sales at EUR 649 million. VAS revenues doubled year-on-year to EUR 91 million. Order entries were up 22% for the first half.
Negative Updates
ForEx Impact
The ForEx impact slightly affected the VCM rate negatively by 0.3 points.
Read all updates
Q2-2025 Updates
Positive
Negative
Strong Revenue and Growth
VusionGroup achieved a 51% growth in adjusted sales at EUR 649 million. VAS revenues doubled year-on-year to EUR 91 million. Order entries were up 22% for the first half.
Read all positive updates
Company Guidance
In the recent call, VusionGroup provided an updated guidance for the fiscal year, reflecting significant positive trends in their financial performance. The company reported a 51% growth in adjusted sales, reaching EUR 649 million, with order entries up by 22% and VAS revenues doubling year-on-year to EUR 91 million. The company also achieved a 300 basis point increase in EBITDA margin compared to the first half of the previous year. Furthermore, they improved their net cash position by EUR 120 million, with free cash flow at EUR 192 million. Based on these results, VusionGroup raised their full-year revenue target to around EUR 1.5 billion, indicating a 50% year-on-year growth, and anticipated an adjusted EBITDA margin increase of 200 to 300 basis points for the year. These revised targets underscore the company's strong financial metrics and growth visibility for the remainder of the year.VusionGroup SA Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
84
Very Positive
Cash Flow
62
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.47B | 954.71M | 801.96M | 620.86M | 422.87M |
| Gross Profit | 332.40M | 262.27M | 222.65M | 141.27M | 103.77M |
| EBITDA | 222.50M | 52.64M | 154.50M | 56.29M | 34.82M |
| Net Income | 84.20M | -27.76M | 79.77M | 18.95M | 2.83M |
Balance Sheet | |||||
| Total Assets | 1.56B | 1.67B | 1.05B | 536.68M | 545.15M |
| Cash, Cash Equivalents and Short-Term Investments | 352.96M | 535.63M | 199.92M | 34.44M | 92.98M |
| Total Debt | 53.37M | 158.74M | 183.10M | 82.53M | 88.66M |
| Total Liabilities | 1.11B | 1.43B | 775.00M | 343.35M | 362.77M |
| Stockholders Equity | 448.30M | 248.49M | 280.48M | 195.84M | 184.52M |
Cash Flow | |||||
| Free Cash Flow | 64.91M | 386.65M | 160.80M | -30.96M | -3.07M |
| Operating Cash Flow | 202.22M | 544.63M | 248.31M | 20.04M | 31.76M |
| Investing Cash Flow | -153.84M | -173.57M | -168.20M | -66.68M | -30.48M |
| Financing Cash Flow | -57.70M | -35.81M | 85.84M | -9.12M | -246.00K |
VusionGroup SA Technical Analysis
Neutral
205.00
Price Trends
115.04
Positive
148.09
Negative
189.49
Negative
Market Momentum
0.66
Negative
60.44
Neutral
90.40
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:VU, the sentiment is Neutral. The current price of 205 is above the 20-day moving average (MA) of 109.61, above the 50-day MA of 115.04, and above the 200-day MA of 189.49, indicating a neutral trend. The MACD of 0.66 indicates Negative momentum. The RSI at 60.44 is Neutral, neither overbought nor oversold. The STOCH value of 90.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FR:VU.
VusionGroup SA Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | €1.97B | 9.16 | 36.85% | 0.31% | 54.18% | ― | |
66 Neutral | €301.96M | 8.31 | 25.51% | 5.63% | 10.75% | -12.80% | |
63 Neutral | €1.30B | 14.62 | ― | 1.37% | 7.95% | 16.68% | |
58 Neutral | €208.13M | 8.32 | ― | 3.68% | -7.67% | -47.03% | |
58 Neutral | €239.45M | 18.56 | 21.64% | ― | 11.68% | 9.32% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
53 Neutral | €398.52M | -1.57 | 5.80% | 4.90% | -5.18% | -200.79% |
* General Sector Average
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-31.69%
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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.