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VusionGroup SA (FR:VU)
:VU
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VusionGroup SA
(LSE:VU)
Select Model
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Rating:65Neutral
Price Target:
€258.00
▲(7.41% Upside)
VusionGroup SA's strong earnings call, with significant revenue growth and improved profitability, is a major positive factor. However, ongoing profitability challenges and a negative P/E ratio weigh on the overall score. Technical indicators suggest mixed momentum, adding caution to the outlook.
Positive Factors
Negative Factors
VusionGroup SA (VU) vs. iShares MSCI France ETF (EWQ)
Market Cap
€4.04B
Dividend Yield0.25%
Average Volume (3M)30.00K
Price to Earnings (P/E)―
Beta (1Y)0.98
Revenue Growth39.72%
EPS Growth63.70%
CountryFR
Employees904
SectorServices
Sector StrengthN/A
IndustrySoftware - Application
Share Statistics
EPS (TTM)-0.57
Shares Outstanding16,843,782
10 Day Avg. Volume18,898
30 Day Avg. Volume30,002
Financial Highlights & Ratios
PEG Ratio0.76
Price to Book (P/B)11.45
Price to Sales (P/S)2.98
P/FCF Ratio7.36
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€278.50Price Target Upside15.95% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
VusionGroup SA Business Overview & Revenue Model
Company DescriptionVusionGroup 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. It also provides cloud platform solutions comprising pricing automation, shelf efficiency, enhance in-store shopping experience, and marketing; and VUSION operating. The company serves various industries, such as grocery, fruits and vegetables, electronics, DIY and furniture, pharmacy, cosmetics, fashion, digital signage, and industry. The company was formerly known as SES-imagotag Société Anonyme and changed its name to VusionGroup S.A. in January 2024. The company was founded in 1992 and is headquartered in Nanterre, France.
How the Company Makes MoneyVusionGroup SA generates revenue primarily through a combination of service contracts, software licensing, and consulting fees. The company's key revenue streams include customized software solutions tailored to client specifications, maintenance and support services for these software products, and consulting services that help businesses implement digital transformation strategies. Significant partnerships with technology providers and industry leaders also contribute to its earnings, allowing VusionGroup SA to offer a comprehensive suite of services and solutions that meet diverse client needs. Moreover, the company may engage in strategic collaborations to expand its market reach, which further enhances its revenue potential.
VusionGroup SA Earnings Call Summary
Earnings Call Date:Sep 15, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Apr 01, 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.Q2-2025 Updates
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.
Increased Profitability
EBITDA margin increased by 300 basis points compared to H1 last year, with an 84% growth in adjusted EBITDA.
Strong Cash Flow and Financial Position
Operating free cash flow significantly increased, and the net cash position improved by EUR 120 million, with a cash position exceeding financial debt by EUR 513 million.
Upgraded Full Year Outlook
VusionGroup raised its annual revenue target to EUR 1.5 billion, aiming for a 50% growth, and expects adjusted EBITDA margin to increase by 200 to 300 basis points.
U.S. Market Expansion
Strong traction in the U.S. market with 134% adjusted sales growth in H1.
Negative Updates
ForEx Impact
The ForEx impact slightly affected the VCM rate negatively by 0.3 points.
IFRS Non-Cash Negative Impact
A net non-cash negative impact of EUR 20 million was noted in the IFRS accounts due to fair value adjustments and unrealized ForEx impacts.
Macroeconomic Headwinds in EMEA
Despite growth in order entries, macroeconomic headwinds in Europe are slowing down investment decisions.
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
VusionGroup SA shows robust revenue growth and strong cash flow generation, indicating future potential. However, profitability challenges persist, with negative net income and declining margins. Improved leverage management is a positive sign, but the negative return on equity highlights the need for enhanced profitability strategies.Income Statement
VusionGroup SA has shown a consistent revenue growth trend, with a 6.98% increase in the latest year. However, the company is currently facing profitability challenges, as indicated by a negative net profit margin of -3.03%. The gross profit margin has slightly decreased, and the EBIT margin has also declined, suggesting pressure on operational efficiency.65
Positive
Balance Sheet
The company's debt-to-equity ratio has improved, indicating better leverage management. However, the return on equity is currently negative, reflecting the net loss situation. The equity ratio remains stable, suggesting a balanced asset structure, but profitability issues are a concern.58
Neutral
Cash Flow
VusionGroup SA has demonstrated strong cash flow performance, with a significant increase in free cash flow growth of 79.13%. The free cash flow to net income ratio is healthy, indicating efficient cash generation relative to earnings. However, the operating cash flow to net income ratio is not available, which limits a full assessment.72
Positive
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.16B | 954.71M | 801.96M | 620.86M | 422.87M | 290.26M |
| Gross Profit | 318.88M | 262.27M | 222.65M | 141.27M | 103.77M | 72.49M |
| EBITDA | 91.20M | 52.64M | 154.50M | 56.29M | 34.82M | 15.29M |
| Net Income | -13.60M | -27.76M | 79.77M | 18.95M | 2.83M | -6.88M |
Balance Sheet | ||||||
| Total Assets | 1.76B | 1.67B | 1.05B | 536.68M | 545.15M | 460.98M |
| Cash, Cash Equivalents and Short-Term Investments | 644.09M | 535.63M | 199.92M | 34.44M | 92.98M | 88.61M |
| Total Debt | 147.55M | 152.74M | 183.10M | 82.53M | 88.66M | 88.96M |
| Total Liabilities | 1.55B | 1.43B | 775.00M | 343.35M | 362.77M | 296.07M |
| Stockholders Equity | 211.54M | 248.49M | 280.48M | 195.84M | 184.52M | 164.92M |
Cash Flow | ||||||
| Free Cash Flow | 403.51M | 386.65M | 160.80M | -30.96M | -3.07M | -2.90M |
| Operating Cash Flow | 582.17M | 544.63M | 248.31M | 20.04M | 31.76M | 29.57M |
| Investing Cash Flow | -201.78M | -173.57M | -168.20M | -66.68M | -30.48M | -26.64M |
| Financing Cash Flow | -61.00M | -35.81M | 85.84M | -9.12M | -246.00K | 12.56M |
VusionGroup SA Technical Analysis
Neutral
240.20
Price Trends
230.62
Positive
238.83
Positive
211.29
Positive
Market Momentum
2.73
Positive
47.52
Neutral
20.46
Neutral
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 240.2 is below the 20-day moving average (MA) of 250.03, above the 50-day MA of 230.62, and above the 200-day MA of 211.29, indicating a neutral trend. The MACD of 2.73 indicates Positive momentum. The RSI at 47.52 is Neutral, neither overbought nor oversold. The STOCH value of 20.46 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
68 Neutral | €364.25M | 42.99 | 21.64% | ― | 24.74% | 18.04% | |
67 Neutral | €1.38B | 28.33 | ― | 1.58% | 13.17% | 22.60% | |
65 Neutral | €4.04B | ― | -5.53% | 0.25% | 39.72% | 63.70% | |
62 Neutral | €1.07B | 21.21 | 9.71% | ― | 103.99% | 17.53% | |
62 Neutral | €875.31M | 28.64 | 9.61% | 1.73% | 5.07% | -4.31% | |
61 Neutral | €472.48M | 7.45 | 5.80% | 4.95% | 0.13% | 11.29% | |
55 Neutral | $13.29B | 17.42 | 10.03% | 0.93% | 7.13% | -12.93% |
* Services Sector Average
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100.42
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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.