Added to YB: 2026-01-28
Pitch date: 2026-01-26
VU.PA [neutral]
VusionGroup S.A.
-20.6%
current return
Author Info
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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 136.90
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
Vusion: A pioneer in retail IOT
VU.PA (overview): ESL pioneer w/ 30% of world's top 250 retailers, €1B Walmart contract. Targets 30% VAS revenue by 2027 (vs 14% today), 22% EBITDA margins (vs 17%). €500M net cash from Walmart prepayments. Risk: order intake slowing, growth cliff post-Walmart, retail cyclicality. Down 50% from ATH on unexplained selling.
Read full article (7 min)