Added to YB: 2026-01-28
Pitch date: 2026-01-26
VU.PA [neutral]
Vusion S.A.
-13.51%
current return
Author Info
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Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 2.2B
Pitch Price
EUR 136.90
Price Target
N/A
Dividend
0.46%
EV/EBITDA
21.95
P/E
-161.08
EV/Sales
1.46
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)