Added to YB: 2026-02-03
Pitch date: 2026-02-01
VU.PA [bullish]
VusionGroup S.A.
-16.58%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. Sign up for the newsletter.
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 130.30
Price Target
800.00 (+636%)
Dividend
0.22%
EV/EBITDA
41.30
P/E
-62.09
EV/Sales
2.43
Sector
Electronic Equipment, Instruments and Components
Category
growth
VUSION SA (FR:VU)
VU.PA: Digital retail leader w/ ESLs & IoT solutions. Trading 16x P/E despite 30% CAGR since 2022. Walmart accelerating rollout to all stores by 2026 vs original plan. 2027 targets: €2.2B rev, 22% EBITDA margin, 1B devices. Bear case 10% growth = €300 by 2030, bull case 30% = €800.
Read full article (9 min)