Added to YB: 2026-06-30
Pitch date: 2026-06-27
VU.PA [bullish]
Vusion S.A.
+2.9%
current return
Author Info
Kubang Pasu Capital is an experienced investor with over 6 years in equity research and market analysis. Focused on identifying undervalued opportunities and building long-term value through disciplined investment strategies. Sign up for the newsletter.
Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in France, rest of Europe, the Middle East, Africa, Asia, and the Americas.
Market Cap
EUR 2.0B
Pitch Price
EUR 120.50
Price Target
247.00 (+99%)
Dividend
0.75%
EV/EBITDA
9.54
P/E
14.96
EV/Sales
1.07
Sector
Electronic Equipment, Instruments and Components
Category
value
Vusion: A Mispriced Retail Technology Leader - A short note
VU.PA: Global digital shelf-label leader (350+ retailers) down 58% to €116, ~5-6x FY25 EBITDA €277m, 1x sales, net cash. Market fears Walmart US rollout ends 2026, but mgmt guides 15-20% 2026 growth; Walmart expanding to Mexico. Shifting to high-margin recurring VAS (EBITDA margin 9.4%→18.2%). Rerate to 8-10x EBITDA = ~2x in 2yrs. Risks: 2027 slowdown, BOE/Walmart share selling, weak FCF.
Read full article (4 min)