VusionGroup (VU) Fair Value & Analysis
Technology · FR · Market cap €2.2B · ISIN FR0010282822
What is VusionGroup really worth?
Below-average quality, and trading another 140% above our fair value of €51.43.
Strengths
Risks
For context
Fair value as of: Aug 30, 2026
From 15 valuation models · updated 6 days ago
Share price −7.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (€59.80). The favourable scenario is already priced in.
- Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.
How to read this chart
60‑month range €42.98 – €273.48 · fair‑value band €43.06 – €59.80 · the €123.60 price screens above the €51.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 30, 2026.
Analysis
VusionGroup (VU) currently trades at €123.60, while our model-based Fair Value estimate is €51.43, implying the stock looks roughly 140.3% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of €321.16 per share, and 8 of the 15 models we run sit above the €123.60 price. Bear case: the Dividend Discount group reads lowest at €8.68, and 7 of the 15 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, VusionGroup generated revenue of €1.5B at a net margin of 9.7%. Revenue grew 57.2% year over year. It earns a return on equity of 41.4%. The balance sheet holds a net cash position of €300M. Fundamentals as of Aug 30, 2026
Our scenario range runs from €43.06 (bear case) to €59.80 (bull case); at €123.60, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 56% below its 52-week high and 24% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −38% fair-value upside, at −58%, VU screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €4.82 per share, which is 9.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 15 models by family
Widest divergence: DCF Models (€321.16) versus Dividend Discount (€8.68). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 32
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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.
Full company description
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. The company offers computer vision and artificial intelligence (AI) platform, which provides inventory management with automatic monitoring and alerts; retail intelligence software; in-store digital retail media platform for digital campaigns; and IoT cloud platform that tracks, monitors, and manages retail IoT devices. It also provides electronic shelf labels; industrial IoT, an inventory management solution; VusionLive, which connects in-store operations with data-augmented intelligence; and EdgeSense, a shelf-edge rail that integrates centralized communication, precise indoor location, and direct connectivity to bluetooth-enabled devices. In addition, the company offers Vusion Connect that connects devices, data streams, and enterprise system into one cloud system, enabling real-time collaboration between stores, associates, and headquarters; Vusion Intelligence that transforms retail data into real-time insights, predictions, and automated actions; Vusion Retail IoT, which turns the physical store into a living intelligent network; and store operational excellence, local e-commerce, data driven commerce, and retail media and shopper experience solutions. The company was formerly known as VusionGroup S.A. and changed its name to Vusion S.A. in January 2026. Vusion S.A. was founded in 1992 and is headquartered in Nanterre, France.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
VusionGroup reported revenue of €955M in FY2025 versus €290M in FY2021, a compound +34.7%/yr. Reported net income was −€27.8M in FY2025.
of which total revenue +27.3 % · buybacks/dilution −3.5 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
VU screens 140% overvalued. Compare with SAP SE →
Peer Group
Software - Application · 691 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Software - Application median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAP | €191.32 | €169.59 | −11% |
| Shopify Inc SHOP | C$209.78 | C$28.76 | −86% |
| Uber Technologies, Inc UBER | $78.82 | $43.66 | −45% |
| Salesforce, Inc CRM | $252.05 | $249.28 | −1% |
| ServiceNow, Inc NOW | $138.43 | $43.73 | −68% |
| Cadence Design Systems, Inc CDNS | $340.39 | $112.57 | −67% |
| Snowflake Inc SNOW | $329.11 | $42.27 | −87% |
| Adobe Inc ADBE | $289.15 | $454.04 | +57% |
| Automatic Data Processing, Inc ADP | $284.68 | $177.51 | −38% |
| Intuit Inc INTU | $348.00 | $363.46 | +4% |
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