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← CockpitCompetitor Analysis › ALVDM.PA Voyageurs du Monde SAOpen in the cockpit ↗

Voyageurs du Monde SAALVDM.PACompetitor analysis, valuation and peers

France · EUR·Consumer Discretionary›Other Consumer Services
Momentum leader 84
Mkt cap
$896M
US dollars, full cap
Free float
9%
of shares outstanding
$/day
$238,515
20-day average traded
Fwd P/E
18.1×
forward earnings
ROIC−WACC
n/a
WACC 9.5%
Hurdle
-44 pp
Req g minus delivered
Next earnings
159 days
14 Apr 2027
Close · EUR€180.00
1D+0.3%
1W+0.3%
1M+0.6%
3M+1.1%
6M+27.7%
YTD+7.1%
1Y+13.9%
ATR %0.2%
52w lowhigh0.3% off high

What Voyageurs du Monde does

No business profile yet.

Voyageurs du Monde at a glance

Size Voyageurs du Monde (ALVDM.PA) is a France Consumer Discretionary company (Other Consumer Services) with a market value of $896M, the 146th largest of 206 France companies the cockpit tracks. Shares closed at €180.00 on 6 Nov 2026.

Performance Over six months the shares gained 27.7%, against -15.8% for the median peer and -0.4% for the France market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 3.6% over the last twelve months (peer median +4.9%); the operating margin is 8.1% (peer median 13.0%).

Valuation It trades at 18.1× forward earnings against a peer median of 15.7× (7th most expensive of 16).

Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +46%, so the hurdle is -44 pp: the price already allows for a slowdown.

Next results Next results expected around 14 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026ALVDM.PA 130Peer median 85
Six months, rebased to 100: Voyageurs du Monde against the median of its 20 peers (local-currency closes).

Voyageurs du Monde financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€791M€785M€735M€694M€497M
Revenue growth—+7%+6%+39%—
Gross profit€116M€115M€106M€103M€75.9M
EBITDA€72.7M€72.9M€68.7M€63.9M€51.7M
Net income€47.3M€48.4M€47.5M€44.1M€29.9M
Free cash flow€38.0M€49.0M€45.3M€63.7M€49.2M
Capital expenditure€17.3M€15.1M€17.4M€9.73M€4.98M
Total debtn/a€5.53M€81.9M€89.8M€137M

Quarterly statements and history in the cockpit →

Voyageurs du Monde competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%TRNWEBSATS002638AFYA603402TRIP0308MAD000796600593000888002707600138301215000430STRA002033APEIACADALVDM.PA6-month return →1-month return →
Up and to the right = strong over both horizons. Voyageurs du Monde is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%+20%25×50×75×TRNWEBSATSAFYA603402TRIP0308MAD000888002707600138STRA002033ACADALVDM.PARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Voyageurs du Monde is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%TRNWEBSATSAFYA603402TRIP0308MAD000888002707600138STRAALVDM.PAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Voyageurs du Monde is the large dot.

Voyageurs du Monde competitors and peer comparison

How Voyageurs du Monde compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Voyageurs du Monde against its 20 peers (data as of 6 Nov 2026)
MeasureALVDM.PAPeer medianRank in peer set
1-month return+0.6%-2.5%8th highest of 21
6-month return+27.7%-15.8%2nd highest of 21
Distance from 52-week high-0.3%-37.4%highest of 21
Revenue growth (TTM)+3.6%+4.9%9th lowest of 21
Operating margin8.1%13.0%8th lowest of 21
Forward P/E18.1×15.7×7th most expensive of 16
Growth the price implies (Req g, 7 yrs)1.8%0.4%6th most demanding of 16
Growth delivered (Del g)+46.3%+15.7%3rd highest of 16
Hurdle (Req g minus delivered)-44.5 pp-16.9 pp3rd least demanding of 16
EV / EBITDA7.6×6.8×3rd most expensive of 13
Net debt / EBITDA-3.5×0.1×2nd least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Voyageurs du Monde ALVDM.PAFrance$896M+28%+4%8%18.1×1.8%+46.3%
Trainline TRN.LUnited Kingdom$887M-5%+1%27%7.9×-8.0%+46.5%
Webbeds WEB.AXAustralia$871M+45%+20%25%15.7×4.5%+50.3%
Sats SATS.OLNorway$937M+10%+5%18%15.2×-5.9%+10.6%
Dongguan Kingsun Optoelectronic 002638.SZChina$849M-16%-24%-34%n/an/an/a
Afya AFYAUnited States$960M-25%+17%32%5.9×-16.3%+23.2%
Shaanxi Tourism Culture Industry 603402.SSChina$832M-36%-18%54%18.7×-15.9%+27.6%
TripAdvisor TRIPUnited States$820M-38%-4%5%10.1×-6.6%+25.6%
China Travel International Investment Hong Kong 0308.HKHong Kong$809M0%-7%11%23.4×5.4%+15.7%
Mader MAD.AXAustralia$806M-29%+15%9%15.7×5.2%+26.9%
Caissa Tourism 000796.SZChina$805M-36%+42%-10%n/an/an/a
Dalian Sunasia Tourism 600593.SSChina$793M+19%+5%32%n/an/an/a
Emei Shan Tourism 000888.SZChina$789M-16%-8%15%21.7×3.2%+15.1%
UTour 002707.SZChina$740M-15%-9%2%76.6×9.7%+33.8%
China CYTS Tours 600138.SSChina$737M-25%+15%3%43.9×1.5%+9.7%
CATARC Automotive Proving Ground 301215.SZChina$1.10B-12%+23%43%n/an/an/a
Zhang Jia Jie Tourism 000430.SZChina$1.15B-22%+20%-81%n/an/an/a
Strategic Education STRAUnited States$1.16B-35%+4%16%7.9×-12.6%+4.3%
Lijiang Yulong Tourism 002033.SZChina$687M-12%+8%37%18.3×0.8%+14.8%
American Public Education APEIUnited States$682M-34%+4%10%14.5×0.4%+15.1%
AcadeMedia ACAD.STSweden$1.22B+20%+8%7%9.9×-1.8%+8.7%

Questions

Which companies are Voyageurs du Monde's closest peers?
The cockpit's peer set: Trainline (TRN.L), Webbeds (WEB.AX), Sats (SATS.OL), Dongguan Kingsun Optoelectronic (002638.SZ), Afya (AFYA), Shaanxi Tourism Culture Industry (603402.SS), TripAdvisor (TRIP), China Travel International Investment Hong Kong (0308.HK).
Is Voyageurs du Monde expensive compared with its peers?
On forward p/e it trades at 18.1× against a peer median of 15.7×, 7th most expensive of 16 in its peer set. For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +46%, so the hurdle is -44 pp: the price already allows for a slowdown.
How has Voyageurs du Monde stock performed?
Over six months to 6 Nov 2026 the shares returned +27.7% against -15.8% for the median peer; over one year +13.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.