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French conglomerate with logistics/transportation heritage now focused on media (Vivendi) and industrial holdings.
French conglomerate with logistics/transportation heritage now focused on media (Vivendi) and industrial holdings.
Income comes mainly from the businesses it controls, chiefly Vivendi's media operations, and from its energy-distribution arm, rather than from products of its own. Having sold its logistics arms (Africa to MSC, the rest to CMA CGM), it has changed from a transport group into a media-led holding. The Bolloré family controls it through holding companies.
Moat: none. Diversified holding company; moat, if any, belongs to individual underlying businesses like Vivendi/Canal+.
Headquarters: Puteaux, France · Founded: 1822 · Employees: 3,042
Size Bollore (BOL.PA) is a France Industrials company (Wholesale Distributors) with a market value of $11.8B, the 45th largest of 206 France companies the cockpit tracks. Shares closed at €3.76 on 6 Nov 2026.
Performance Over six months the shares fell 28.4%, against -4.4% for the median peer and -0.4% for the France market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue fell 83.2% over the last twelve months (peer median +4.4%); the operating margin is -6.8% (peer median 9.8%).
Valuation It trades at 36.9× forward earnings against a peer median of 17.8× (most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 37% a year for seven years (Req g). Recent delivered growth is -29%, so the hurdle is +66 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 9.1 points below its cost of capital (8.3% WACC).
Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €3.02B | €2.93B | €3.13B | €3.17B | €13.6B |
| Revenue growth | — | -7% | -1% | -77% | — |
| Gross profit | -€175M | -€11.9M | -€246M | -€147M | €465M |
| EBITDA | -€112M | -€298M | -€196M | -€122M | €1.17B |
| Net income | €240M | €348M | €96.4M | €339M | €3.40B |
| Free cash flow | €96.8M | €303M | €111M | €86.1M | €918M |
| Capital expenditure | €32.7M | €35.1M | €42.1M | €37.6M | €416M |
| Total debt | n/a | €185M | €421M | €10.5B | €7.79B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Bollore BOL.PA | $11.8B | -28% | -83% | -7% | 36.9× | 37.0% |
| Compagnie de l'Odet ODET.PA | $4.74B | -30% | -83% | -8% | n/a | 24.3% |
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.
| Measure | BOL.PA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +3.2% | +3.4% | 10th lowest of 21 |
| 6-month return | -28.4% | -4.4% | 2nd lowest of 21 |
| Distance from 52-week high | -33.7% | -17.5% | 4th lowest of 21 |
| Revenue growth (TTM) | -83.2% | +4.4% | lowest of 21 |
| Operating margin | -6.8% | 9.8% | lowest of 21 |
| Forward P/E | 36.9× | 17.8× | most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 37.0% | 9.7% | 2nd most demanding of 20 |
| Growth delivered (Del g) | -29.4% | +11.5% | lowest of 20 |
| Hurdle (Req g minus delivered) | +66.4 pp | -2.4 pp | most demanding of 20 |
| ROIC minus cost of capital | -9.1 pp | +3.3 pp | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Bollore BOL.PA | France | $11.8B | -28% | -83% | -7% | 36.9× | 37.0% | -29.4% |
| SGH SGH.AX | Australia | $11.9B | +7% | -1% | 13% | 18.1× | 11.4% | +17.0% |
| Rexel RXL.PA | France | $11.9B | -10% | +1% | 6% | 13.5× | 7.7% | +9.0% |
| QXO QXO | United States | $12.0B | -38% | +408% | -1% | 29.2× | 52.0% | +178.0% |
| Bunzl BNZL.L | United Kingdom | $12.0B | +22% | +2% | 7% | 15.3× | 2.3% | +3.2% |
| Diploma DPLM.L | United Kingdom | $12.6B | +4% | +13% | 22% | 27.5× | 23.9% | +23.1% |
| Toromont Industries TIH.TO | Canada | $10.7B | -15% | +16% | 15% | 20.2× | 7.6% | +8.4% |
| Applied Industrial Technologies AIT | United States | $10.3B | -8% | +8% | 11% | 23.0× | 8.6% | +8.9% |
| Zhejiang China Commodities City 600415.SS | China | $10.0B | -7% | +22% | 22% | 14.4× | n/a | n/a |
| Brenntag BNR.DE | Germany | $10.0B | 0% | -5% | 5% | 14.5× | 1.9% | +5.2% |
| WESCO International WCC | United States | $14.2B | -18% | +14% | 6% | 14.1× | 10.4% | +13.8% |
| Hotai Motor 2207.TW | Taiwan | $8.90B | +10% | +8% | 11% | 13.2× | 1.5% | +3.9% |
| Core & Main CNM | United States | $8.76B | -6% | -1% | 10% | 14.3× | 5.3% | +16.0% |
| Addtech ADDT-B.ST | Sweden | $8.66B | -2% | +4% | 13% | 30.7× | 19.3% | +14.9% |
| Finning International FTT.TO | Canada | $8.20B | -9% | 0% | 8% | 17.5× | 10.1% | +11.3% |
| Beijer Ref BEIJ-B.ST | Sweden | $8.09B | +27% | +4% | 10% | 28.0× | 14.0% | +21.4% |
| Reece REH.AX | Australia | $7.83B | +44% | +4% | 6% | 35.5× | 24.2% | +8.4% |
| Rongsheng Petrochemical 002493.SZ | China | $17.9B | -14% | -11% | 8% | 12.2× | -4.4% | +22.1% |
| MonotaRO 3064.T | Japan | $7.04B | +22% | +19% | 14% | 29.6× | 9.7% | +16.2% |
| Imcd IMCD.AS | Netherlands | $6.80B | +7% | +3% | 8% | 18.2× | 10.9% | +11.5% |
| Aluminum Corporation of China 601600.SS | China | $20.7B | -26% | +5% | 18% | 6.7× | -16.2% | +5.3% |