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Top holding company of the Bollore family group, controlling Bollore SE and, through it, Vivendi-related media assets.
Top holding company of the Bollore family group, controlling Bollore SE and, through it, Vivendi-related media assets.
Has no operations of its own; it holds the Bolloré family's controlling stake in Bolloré SE, which in turn holds the family's stakes in media groups and other assets, so its reported results largely mirror Bolloré's. The layered structure lets the family steer a large group with a smaller direct holding.
Moat: none. A pure holding company; value derives entirely from its Bollore SE stake, not operations.
Headquarters: Ergue-Gaberic, France · Employees: 3,042
Size Compagnie de l'Odet (ODET.PA) is a France Industrials company (Air Freight/Couriers) with a market value of $4.74B, the 67th largest of 206 France companies the cockpit tracks. Shares closed at €1,000 on 6 Nov 2026.
Performance Over six months the shares fell 29.7%, against -3.1% 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 +7.3%); the operating margin is -7.6% (peer median 4.2%).
Valuation It trades at 2.3× enterprise value to sales against a peer median of 0.9× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is -29%, so the hurdle is +54 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 8.7 points below its cost of capital (7.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €3.02B | €2.92B | €3.13B | €3.17B | €13.6B |
| Revenue growth | — | -7% | -1% | -77% | — |
| Gross profit | -€180M | -€15.8M | -€249M | -€151M | €509M |
| EBITDA | -€135M | -€319M | -€217M | -€138M | €1.07B |
| Net income | €109M | €218M | -€704M | €193M | €1.90B |
| Free cash flow | €132M | €275M | €83.3M | €51.1M | €871M |
| Capital expenditure | €36.2M | €37.9M | €42.8M | €38.8M | €418M |
| Total debt | n/a | €666M | €4.48B | €11.0B | €8.19B |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Compagnie de l'Odet ODET.PA | $4.74B | -30% | -83% | -8% | 2.3× | 24.3% |
| Bollore BOL.PA | $11.8B | -28% | -83% | -7% | 3.1× | 37.0% |
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 | ODET.PA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.0% | +0.5% | 11th highest of 21 |
| 6-month return | -29.7% | -3.1% | 2nd lowest of 21 |
| Distance from 52-week high | -34.6% | -17.9% | 5th lowest of 21 |
| Revenue growth (TTM) | -83.2% | +7.3% | lowest of 21 |
| Operating margin | -7.6% | 4.2% | 2nd lowest of 20 |
| EV / Sales | 2.3× | 0.9× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 24.3% | -0.4% | most demanding of 16 |
| Growth delivered (Del g) | -29.4% | +9.0% | lowest of 16 |
| Hurdle (Req g minus delivered) | +53.7 pp | -7.2 pp | most demanding of 16 |
| ROIC minus cost of capital | -8.7 pp | -1.2 pp | 4th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Compagnie de l'Odet ODET.PA | France | $4.74B | -30% | -83% | -8% | 2.3× | 24.3% | -29.4% |
| Eastern Air Logistics 601156.SS | China | $4.70B | +23% | +20% | 14% | 1.2× | -16.0% | +9.9% |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 0.4× | 8.9% | +1.9% |
| Logista Integral LOG.MC | Spain | $5.42B | +15% | +4% | 2% | 0.4× | -5.9% | +5.4% |
| SG Holdings Co., Ltd. 9143.T | Japan | $5.56B | +1% | +14% | 5% | 0.7× | -2.6% | +4.6% |
| Swiggy SWIGGY.NS | India | $5.61B | -32% | +42% | -15% | 1.8× | n/a | n/a |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 2.1× | -14.4% | +0.4% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | 2.1× | -4.0% | +13.5% |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 0.5× | 21.2% | +9.3% |
| GXO Logistics GXO | United States | $6.33B | +7% | +7% | 3% | 0.9× | 20.2% | +16.3% |
| Sinotrans 0598.HK | Hong Kong | $6.57B | -8% | +4% | 0% | 0.5× | 9.4% | +2.0% |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 2.6× | n/a | n/a |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 1.2× | n/a | n/a |
| Yunnan Yuntianhua 600096.SS | China | $7.17B | -28% | -19% | 11% | 1.4× | -1.7% | -1.5% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 33.1× | n/a | n/a |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 1.0× | 10.4% | +17.9% |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 0.3× | -13.2% | +9.0% |
| Nippon Express Hldgs 9147.T | Japan | $8.22B | +35% | +2% | 3% | 0.7× | 7.9% | +4.4% |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 1.8× | n/a | n/a |
| Jd Logistics 2618.HK | Hong Kong | $9.10B | -29% | +29% | 3% | 0.3× | -0.4% | +23.4% |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 0.8× | 4.4% | +9.5% |