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Supplies automotive exterior body panels, clean-energy fuel/hydrogen systems and lighting to automakers.
Supplies automotive exterior body panels, clean-energy fuel/hydrogen systems and lighting to automakers.
Is paid under long supply contracts won years before a car launches, then per part delivered over the model's life, so revenue follows automakers' production volumes. Renamed from Plastic Omnium in 2022 to reflect a push beyond plastics into energy storage and hydrogen systems. Burelle, the founding family's holding company, controls it.
Moat: narrow (customer qualification, IP / patents). Long OEM qualification cycles plus growing hydrogen/clean-energy systems IP support recurring supply contracts.
Headquarters: Levallois-Perret, France · Founded: 1946 · Employees: 32,287
Size OPmobility (OPM.PA) is a France Consumer Discretionary company (Auto Parts: OEM) with a market value of $1.51B, the 120th largest of 206 France companies the cockpit tracks. Shares closed at €9.43 on 6 Nov 2026.
Performance Over six months the shares fell 41.8%, against -19.3% for the median peer and -0.4% for the France market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue fell 3.0% over the last twelve months (peer median +11.2%); the operating margin is 4.2% (peer median 6.5%).
Valuation It trades at 8.2× forward earnings against a peer median of 14.7× (2nd cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.8 points above its cost of capital (7.7% WACC).
Credit OPmobility has 2 bonds outstanding ($891M), rated BB by the agencies and trading like BBB at a weighted spread of 119 bp.
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €10.1B | €10.2B | €10.5B | €10.3B | €8.54B |
| Revenue growth | — | -3% | +2% | +21% | — |
| Gross profit | €978M | €964M | €915M | €904M | €746M |
| EBITDA | €917M | €951M | €886M | €862M | €801M |
| Net income | €197M | €185M | €170M | €163M | €168M |
| Free cash flow | €445M | €454M | €467M | €388M | €227M |
| Capital expenditure | €543M | €503M | €559M | €566M | €380M |
| Total debt | n/a | €2.25B | €2.36B | €2.27B | €2.30B |
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 |
|---|---|---|---|---|---|---|
| OPmobility OPM.PA | $1.51B | -42% | -3% | 4% | 8.2× | -8.1% |
| Forvia FRVIA.PA | $1.93B | -20% | -32% | 5% | n/a | -8.3% |
| Magna International MG.TO | $16.1B | +4% | 0% | 6% | 8.2× | 0.1% |
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 | OPM.PA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.3% | -4.2% | 11th highest of 21 |
| 6-month return | -41.8% | -19.3% | 2nd lowest of 21 |
| Distance from 52-week high | -48.1% | -43.3% | 6th lowest of 21 |
| Revenue growth (TTM) | -3.0% | +11.2% | 2nd lowest of 21 |
| Operating margin | 4.2% | 6.5% | 7th lowest of 21 |
| Forward P/E | 8.2× | 14.7× | 2nd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -8.1% | -5.2% | 6th least demanding of 13 |
| Growth delivered (Del g) | +7.6% | +9.7% | 2nd lowest of 13 |
| Hurdle (Req g minus delivered) | -15.7 pp | -13.1 pp | 6th least demanding of 13 |
| ROIC minus cost of capital | +0.8 pp | +0.3 pp | 10th highest of 21 |
| EV / EBITDA | 3.1× | 6.8× | 5th cheapest of 12 |
| Net debt / EBITDA | 1.6× | -0.6× | 2nd most indebted of 13 |
| Bond spread | 119 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| OPmobility OPM.PA | France | $1.51B | -42% | -3% | 4% | 8.2× | -8.1% | +7.6% |
| Slcorp 005850.KS | South Korea | $1.54B | -25% | +10% | 8% | 5.7× | -19.7% | +15.9% |
| Gentherm THRM | United States | $1.55B | -7% | +9% | 5% | 9.8× | 21.7% | +10.4% |
| Dn Automotive 007340.KS | South Korea | $1.46B | -20% | +17% | 15% | n/a | -16.2% | +35.6% |
| Johnson Electric 0179.HK | Hong Kong | $1.56B | -53% | 0% | 8% | 10.8× | -16.4% | +3.1% |
| Tokai Rika 6995.T | Japan | $1.57B | 0% | +5% | 5% | 9.9× | -4.6% | +7.9% |
| CIE Automotive India CIEINDIA.NS | India | $1.42B | -26% | +12% | 11% | 12.2× | 8.6% | +9.2% |
| SEDEMAC Mechatronics SEDEMAC.NS | India | $1.42B | +56% | +61% | 15% | 73.8× | n/a | n/a |
| Lingyun Industrial 600480.SS | China | $1.41B | -25% | +3% | 5% | 17.1× | -12.3% | +8.0% |
| Nexteer Automotive 1316.HK | Hong Kong | $1.40B | -14% | +6% | 4% | 8.5× | -13.5% | +8.7% |
| Zhuzhou Times New Materials Technology 600458.SS | China | $1.39B | -17% | +1% | 2% | 14.7× | n/a | n/a |
| Tong Yang Industry 1319.TW | Taiwan | $1.35B | -1% | -12% | 15% | 10.9× | -5.9% | +7.7% |
| Lumax Auto Technologies LUMAXTECH.NS | India | $1.68B | +36% | +33% | 10% | 37.2× | 34.9% | +34.5% |
| Jiangsu Bojun Industrial Technology 300926.SZ | China | $1.35B | -31% | +54% | 13% | 9.0× | n/a | n/a |
| Ningbo Zhongda Leader Intelligent Transmission 002896.SZ | China | $1.69B | -18% | +22% | 4% | 132.1× | n/a | n/a |
| Kunshan Huguang Auto Harness 605333.SS | China | $1.32B | -16% | -2% | 2% | 31.8× | n/a | n/a |
| Zhejiang Shibao 1057.HK | Hong Kong | $1.32B | -33% | +22% | 4% | n/a | 26.8% | +25.6% |
| Wuxi Best Precision Machinery 300580.SZ | China | $1.32B | -40% | +12% | 16% | 29.4× | 20.8% | +10.1% |
| Zhejiang Fenglong Electric 002931.SZ | China | $1.30B | -31% | +2% | 0% | n/a | n/a | n/a |
| Longhorn Auto 301488.SZ | China | $1.29B | -32% | +34% | 2% | 82.0× | n/a | n/a |
| ASK Automotive ASKAUTOLTD.NS | India | $1.28B | +35% | +39% | 9% | 34.3× | n/a | n/a |
OPmobility has 2 bonds outstanding with $891M face value. The agencies rate it BB; its bonds trade like BBB. Weighted yield 4.52%, a spread of 119 bp over government bonds.