Who are VusionGroup's main competitors?

Named competitors: Pricer AB (private or unlisted), Hanshow (private or unlisted), SoluM (248070.KS). The cockpit's measured peer set (industry) also includes Venustech (002439.SZ), Newland Digital Technology (000997.SZ), Societe Industrielle & Financiere de l'Artois (ARTO.PA), Innodisk (5289.TWO), Netweb Technologies India (NETWEB.NS), Kardex (KARN.SW).

Is VusionGroup expensive compared with its peers?

On forward p/e it trades at 16.5× against a peer median of 16.0×, 8th most expensive of 16 in its peer set.

How has VusionGroup stock performed?

Over six months to 6 Nov 2026 the shares returned +11.1% against -13.1% for the median peer; over one year -36.0%.

← CockpitCompetitor Analysis › VU.PA VusionGroup S.A.Open in the cockpit ↗

VusionGroup S.A.VU.PACompetitor analysis, valuation and peers

France · EUR·Information Technology›Computer Peripherals

Makes electronic shelf labels and IoT/digital technology for retail stores.

Momentum leader 88

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$2.61B

US dollars, full cap

Free float

52%

of shares outstanding

$/day

$7.39M

20-day average traded

Fwd P/E

16.5×

forward earnings

ROIC−WACC

+19.5 pp

WACC 9.6%

Hurdle

n/a

no reverse DCF

Next earnings

118 days

4 Mar 2027

Close · EUR€138.00

1D+0.9%

1W+2.4%

1M+15.0%

3M+7.6%

6M+11.1%

YTD-32.4%

1Y-36.0%

ATR %4.6%

52w lowhigh37.1% off high

What VusionGroup does

Makes electronic shelf labels and IoT/digital technology for retail stores.

Sells the label hardware and installation up front, then charges recurring software and cloud fees per store, so each installed store keeps paying. A few very large chains, most notably Walmart in the US, account for a big part of orders. BOE, the Chinese display maker, is the controlling shareholder.

Products and services

Electronic shelf labels (ESL)
Retail IoT sensors/analytics platform
Digital in-store media/signage

Customers

Grocery and retail chains globally

Where it sits in the supply chain

Information technology
Retail IoT / digital store technology
Electronic shelf labels + retail…

What could go right

Retail digitalization/automation investment
Dynamic pricing and labor-saving retail technology adoption

What could go wrong

Retailer capex cyclicality
Competition from lower-cost Asian ESL manufacturers

Moat: narrow (installed base, switching costs, IP / patents). Once installed across a retailer's stores, ESL/IoT systems are costly and disruptive to rip out and replace.

Headquarters: Paris, France · Employees: 1,174

Named competitors

Pricer AB private or unlisted
Hanshow private or unlisted
SoluM 248070.KS

VusionGroup at a glance

Size VusionGroup (VU.PA) is a France Information Technology company (Computer Peripherals) with a market value of $2.61B, the 95th largest of 206 France companies the cockpit tracks. Shares closed at €138.00 on 6 Nov 2026.

Performance Over six months the shares gained 11.1%, against -13.1% for the median peer and -0.4% for the France market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 44.6% over the last twelve months (peer median +6.6%); the operating margin is 10.0% (peer median 10.4%).

Valuation It trades at 16.5× forward earnings against a peer median of 16.0× (8th most expensive of 16).

Capital Return on invested capital runs 19.5 points above its cost of capital (9.6% WACC).

Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: VusionGroup against the median of its 20 peers (local-currency closes).

VusionGroup financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	€1.68B	€1.47B	€955M	€802M	€621M
Revenue growth	—	+54%	+19%	+29%	—
Gross profit	€251M	€184M	€83.6M	€95.2M	€53.0M
EBITDA	€268M	€193M	€80.7M	€87.8M	€51.0M
Net income	€285M	€143M	-€27.8M	€79.8M	€19.0M
Free cash flow	-€361M	€64.9M	€387M	€161M	-€31.0M
Capital expenditure	€71.8M	€137M	€158M	€87.5M	€51.0M
Total debt	n/a	€53.4M	€153M	€183M	€82.5M

Quarterly statements and history in the cockpit →

VusionGroup 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

Up and to the right = strong over both horizons. VusionGroup is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. VusionGroup is the large dot.

VusionGroup competitors and peer comparison

Head to head with its named competitors (VU.PA vs 248070.KS)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
VusionGroup VU.PA	$2.61B	+11%	+45%	10%	16.5×	n/a
Solum 248070.KS	$398M	-42%	+16%	4%	10.7×	n/a

How VusionGroup 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.

VusionGroup against its 20 peers (data as of 6 Nov 2026)
Measure	VU.PA	Peer median	Rank in peer set
1-month return	+15.0%	-11.2%	highest of 21
6-month return	+11.1%	-13.1%	2nd highest of 21
Distance from 52-week high	-37.1%	-40.0%	9th highest of 21
Revenue growth (TTM)	+44.6%	+6.6%	6th highest of 21
Operating margin	10.0%	10.4%	11th highest of 21
Forward P/E	16.5×	16.0×	8th most expensive of 16
ROIC minus cost of capital	+19.5 pp	+11.3 pp	6th highest of 21
EV / EBITDA	8.3×	10.5×	6th cheapest of 11
Net debt / EBITDA	-0.4×	-0.4×	6th least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
VusionGroup VU.PA	France	$2.61B	+11%	+45%	10%	16.5×	n/a	n/a
Venustech 002439.SZ	China	$2.58B	-9%	0%	-16%	169.0×	19.0%	-8.6%
Newland Digital Technology 000997.SZ	China	$2.56B	-14%	+29%	11%	16.0×	n/a	n/a
Societe Industrielle & Financiere de l'Artois ARTO.PA	France	$2.55B	-26%	-6%	-8%	n/a	n/a	n/a
Innodisk 5289.TWO	Taiwan	$2.76B	-35%	+334%	49%	2.5×	n/a	n/a
Netweb Technologies India NETWEB.NS	India	$2.37B	-12%	+175%	13%	55.9×	46.1%	+72.5%
Kardex KARN.SW	Switzerland	$2.35B	-9%	+3%	9%	30.3×	11.8%	+12.5%
AURAS Technology 3324.TWO	Taiwan	$2.90B	-10%	+71%	16%	15.1×	n/a	n/a
Extreme Networks EXTR	United States	$3.15B	0%	+11%	6%	17.2×	27.3%	+4.9%
ADATA Technology 3260.TWO	Taiwan	$3.16B	-33%	+125%	34%	4.5×	n/a	n/a
Transcend Information 2451.TW	Taiwan	$3.22B	-13%	+286%	67%	3.2×	n/a	n/a
Tianma Microelectronics 000050.SZ	China	$2.05B	-27%	-3%	-1%	29.5×	-6.2%	+4.4%
Beijing Dahao Technology 603025.SS	China	$2.04B	-25%	+23%	29%	n/a	7.4%	+29.2%
Chicony Electronics 2385.TW	Taiwan	$1.96B	-31%	-8%	7%	15.4×	-9.6%	+0.1%
Micro-Star International 2377.TW	Taiwan	$3.50B	+43%	+1%	5%	11.6×	n/a	n/a
Hangzhou EZVIZ Network 688475.SS	China	$3.53B	-4%	+8%	12%	30.1×	15.7%	+13.8%
Sichuan Changhong Electric 600839.SS	China	$3.55B	-41%	+4%	0%	n/a	n/a	n/a
InfoVision Optoelectronics (Kunshan) 688055.SS	China	$1.56B	-23%	-24%	-19%	n/a	n/a	n/a
Nancal Technology 603859.SS	China	$1.49B	-5%	+10%	12%	42.5×	n/a	n/a
Toyou Feiji Electronics 300302.SZ	China	$1.49B	-24%	+5%	-15%	n/a	n/a	n/a
E Ink 8069.TWO	Taiwan	$4.98B	+2%	-3%	29%	12.4×	-0.3%	+18.6%

Questions

Who are VusionGroup's main competitors?: Named competitors: Pricer AB (private or unlisted), Hanshow (private or unlisted), SoluM (248070.KS). The cockpit's measured peer set (industry) also includes Venustech (002439.SZ), Newland Digital Technology (000997.SZ), Societe Industrielle & Financiere de l'Artois (ARTO.PA), Innodisk (5289.TWO), Netweb Technologies India (NETWEB.NS), Kardex (KARN.SW).
Is VusionGroup expensive compared with its peers?: On forward p/e it trades at 16.5× against a peer median of 16.0×, 8th most expensive of 16 in its peer set.
How has VusionGroup stock performed?: Over six months to 6 Nov 2026 the shares returned +11.1% against -13.1% for the median peer; over one year -36.0%.