Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Wendel SE is a French private equity investment firm with over 320 years of history, founded in 1704, specializing in long-term value creation through equity financing in middle-market and later-stage companies. It operates across principal investments and a private asset management platform, including IK Partners, focusing on sectors such as technology services, business services, healthcare, industrial technology, education, energy transition, and telecommunications infrastructure. Notable portfolio companies include Bureau Veritas in certification and quality control, Stahl in chemical coatings, Tarkett in flooring, Scalian in digital transformation, IHS Towers in mobile infrastructure, Crisis Prevention Institute in training services, ACAMS in anti-money laundering certifications, and Globeducate in education. Headquartered in Paris and led by CEO Laurent Mignon, Wendel SE maintains a family-backed structure with Wendel-Participations SE holding approximately 39% of shares, enabling a patient, multi-generational investment approach across Europe, North America, Africa, and beyond. This positions Wendel SE as a key player in diversified financial services, emphasizing innovation, sustainable development, and strategic growth in its holdings.
10.94% operating margin is respectable but not wide. ROIC at 3.63%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 5.9%, steady but not accelerating.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
€7.58B
▲ +5.9% YoY
Net Income (TTM)
€345M
▼ -65.2% YoY
Op. Margin
10.94%
▼ -0.9pp YoY
ROIC
3.63%
▼ -0.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
€1.49B
▲ +7.2% YoY
Op. Cash Flow (TTM)
€1.68B
▲ +6.1% YoY
Net Debt
€3.29B
Cash & Equiv.
€3.37B
3Y CAGR: +4.0%
3Y CAGR: +6.7%
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