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.
Vusion S.A. is a leading provider of IoT and data solutions for physical commerce, specializing in smart digital labels and retail technologies that transform stores into connected digital assets. Formerly known as SES-imagotag, the company develops electronic shelf labels (ESLs), VusionCloud IoT platforms, and AI-driven tools like Captana for computer vision and Memory for retail intelligence, enabling real-time pricing, inventory management, and shopper engagement. These solutions serve over 350 large retailer groups worldwide across Europe, Asia, and North America, including major clients such as Carrefour, Lidl, and Walmart, across 50,000 stores with 500 million ESLs deployed. Founded in 1992 and headquartered in Nanterre, France, Vusion S.A. focuses on sustainable, human-centered commerce by automating operations, reducing waste, enhancing employee productivity, and improving sustainability through low-carbon e-commerce and precise analytics. In 2024, the company achieved €1 billion in adjusted revenue, reflecting over a decade of strong growth, with 1,000 employees across 25 global offices. Vusion S.A. plays a pivotal role in retail digitalization, fostering data-driven efficiency and personalized shopping experiences in the world's largest industry.
Operating margin is thin at 7.41%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 54.2% YoY with margins expanding 5.0pp. However, free cash flow softened 83%, worth monitoring whether this is timing or structural.
Free cash flow declined 83% versus the prior year, cash generation momentum has weakened.
Profitability & Returns
Revenue (TTM)
€1.47B
▲ +54.2% YoY
Net Income (TTM)
€142M
▲ +592.1% YoY
Op. Margin
7.41%
▲ +5.0pp YoY
ROIC
17.68%
▲ +13.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
€65M
▼ -83.2% YoY
Op. Cash Flow (TTM)
€202M
▼ -49.9% YoY
Net Debt
-€427M
Net Cash Position
Cash & Equiv.
€481M
3Y CAGR: +33.3%
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