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Veolia Environnement SA (VIE) Fair Value & Analysis

Industrials · FR · Market cap €27.5B

VE Veolia Environnement SA VIE · PA
Price€35.19
Fair Value€24.50
Upside-30.4%
Quality41/100
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Mixed Growth
Thin margins · 2.7% net margin
High debt · generates free cash flow
4.00% dividend yield
Mixed vs. peers (6/15)
Narrow moat 41/100
Evidence: High Range €16.02 – €37.39 Share as image

Fair value as of: Jul 18, 2026

From 25 valuation models · updated 22 days ago

Share price −4.1% over the past month.

Below-average quality, and screening another 30% overvalued on our models.

What matters now

  • Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (€16.02 to €37.39) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€37.52 €16.13 Fair Value €24.50 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range €16.13 – €37.52 · fair‑value band €16.02 – €37.39 · the €35.19 price screens above the €24.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Veolia Environnement SA (VIE) currently trades at €35.19, while our model-based Fair Value estimate is €24.50, implying the stock looks roughly 30.4% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Veolia Environnement SA generated revenue of €44.4B at a net margin of 2.7%. Revenue declined 0.4% year over year. It earns a return on equity of 12.2%. Net debt stands at €12.2B. Fundamentals as of Jul 18, 2026

Our scenario range runs from €16.02 (bear case) to €37.39 (bull case); at €35.19, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 1% below its 52-week high and 34% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -41% fair-value upside, at -30%, VIE screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF €2.03 €10.49 €21.95 80
Residual Income €10.65 €12.96 €26.95 76
Rev-Margin DCF €13.44 €33.60 €54.76 74
All 25 models by family
DCF Models
FCF DCF €1.37 €10.40 €23.15 38
Owner Earnings €5.77 €16.55 31
5Y Revenue Exit €13.44 €33.54 €58.43 39
5Y EBITDA Exit €25.03 €54.01 €86.40 41
5Y P/E Exit €0.4300 €10.57 €20.56 38
10Y Revenue Exit €7.48 €24.56 €45.83 36
10Y EBITDA Exit €15.93 €38.33 €66.07 37
10Y P/E Exit €0.5900 €9.09 €18.42 35
Earnings-Based
Graham-Dodd €11.30 €25.25 €32.27 54
PEG = 1.0 €4.09 €5.85 €7.60 46
EPV €17.50 €23.70 €29.13 59
Dividend Discount
Gordon GGM €16.05 €25.92 €37.12 70
DDM Multi-Stage €16.05 €23.38 €31.58 61
Multiples
P/E Multiple €22.43 €29.91 €37.39 63
P/S Multiple €21.19 €28.25 €35.31 58
P/B Multiple €12.95 €17.26 €21.58 55
EV/EBIT €33.26 €50.92 €68.57 53
EV/EBITDA €47.11 €69.38 €91.65 54
EV/Revenue €23.14 €41.50 €59.86 43
Asset-Based
NCAV (Graham) €4.80 €6.43 €9.59 50
Growth DCF
Growth DCF €2.03 €10.49 €21.95 80
Rev-Margin DCF €13.44 €33.60 €54.76 74
Economic Profit
Residual Income €10.65 €12.96 €26.95 76
ROIC Compounder €18.46 €27.05 €36.63 72
Growth Earnings
Growth-Adj P/E €16.92 €24.17 €31.42 68

Widest divergence: Multiples (€29.91) versus Asset-Based (€6.43). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €44.4B
Revenue growth (YoY) -0.4%
Net margin 2.7%
Return on equity 12.2%
Free cash flow €1.5B FY2025
P/E ratio 20.4
More key figures
Operating margin 7.7%
EPS (TTM) €1.70
Dividend yield 4.3%
EPS growth (YoY) -1.0%
Net debt €12.2B FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 41 · Market factors (momentum, volatility) 66

Profitability 35
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 43
Earnings quality: real cash, not paper profit
Fin. Strength 9
Balance sheet, leverage, solvency risk
Investment 58
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 68
Distance to the 52-week high (market factor)
Net Issuance 75
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Veolia Environnement SA designs and provides water, waste, and energy management solutions. It operates through France and Hazardous Waste Europe; Europe; Americas, Asia Pacific, Africa Middle-East; Water Technologies; and Other segments.

Full company description

Veolia Environnement SA designs and provides water, waste, and energy management solutions. It operates through France and Hazardous Waste Europe; Europe; Americas, Asia Pacific, Africa Middle-East; Water Technologies; and Other segments. The company is involved in resource management; production, treatment, distribution, and delivery of drinking and industrial process water; customer relationship management; collection, treatment, and recycling of wastewater; provision of organic matter, salts, metals, complex molecules, and energy; design and construction of water treatment and network infrastructure; and sale of water treatment equipment, technologies, and facilities. It also provides waste collection, product and waste material recovery, and waste-to-energy processing, including sale of recycled products; material recovery of organic waste; dismantling and remediation; hazardous waste processing and treatment; urban cleaning; and industrial maintenance and cleaning services. In addition, the company engages in the operation and maintenance of heating and cooling networks; optimization of industrial utilities, such as steam generation, cooling, electricity, and compressed air; installation and maintenance of production equipment; development of energy services to reduce energy consumption and CO2 emissions of buildings; integrated services for building management; production of electricity from renewable and alternative energy sources, including geothermy, biomass, co-generation, and wastewater plants, etc.; and provision of Hubgrade, a management platform for building and infrastructure energy efficiency monitoring, as well as thermal and multi-technical services. It serves industrial and service sector companies, public authorities, and individuals. The company was formerly known as Vivendi Environnement and changed its name to Veolia Environnement SA in January 2003. Veolia Environnement SA was founded in 1853 and is headquartered in Aubervilliers, France.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Veolia Environnement SA reported revenue of €44.4B in FY2025 versus €28.5B in FY2021, a compound +11.7%/yr. Reported net income was €1.2B in FY2025, compounding +31.7%/yr from FY2021.

Growth Quality 78/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€44.4B
Latest YoY
−0.7%
Avg. growth/yr (3Y)
+1.2%
Avg. growth/yr (5Y)
+11.3%
Avg. growth/yr (26Y)
+2.9%
Revenue +11.7%/yr
FY21 €28.5B
FY22 €42.9B
FY23 €45.4B
FY24 €44.7B
FY25 €44.4B
Net income +31.7%/yr
FY21 €404M
FY22 €716M
FY23 €937M
FY24 €1.1B
FY25 €1.2B

VIE screens 30% overvalued. Compare with Waste Management, Inc →

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Cite: Fair Value Calculator (2026). "Veolia Environnement SA Fair Value". https://www.fairvalue-calculator.com/stock/VIE

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Waste Management · 169 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Below median
Fair Value upside −30% · Below median
Return on equity (TTM) 12% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 8% · Below median
Revenue growth -0% · Below median
Dividend yield (TTM) 4.0% · Top 25%
Debt / equity 2.36× · Higher than 75% of peers

Valuation Multiples vs Waste Management median · lower = cheaper

P/E (TTM) 22.1× · Pricier than median
P/B 4.52× · Pricier than 75% of peers
P/S (TTM) 0.72× · Cheaper than median
P/FCF 21.7× · Pricier than 75% of peers
EV/EBITDA 7.9× · Cheaper than median
PEG 1.26× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 10
FUTURE 0 · sector 21
PAST 49 · sector 24
HEALTH 0 · sector 82
DIVIDEND 80 · sector 30

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Waste Management stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Waste Management, Inc WM $233.33 $128.02 -45%
Republic Services, Inc RSG $219.20 $122.01 -44%
Waste Connections, Inc WCN C$242.43 C$78.67 -68%
Clean Harbors, Inc CLH $303.64 $155.37 -49%
GFL Environmental Inc GFL C$55.40 C$94.12 +70%
Fomento de Construcciones y Contratas, S.A FCC €12.20 €7.30 -40%
GEM Co 002340 ¥6.32 ¥5.27 -17%
Zhejiang Weiming Environment Protection Co 603568 ¥16.18 ¥20.91 +29%
Cleanaway Waste Management Limited CWY A$2.34 A$1.18 -50%
Beijing GeoEnviron Engineering & Technology, Inc 603588 ¥15.90 ¥9.35 -41%

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Frequently asked questions

Is Veolia Environnement SA (VIE) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of €24.50 versus a price of €35.19, about −30% (overvalued).
What is the fair value of VIE?
Our model-based fair value for Veolia Environnement SA is €24.50 (as of Jul 18, 2026), built from audited fundamentals. The current price is €35.19.
What is the quality score of VIE?
Veolia Environnement SA has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Veolia Environnement SA (VIE)?
Veolia Environnement SA reported trailing-twelve-month revenue of about €44.4B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of VIE?
The net profit margin of Veolia Environnement SA is about 2.7%, meaning it keeps roughly 2.7% of revenue as net income. Based on the latest reported figures.
Does Veolia Environnement SA pay a dividend?
Veolia Environnement SA currently shows a dividend yield of about 4.34% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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