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1. Company Snapshot

1.a. Company Description

Compagnie Plastic Omnium SE designs, develops, manufactures, and sells intelligent exterior systems, clean energy systems, and modules for the automotive industry in France, rest of Europe, North America, China, rest of Asia, and internationally.It offers intelligent exterior systems, including bumpers, energy absorption systems, tailgate modules, spoilers, fender supports, and rocket panels, as well as radar and other sensors.The company also manufactures blown polyethylene energy systems, including fuel tanks for internal combustion or hybrid vehicles; and depollution systems for diesel engines.


In addition, it engages in the development of new energies, including hydrogen and associated technologies, such as high-pressure storage in fuel tanks with carbon fiber reinforcement, fuel cells, and solutions for energy.Further, it manufactures hydrogen fuel tanks, fuel cell stacks, and integrated hydrogen systems; and manufactures electric batteries.In addition, it is involved in the development, assembly, and logistics of front-end modules, as well as offers other parts of the vehicles, such as cockpit and the center consoles.


The company was founded in 1946 and is headquartered in Levallois-Perret, France.Compagnie Plastic Omnium SE is a subsidiary of Burelle SA.

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1.b. Last Insights on POM

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.76%)

6. Segments

Exterior Systems

Expected Growth: 3.5%

Compagnie Plastic Omnium SE's Exterior Systems segment growth of 3.5% is driven by increasing demand for lightweight and sustainable automotive solutions, driven by stringent emissions regulations and OEMs' focus on reducing vehicle weight. Additionally, growing adoption of advanced driver-assistance systems (ADAS) and electrification of vehicles are also contributing to the segment's growth.

Modules

Expected Growth: 3.8%

Compagnie Plastic Omnium SE's 3.8% growth is driven by increasing demand for lightweight automotive components, electrification of vehicles, and growing adoption of sustainable materials. Additionally, the company's focus on innovation, strategic acquisitions, and expansion into emerging markets contribute to its growth momentum.

Powertrain

Expected Growth: 4.2%

The 4.2% growth of Powertrain from Compagnie Plastic Omnium SE is driven by increasing demand for fuel-efficient and low-emission vehicles, rising adoption of hybrid and electric powertrains, and growing investments in research and development to meet stringent emission regulations.

7. Detailed Products

Automotive Fuel Systems

Designs and manufactures fuel systems, including fuel tanks, fuel pumps, and fuel level sensors, for the automotive industry.

Automotive Emission Control Systems

Develops and manufactures emission control systems, including exhaust systems, catalytic converters, and particulate filters, to reduce vehicle emissions.

Automotive Exterior Components

Designs and manufactures exterior components, such as bumpers, spoilers, and exterior trim, for the automotive industry.

Waste Management Containers

Manufactures waste management containers, including bins, dumpsters, and recycling containers, for municipalities and waste management companies.

Urban Furniture

Designs and manufactures urban furniture, including benches, bike racks, and street furniture, for municipalities and urban planners.

8. Compagnie Plastic Omnium SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Compagnie Plastic Omnium SE is moderate due to the availability of alternative materials and products in the automotive industry.

Bargaining Power Of Customers

The bargaining power of customers is high due to the concentration of major automotive manufacturers, which gives them significant negotiating power over Compagnie Plastic Omnium SE.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low due to the company's large scale of operations and its ability to negotiate favorable terms with its suppliers.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the automotive industry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry is high due to the competitive nature of the automotive industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 50.95%
Debt Cost 5.89%
Equity Weight 49.05%
Equity Cost 13.27%
WACC 9.51%
Leverage 103.89%

11. Quality Control: Compagnie Plastic Omnium SE passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Kendrion

A-Score: 5.4/10

Value: 7.9

Growth: 1.6

Quality: 3.6

Yield: 6.2

Momentum: 8.0

Volatility: 5.3

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Akwel

A-Score: 5.2/10

Value: 9.0

Growth: 3.1

Quality: 4.4

Yield: 6.2

Momentum: 4.0

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Plastic Omnium

A-Score: 4.8/10

Value: 8.4

Growth: 4.3

Quality: 2.6

Yield: 6.9

Momentum: 4.0

Volatility: 2.3

1-Year Total Return ->

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ElringKlinger

A-Score: 4.6/10

Value: 10.0

Growth: 1.9

Quality: 3.0

Yield: 3.8

Momentum: 6.0

Volatility: 3.0

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Garrett Motion

A-Score: 4.5/10

Value: 7.1

Growth: 1.8

Quality: 5.8

Yield: 0.6

Momentum: 10.0

Volatility: 2.0

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Nokian Renkaat

A-Score: 4.4/10

Value: 8.1

Growth: 1.0

Quality: 2.6

Yield: 8.1

Momentum: 3.0

Volatility: 3.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

10.9$

Current Price

10.9$

Potential

-0.00%

Expected Cash-Flows