(MF) Wendel - Overview
Sector: Financial Services | Industry: Asset Management | Exchange: PA (France) | Market Cap: 3.488m EUR | Total Return: 3.3% in 12m
Equity Investments, Private Debt
Total Rating 45
Safety 75
Buy Signal -0.23
Asset Management
Industry Rotation: +4.2
Industry Rotation: +4.2
Market Cap:
4.06B
Avg Turnover: 4.16M
Avg Turnover: 4.16M
Risk 3d forecast
Volatility20.2%
VaR 5th Pctl3.52%
VaR vs Median5.81%
Reward TTM
Sharpe Ratio0.10
Rel. Str. IBD43.7
Rel. Str. Peer Group58.2
Character TTM
Beta0.494
Beta Downside0.401
Hurst Exponent0.609
Drawdowns 3y
Max DD31.21%
CAGR/Max DD-0.01
CAGR/Mean DD-0.03
Warnings
Share dilution 22.5% YoY
Tailwinds
No distinct edge detected
Description: MF Wendel
Wendel (MF) is a private equity firm that invests in middle-market and later-stage companies. The firm utilizes leveraged buyouts, acquisitions, and private debt strategies. Private equity firms typically generate returns through operational improvements and financial engineering of acquired companies.
Wendels investment focus includes B2B, education technology, energy transition, and healthcare. These sectors often exhibit high growth potential or resilience to economic cycles. The firm targets investments in Europe, particularly France, and North America.
Investment amounts range from €300 million to €800 million for majority, control, or large minority stakes. Taking board seats is a common practice for private equity firms to exert influence and guide strategy in portfolio companies. Further analysis of Wendels portfolio and investment performance can be found on ValueRay.
Founded in 1704, Wendel is headquartered in Paris, France, with a global presence.
- Successful exits from portfolio companies boost capital gains
- Global economic slowdown impacts private equity valuations
- Interest rate hikes increase debt financing costs
- Regulatory changes affect private equity investment strategies
- Performance of key listed holdings drives NAV fluctuations
Piotroski VR‑10 (Strict)
6.0
| Net Income: 142.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.15 > 0.02 and ΔFCF/TA 1.75 > 1.0 |
| NWC/Revenue: 17.28% < 20% (prev 34.42%; Δ -17.14% < -1%) |
| CFO/TA 0.19 > 3% & CFO 3.14b > Net Income 142.1m |
| Net Debt (3.44b) to EBITDA (2.43b): 1.41 < 3 |
| Current Ratio: 1.53 > 1.5 & < 3 |
| Outstanding Shares: last quarter (53.8m) vs 12m ago 22.49% < -2% |
| Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin) |
| Asset Turnover: 86.35% > 50% (prev 71.28%; Δ 15.08% > 0%) |
| Interest Coverage Ratio: 2.70 > 6 (EBITDA TTM 2.43b / Interest Expense TTM 568.3m) |
Altman Z''
2.82
| A: 0.14 (Total Current Assets 6.83b - Total Current Liabilities 4.46b) / Total Assets 16.68b |
| B: 0.26 (Retained Earnings 4.34b / Total Assets 16.68b) |
| C: 0.10 (EBIT TTM 1.53b / Avg Total Assets 15.87b) |
| D: 0.37 (Book Value of Equity 4.16b / Total Liabilities 11.25b) |
| Altman-Z'' Score: 2.82 = A |
Beneish M
-3.80
| DSRI: 0.87 (Receivables 1.76b/1.59b, Revenue 13.70b/10.73b) |
| GMI: 0.12 (GM 103.1% / 12.73%) |
| AQI: 1.18 (AQ_t 0.53 / AQ_t-1 0.45) |
| SGI: 1.28 (Revenue 13.70b / 10.73b) |
| TATA: -0.18 (NI 142.1m - CFO 3.14b) / TA 16.68b) |
| Beneish M-Score: -3.80 (Cap -4..+1) = AAA |
What is the price of MF shares?
As of May 18, 2026, the stock is trading at EUR 87.65 with a total of 34,057 shares traded.
Over the past week, the price has changed by +0.40%, over one month by -1.57%, over three months by -2.45% and over the past year by +3.27%.
Over the past week, the price has changed by +0.40%, over one month by -1.57%, over three months by -2.45% and over the past year by +3.27%.
Is MF a buy, sell or hold?
Wendel has no consensus analysts rating.
What are the forecasts/targets for the MF price?
| Analysts Target Price | - | - |
Wendel (MF) - Fundamental Data Overview
as of 13 May 2026
Market Cap USD = 4.06b (3.49b EUR * 1.1626 EUR.USD)P/E Forward = 15.4321
P/S = 0.4482
P/B = 0.9853
P/EG = 0.7799
Revenue TTM = 13.70b EUR
EBIT TTM = 1.53b EUR
EBITDA TTM = 2.43b EUR
Long Term Debt = 4.73b EUR (from longTermDebt, last quarter)
Short Term Debt = 1.47b EUR (from shortTermDebt, last quarter)
Debt = 6.66b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.44b EUR (from netDebt column, last quarter)
Enterprise Value = 6.78b EUR (3.49b + Debt 6.66b - CCE 3.37b)
Interest Coverage Ratio = 2.70 (Ebit TTM 1.53b / Interest Expense TTM 568.3m)
EV/FCF = 2.63x (Enterprise Value 6.78b / FCF TTM 2.58b)
FCF Yield = 38.06% (FCF TTM 2.58b / Enterprise Value 6.78b)
FCF Margin = 18.83% (FCF TTM 2.58b / Revenue TTM 13.70b)
Net Margin = 1.04% (Net Income TTM 142.1m / Revenue TTM 13.70b)
Gross Margin = unknown ((Revenue TTM 13.70b - Cost of Revenue TTM -418.3m) / Revenue TTM)
Tobins Q-Ratio = 0.41 (Enterprise Value 6.78b / Total Assets 16.68b)
Interest Expense / Debt = 1.58% (Interest Expense 104.9m / Debt 6.66b)
Taxrate = 47.45% (287.1m / 605.0m)
NOPAT = 805.3m (EBIT 1.53b * (1 - 47.45%))
Current Ratio = 1.53 (Total Current Assets 6.83b / Total Current Liabilities 4.46b)
Debt / Equity = 1.89 (Debt 6.66b / totalStockholderEquity, last quarter 3.52b)
Debt / EBITDA = 1.41 (Net Debt 3.44b / EBITDA 2.43b)
Debt / FCF = 1.33 (Net Debt 3.44b / FCF TTM 2.58b)
Total Stockholder Equity = 3.26b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.90% (Net Income 142.1m / Total Assets 16.68b)
RoE = 4.35% (Net Income TTM 142.1m / Total Stockholder Equity 3.26b)
RoCE = 19.17% (EBIT 1.53b / Capital Employed (Equity 3.26b + L.T.Debt 4.73b))
RoIC = 8.57% (NOPAT 805.3m / Invested Capital 9.40b)
WACC = 3.20% (E(3.49b)/V(10.15b) * Re(7.72%) + D(6.66b)/V(10.15b) * Rd(1.58%) * (1-Tc(0.47)))
Discount Rate = 7.72% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 31.46 | Cagr: 9.44%
[DCF] Terminal Value 86.58% ; FCFF base≈2.37b ; Y1≈2.43b ; Y5≈2.71b
[DCF] Fair Price = 1.94k (EV 80.34b - Net Debt 3.44b = Equity 76.91b / Shares 39.7m; r=6.0% [WACC]; 5y FCF grow 2.40% → 3.0% )
EPS Correlation: -22.00 | EPS CAGR: 48.90% | SUE: 0.0 | # QB: 0
Revenue Correlation: -25.53 | Revenue CAGR: 14.58% | SUE: -0.50 | # QB: 0
EPS current Year (2026-12-31): EPS=4.78 | Chg30d=+0.00% | Revisions=N/A | GrowthEPS=+25.9% | GrowthRev=+2.0%
EPS next Year (2027-12-31): EPS=4.88 | Chg30d=+0.00% | Revisions=+20% | GrowthEPS=+2.2% | GrowthRev=+9.1%
[Analyst] Revisions Ratio: +20%