ML Stock Analysis: Compagnie Generale des | PA

Automobiles & Auto Parts | PA, France | Market Cap: 22.868m EUR | 12M Return: 14% | FR001400AJ45 | Charts, Fundamentals & Technical Analysis

Tires, Mobility Services, Lifestyle Accessories, Advanced Materials
Total Rating 64
Safety 78
Buy Signal 0.32
Automobiles & Auto Parts
Industry Rotation: +4.9
Market Cap: 26.0B
Avg Turnover: 48.5M
Risk 3d forecast
Volatility20.4%
VaR 5th Pctl3.34%
VaR vs Median-0.85%
Reward TTM
Sharpe Ratio0.53
Rel. Str. IBD67.4
Rel. Str. Peer Group81.9
Character TTM
Beta0.374
Beta Downside0.234
Hurst Exponent0.548
Drawdowns 3y
Max DD29.18%
CAGR/Max DD0.31
CAGR/Mean DD0.86
EPS (Earnings per Share) EPS (Earnings per Share) of ML over the last years for every Quarter: "2021-09": null, "2021-12": 4.54, "2022-06": 1.17, "2022-09": null, "2022-12": 1.62, "2023-03": null, "2023-06": 1.69, "2023-12": 1.6, "2024-06": 0.99, "2024-12": 1.02, "2025-06": 1.17, "2025-12": 1.7888, "2026-06": null,
EPS CAGR: -10.98%
EPS Trend: -51.7%
Qual. Beats: 0
Revenue Revenue of ML over the last years for every Quarter: 2021-09: 5948.75, 2021-12: 12603, 2022-06: 13289, 2022-09: 7650.5, 2022-12: 15301, 2023-03: 7039.5, 2023-06: 14079, 2023-12: 14264, 2024-06: 13481, 2024-12: 13712, 2025-06: 13028, 2025-12: 19478, 2026-06: 12687,
Rev. CAGR: 6.43%
Rev. Trend: 67.8%
Last SUE: 0.89
Qual. Beats: 1

Warnings

Earnings Expected To Drop (P/E To P/E Forward)

Tailwinds

Idiosyncratic Leader

Seasonality 11.6 years of data

Jan +3.3% 21
Feb +1.8% 19
Mar -1.7% 11
Apr -0.0% 10
May +3.0% 23
Jun -0.3% 19
Jul -0.1% 5
Aug -4.3% 53
Sep -0.2% 16
Oct -2.3% 28
Nov +1.5% 14
Dec +0.6% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: ML Compagnie Generale des

Michelin is a France-based global tire manufacturer and one of the worlds largest tire producers, selling products for both private vehicles (cars, motorcycles, bicycles, scooters) and a wide range of professional applications including freight transport, agriculture, construction, mining, aviation, and military operations.

Beyond tire manufacturing, the company operates a diversified business model that extends into fleet mobility solutions, travel and navigation services (such as maps, mobile apps, and travel guides), lifestyle products like car and bike accessories, and advanced materials research spanning 3D metal printing and bio-sourced or recycled rubber.

Founded in 1863 and headquartered in Clermont-Ferrand, Michelin sits within the Consumer Discretionary sector under Automotive Parts & Equipment, reflecting its primary exposure to global vehicle demand cycles and aftermarket replacement tire sales.

Headlines to Watch Out For
  • Specialty segment margins drive earnings growth
  • European OEM volume weakness pressures tire revenue
  • Chinese tire makers gain share in replacement market
Piotroski VR-10 (Strict) 9.0
Net Income: 2.01b TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 2.18 > 1.0
NWC/Revenue: 18.06% < 20% (prev 24.62%; Δ -6.56% < -1%)
CFO/TA 0.12 > 3% & CFO 4.13b > Net Income 2.01b
Net Debt (5.99b) to EBITDA (5.89b): 1.02 < 3
Current Ratio: 1.65 > 1.5 & < 3
Outstanding Shares: last quarter (695.4m) vs 12m ago -3.53% < -2%
Gross Margin: 27.40% > 18% (prev 47.18%; Δ -19.78% > 0.5%)
Asset Turnover: 90.03% > 50% (prev 75.21%; Δ 14.82% > 0%)
Interest Coverage Ratio: 13.39 > 6 (EBIT TTM 3.35b / Interest Expense TTM 250.0m)
Altman Z'' 4.22
A: 0.16 (Total Current Assets 14.7b - Total Current Liabilities 8.93b) / Total Assets 35.9b
B: 0.47 (Retained Earnings 16.9b / Total Assets 35.9b)
C: 0.09 (EBIT TTM 3.35b / Avg Total Assets 35.7b)
D: 0.95 (Book Value of Equity 17.5b / Total Liabilities 18.4b)
Altman-Z'' = 4.22 = AA
Beneish M -2.36
DSRI: 0.84 (Receivables 4.04b/4.03b, Revenue 32.2b/26.7b)
GMI: 1.72 (GM 47.18% / 27.40%)
AQI: 1.02 (AQ_t 0.22 / AQ_t-1 0.22)
SGI: 1.20 (Revenue 32.2b / 26.7b)
TATA: -0.06 (NI 2.01b - CFO 4.13b) / TA 35.9b)
Beneish M = -2.36 (Cap -4..+1) = BBB
What is the price of ML shares?

As of September 24, 2026, the stock is trading at EUR 33.65 with a total of 1,212,612 shares traded. Over the past week, the price has changed by +1.42%, over one month by -4.08%, over three months by +3.00% and over the past year by +13.96%.

Current recommended Stop Loss: 32.60 (which is 3.1% or 1.7 ATR below the current price).

Is ML a buy, sell or hold?

Compagnie Generale des has no consensus analysts rating.

Compagnie Generale des (ML) - Fundamental Data Overview as of 20 September 2026
Market Cap USD = 26.0b (22.9b EUR * 1.1379 EUR.USD)
P/E Trailing = 3.2305
P/E Forward = 9.0171
P/S = 0.92
P/B = 1.2865
P/EG = 6.991
Revenue TTM = 32.2b EUR
EBIT TTM = 3.35b EUR
EBITDA TTM = 5.89b EUR
Long Term Debt = 4.96b EUR (from longTermDebt, last quarter)
Short Term Debt = 2.23b EUR (from shortTermDebt, last quarter)
Debt = 8.88b EUR (from shortLongTermDebtTotal, last quarter) + Leases 964.0m
Net Debt = 5.99b EUR (calculated: Debt 8.88b - CCE 2.89b)
Enterprise Value = 28.9b EUR (22.9b + Debt 8.88b - CCE 2.89b)
Interest Coverage Ratio = 13.39 (Ebit TTM 3.35b / Interest Expense TTM 250.0m)
EV/FCF = 11.57x (Enterprise Value 28.9b / FCF TTM 2.49b)
FCF Yield = 8.64% (FCF TTM 2.49b / Enterprise Value 28.9b)
FCF Margin = 7.75% (FCF TTM 2.49b / Revenue TTM 32.2b)
Net Margin = 6.25% (Net Income TTM 2.01b / Revenue TTM 32.2b)
Gross Margin = 27.40% ((Revenue TTM 32.2b - Cost of Revenue TTM 23.4b) / Revenue TTM)
Gross Margin QoQ = 28.61% (prev 26.61%)
Tobins Q-Ratio = 0.80 (Enterprise Value 28.9b / Total Assets 35.9b)
Interest Expense / Debt = 2.81% (Interest Expense 250.0m / Debt 8.88b)
Taxrate = 27.04% (745.0m / 2.75b)
NOPAT = 2.44b (EBIT 3.35b * (1 - 27.04%))
Current Ratio = 1.65 (Total Current Assets 14.7b / Total Current Liabilities 8.93b)
Debt / Equity = 0.51 (Debt 8.88b / totalStockholderEquity, last quarter 17.5b)
Debt / EBITDA = 1.02 (Net Debt 5.99b / EBITDA 5.89b)
Debt / FCF = 2.40 (Net Debt 5.99b / FCF TTM 2.49b)
Total Stockholder Equity = 18.0b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.62% (Net Income 2.01b / Total Assets 35.9b)
RoE = 11.17% (Net Income TTM 2.01b / Total Stockholder Equity 18.0b)
RoCE = 14.59% (EBIT 3.35b / Capital Employed (Equity 18.0b + L.T.Debt 4.96b))
RoIC = 8.85% (NOPAT 2.44b / Invested Capital 27.6b)
WACC = 5.83% (E(22.9b)/V(31.8b) * Re(7.30%) + D(8.88b)/V(31.8b) * Rd(2.81%) * (1-Tc(0.27)))
Discount Rate = 7.30% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -63.55 | Cagr: -1.27%
[DCF] Terminal Value 77.97% ; FCFF base≈2.17b ; Y1≈2.49b ; Y5≈3.67b
[DCF] Fair Price = 68.97 (EV 55.2b - Net Debt 5.99b = Equity 49.2b / Shares 713.3m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -51.73 | EPS CAGR: -10.98% | SUE: N/A | # QB: 0
Revenue Correlation: 67.82 | Revenue CAGR: 6.43% | SUE: 0.89 | # QB: 1
EPS current Quarter (2026-06-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2026-12-31): EPS=2.76 | Chg30d=+1.70% | Revisions=+0% | GrowthEPS=+18.4% | GrowthRev=+1.9%
EPS next Year (2027-12-31): EPS=3.19 | Chg30d=+1.26% | Revisions=+0% | GrowthEPS=+15.8% | GrowthRev=+4.2%
[Analyst] Revisions Ratio: +0% (up=4, down=4)