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Compagnie de lOdet (ENXTPA:ODET) Revenue Jump Puts Its Pricey Valuation Back In Focus

Simply Wall St · 1d ago

Q3 trading update shifts focus back to Compagnie de l'Odet

Compagnie de l'Odet (ENXTPA:ODET) just released its third quarter and nine month trading statement, with quarterly revenue reported at €936 million compared with €630 million a year earlier.

Despite the stronger revenue statement, Compagnie de l'Odet’s share price has fallen 27.25% over the past 90 days, while the year-to-date share price return is down 28.00%. However, the 1-year total shareholder return of 6.99% indicates that longer-term holders have still come out ahead.

Compare this update on Compagnie de l'Odet with a curated 604 high quality undiscovered gems that are also flying under the radar despite solid fundamentals.

Compagnie de l'Odet is reporting higher revenue while the share price has dropped sharply in recent months. Does that recent slide leave the stock attractively priced, or still demanding for what you get today?

Price-to-earnings of 39.2x for Compagnie de l'Odet: Is it justified?

On the latest data, Compagnie de l'Odet trades on a P/E of 39.2x, which sits against a last close of €972 and lines up with a share price that has fallen sharply even as revenue remains solid.

The P/E ratio compares the current share price with earnings per share. For a business like Compagnie de l'Odet, which operates across oil distribution, media, and industrial activities, this figure reflects what the market is willing to pay for each euro of profit today.

High quality earnings are flagged in the data, and the group has moved from loss making to profitable over the past 5 years with strong earnings growth over that longer stretch. At the same time, profit margins are much thinner than a year ago, net income fell over the last 12 months, and return on equity sits at a low 0.9%. That combination suggests buyers are paying a high multiple for profits that recently declined and are being generated with modest returns on shareholder capital.

The comparison with peers is stark. ODET is described as expensive relative to both the European Logistics industry average P/E of 19.1x and a peer average of 19.7x. In other words, the stock trades at roughly double the earnings multiple of its reference groups, which signals the market is pricing this company at a premium rather than a discount.

See what the numbers say about this price — find out in our valuation breakdown.

Result: Price-to-earnings of 39.2x (OVERVALUED).

Still, thin profit margins alongside a low 0.9% return on equity leave Compagnie de l'Odet exposed if earnings weaken again or investor sentiment cools.

Find out about the key risks to this Compagnie de l'Odet narrative.

Another view on Compagnie de l'Odet’s value

The earlier P/E check painted Compagnie de l'Odet as expensive. A second lens using a discounted cash flow approach points in the same direction. The stock trades at €972, while our DCF model points to a future cash flow value of €264.53, which indicates the shares are overvalued on this method as well.

This kind of gap often reflects either very optimistic expectations baked into the price or a model that investors are choosing to look through. The key question is whether you think the market is justified in paying well above the DCF output, or whether the spreadsheet-based valuation should carry more weight.

Look into how the SWS DCF model arrives at its fair value.

ODET Discounted Cash Flow as at Nov 2026
ODET Discounted Cash Flow as at Nov 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Compagnie de l'Odet for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 200 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

Uneasy about how this all reads on Compagnie de l'Odet right now. Move quickly, review the underlying figures yourself, and weigh them against the 2 important warning signs.

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