(RF) Eurazeo - Ratings and Ratios

Exchange: PA • Country: France • Currency: EUR • Type: Common Stock • ISIN: FR0000121121

Private Equity, Venture Capital, Real Estate, Growth Capital, Buyout

Dividends

Dividend Yield 4.89%
Yield on Cost 5y 5.93%
Yield CAGR 5y 17.28%
Payout Consistency 89.5%
Payout Ratio 8.6%
Risk via 10d forecast
Volatility 27.3%
Value at Risk 5%th 43.3%
Relative Tail Risk -3.57%
Reward TTM
Sharpe Ratio -0.64
Alpha -26.82
CAGR/Max DD 0.05
Character TTM
Hurst Exponent 0.555
Beta 0.318
Beta Downside 0.602
Drawdowns 3y
Max DD 36.01%
Mean DD 13.20%
Median DD 12.57%

Description: RF Eurazeo November 05, 2025

Eurazeo SE (ticker RF) is a France-based private-equity and venture-capital firm that deploys growth capital, series-C financing, leveraged buyouts, buy-ins and acquisitions across a broad spectrum of company sizes-from upper-mid-market to large listed firms and SMEs.

The firm’s sector mandate is unrestricted, but it shows a clear preference for “smart-city” ecosystems, services, leisure & mobility, real estate, fintech, distribution, industry, luxury, consumer goods, business services, and health-related businesses. Within consumer brands it targets beauty, digital health, life-science, tech-enabled financial services, personal and household care, apparel, wellness, accessories, home, jewellery, leisure, fitness, beverage and food companies, primarily in the United States and Europe.

Investment size ranges are roughly €45-€225 million for small-mid-market buyouts, €22-€90 million for growth-stage deals, and €9-€35 million for other targeted opportunities, with a geographic focus on New York, Paris, Italy, broader North America, China and key European markets.

From a quantitative standpoint, Eurazeo reported €25 billion of assets under management (AUM) at end-2023, and its 2023 net internal rate of return (IRR) on realized investments was approximately 13 %-both metrics that sit above the European private-equity median of ~€15 billion AUM and 10 % IRR, respectively (source: Eurazeo annual report and Preqin). The firm’s emphasis on digitally-driven sectors aligns with the projected 9 % CAGR in European digital transformation spend through 2027, a macro-driver that underpins many of its target industries.

Given Eurazeo’s diversified strategy and strong capital base, analysts should monitor its pipeline for deals that leverage post-pandemic consumption shifts-particularly in fintech and digital health, where transaction volumes have grown >15 % YoY in 2024 (source: McKinsey).

For a deeper dive into Eurazeo’s valuation metrics and comparable peer analysis, the ValueRay platform offers a curated data set that can help you benchmark its performance against sector averages.

Piotroski VR‑10 (Strict, 0-10) 2.0

Net Income (-711.6m TTM) > 0 and > 6% of Revenue (6% = 26.8m TTM)
FCFTA -0.00 (>2.0%) and ΔFCFTA 5.34pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue -281.6% (prev -5.39%; Δ -276.2pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.00 (>3.0%) and CFO 25.9m > Net Income -711.6m (YES >=105%, WARN >=100%)
NO Net Debt/EBITDA fails (EBITDA <= 0)
Current Ratio 0.28 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (70.4m) change vs 12m ago -2.82% (target <= -2.0% for YES)
Gross Margin -28.70% (prev 64.25%; Δ -92.95pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 4.85% (prev 82.25%; Δ -77.40pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio -15.26 (EBITDA TTM -506.3m / Interest Expense TTM 35.6m) >= 6 (WARN >= 3)

Altman Z'' 4.49

(A) -0.14 = (Total Current Assets 484.3m - Total Current Liabilities 1.74b) / Total Assets 8.93b
(B) 0.72 = Retained Earnings (Balance) 6.41b / Total Assets 8.93b
(C) -0.06 = EBIT TTM -542.5m / Avg Total Assets 9.22b
(D) 3.30 = Book Value of Equity 6.74b / Total Liabilities 2.04b
Total Rating: 4.49 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 25.28

1. Piotroski 2.0pt
2. FCF Yield -0.05%
3. FCF Margin -0.51%
4. Debt/Equity 0.25
5. Debt/Ebitda -3.05
6. ROIC - WACC (= -12.00)%
7. RoE -9.60%
8. Rev. Trend -62.77%
9. EPS Trend -53.30%

What is the price of RF shares?

As of November 27, 2025, the stock is trading at EUR 54.15 with a total of 58,353 shares traded.
Over the past week, the price has changed by +1.03%, over one month by -9.90%, over three months by -1.81% and over the past year by -20.24%.

Is RF a buy, sell or hold?

Eurazeo has no consensus analysts rating.

What are the forecasts/targets for the RF price?

Issuer Target Up/Down from current
Wallstreet Target Price 78.2 44.4%
Analysts Target Price - -
ValueRay Target Price 55.7 2.9%

RF Fundamental Data Overview November 23, 2025

Market Cap USD = 4.05b (3.52b EUR * 1.1511 EUR.USD)
Market Cap EUR = 3.52b (3.52b EUR * 1.0 EUR.EUR)
P/S = 640.9638
P/B = 0.536
Beta = 1.165
Revenue TTM = 446.9m EUR
EBIT TTM = -542.5m EUR
EBITDA TTM = -506.3m EUR
Long Term Debt = 199.1m EUR (from longTermDebt, last quarter)
Short Term Debt = 1.36b EUR (from shortTermDebt, last quarter)
Debt = 1.63b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.55b EUR (from netDebt column, last quarter)
Enterprise Value = 4.95b EUR (3.52b + Debt 1.63b - CCE 201.7m)
Interest Coverage Ratio = -15.26 (Ebit TTM -542.5m / Interest Expense TTM 35.6m)
FCF Yield = -0.05% (FCF TTM -2.30m / Enterprise Value 4.95b)
FCF Margin = -0.51% (FCF TTM -2.30m / Revenue TTM 446.9m)
Net Margin = -159.2% (Net Income TTM -711.6m / Revenue TTM 446.9m)
Gross Margin = -28.70% ((Revenue TTM 446.9m - Cost of Revenue TTM 575.1m) / Revenue TTM)
Gross Margin QoQ = none% (prev 68.72%)
Tobins Q-Ratio = 0.55 (Enterprise Value 4.95b / Total Assets 8.93b)
Interest Expense / Debt = 2.18% (Interest Expense 35.6m / Debt 1.63b)
Taxrate = -1.71% (negative due to tax credits) (5.25m / -306.4m)
NOPAT = -551.8m (EBIT -542.5m * (1 - -1.71%)) [loss with tax shield] [negative tax rate / tax credits]
Current Ratio = 0.28 (Total Current Assets 484.3m / Total Current Liabilities 1.74b)
Debt / Equity = 0.25 (Debt 1.63b / totalStockholderEquity, last quarter 6.63b)
Debt / EBITDA = -3.05 (negative EBITDA) (Net Debt 1.55b / EBITDA -506.3m)
Debt / FCF = -672.7 (out of range, set to none) (Net Debt 1.55b / FCF TTM -2.30m)
Total Stockholder Equity = 7.42b (last 4 quarters mean from totalStockholderEquity)
RoA = -7.96% (Net Income -711.6m / Total Assets 8.93b)
RoE = -9.60% (Net Income TTM -711.6m / Total Stockholder Equity 7.42b)
RoCE = -7.12% (EBIT -542.5m / Capital Employed (Equity 7.42b + L.T.Debt 199.1m))
RoIC = -6.38% (negative operating profit) (NOPAT -551.8m / Invested Capital 8.65b)
WACC = 5.62% (E(3.52b)/V(5.15b) * Re(7.19%) + D(1.63b)/V(5.15b) * Rd(2.18%) * (1-Tc(-0.02)))
Discount Rate = 7.19% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -2.20%
Fair Price DCF = unknown (Cash Flow -2.30m)
EPS Correlation: -53.30 | EPS CAGR: -32.19% | SUE: 0.0 | # QB: 0
Revenue Correlation: -62.77 | Revenue CAGR: -67.72% | SUE: -0.07 | # QB: 0

Additional Sources for RF Stock

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle