AU · rank #9 · 2026-10-22
G24
XETRA · EUR · $6.45B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.585 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $105.91 | +27.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +26.16% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.58 |
| Gross margin TTM | +79.6% |
| 52w high | $100.81 |
| Market cap (USD) | $6.45B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Scout24 AG operates ImmoScout24, Germany's dominant digital real estate marketplace connecting over 19 million monthly users and 26,000 professional customers to property listings and integrated agentic workflows.
Rationale
The 27.5% analyst upside signal is supported by high gross margins (79.6%), 18.8% H1 adjusted EPS growth, reaffirmed 2026 revenue guidance of 16–18%, and an expanded €350 million share repurchase program.
Material risks
- 1Commoditization or displacement of Scout24's Agentic OS and AI search tools by major platforms or agents building tools in-house could erode platform network effects and transaction monetization.
- 2Persistent weakness in German residential construction combined with margin dilution from integrating Spain's Fotocasa Group could hinder long-term earnings compounding.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.