BN · rank #13 · 2026-07-20
NEX
PARIS · EUR · $6.77B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.28 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +8.9% |
| Forward net margin Consensus forward net margin. | +5.2% |
| Net margin TTM Trailing twelve month net margin. | +4.5% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.7% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 0.41 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 2.25× |
| Analyst upside Spread between the consensus 12m target and the current price. | +24.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $6.77B |
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
Nexans S.A. is a French industrial manufacturer specializing in high-voltage subsea and land power cable systems that drive global grid electrification and transmission capacity.
Rationale
The stock screens as a premier grid-bottleneck solver for AI and data center power constraints, supported by an attractive forward PEG of 0.41 and a strong structural competitive moat [0.41].
Material risks
- 1Further scheduling delays or project pushouts of major transmissions, such as the Great Sea Interconnector being deferred beyond 2029, which would delay crucial revenue and cash flow recognition.
- 2Near-term free cash flow contraction in 2026 compared to 2025 levels, driven by working capital swings and capital expenditure phasing.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.