BN · rank #9 · 2026-07-27
NEX
PARIS · EUR · $6.67B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.20 |
|---|---|
| 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. | +27.1% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $6.67B |
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. designs and manufactures high-voltage and low-voltage cable systems critical for power grids, electrification, and digital infrastructure globally.
Rationale
NEX@PARIS is highly aligned with the grid bottleneck strategy, supported by strong core electrification growth, a cheap 0.41 forward PEG, and enhanced order visibility from strategic North American acquisitions.
Material risks
- 1Commodity price volatility and potential low-voltage commoditization could erode margins due to a lack of proprietary patents or sole-supplier status in data center wiring.
- 2Cyclical weakness in Nexans' metallurgy division acts as an operational drag and offset core electrification gains in the Q1 2026 standard sales.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.