BN · rank #13 · 2026-09-07
DG
PARIS · EUR · $73.19B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.54 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +3.3% |
| Forward net margin Consensus forward net margin. | +7.1% |
| Net margin TTM Trailing twelve month net margin. | +6.7% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.4% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 2.17 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 2.40× |
| Analyst upside Spread between the consensus 12m target and the current price. | +25.6% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $73.19B |
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
Vinci S.A. is a leading European concessions, construction, and energy services group that specializes in building and maintaining complex power grids, digital networks, and transport infrastructure.
Rationale
Vinci's rapidly growing Energy Solutions division directly addresses AI data center power grid bottlenecks, with record H1 2026 results and a €77 billion order book reinforcing its role as a key infrastructure enabler [1].
Material risks
- 1Large cloud and industrial clients could choose to develop digital infrastructure capabilities in-house or tender projects widely, leading to commoditization and margin compression [1].
- 2Cyclical exposure to public infrastructure spending or adverse regulatory changes in concessions could lead to project delays and erode future revenue visibility [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.