BN · rank #11 · 2026-09-07
NEX
PARIS · EUR · $6.93B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.53 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +8.6% |
| Forward net margin Consensus forward net margin. | +1.2% |
| Net margin TTM Trailing twelve month net margin. | +1.0% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.2% |
| 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. | 2.88× |
| Analyst upside Spread between the consensus 12m target and the current price. | +25.7% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $6.93B |
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-performance cable systems, focusing on electrification across power grids, renewable energy, and data center infrastructures.
Rationale
The company directly addresses the power grid and AI data center capacity bottleneck, supported by an attractive forward PEG of 0.41 and a massive €7.7 billion order backlog extending through mid-2028.
Material risks
- 1Delays or cancellations of large-scale electrification and grid capex projects could heavily erode the €7.7 billion order backlog.
- 2Ongoing portfolio reshaping and divestments of non-core operations (Lynxeo, AmerCable, Autoelectric) present execution risks and have depressed near-term net income and ROCE.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.