BN · rank #13 · 2026-09-08
NEX
PARIS · EUR · $7.04B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.48 |
|---|---|
| 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. | +23.9% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $7.04B |
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 global electrification specialist that manufactures high-voltage cables and systems to address grid infrastructure and data center power bottlenecks.
Rationale
The bottleneck-solver signal is validated by Nexans' attractive forward PEG of 0.41, strong 8.65% forward revenue growth, and a €7.7 billion backlog that provides high visibility and fully loads production lines through mid-2028.
Material risks
- 1Execution and regulatory approval delays on large-scale high-voltage projects, particularly the Great Sea Interconnector, could delay the expected €1.2 billion backlog addition and erode profitability.
- 2Exposure to cyclical downturns in industrial and construction markets could weaken organic growth in shorter-cycle segments like PWR-Grid and PWR-Connect despite current electrification momentum.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.