BN · rank #13 · 2026-09-09
NEX
PARIS · EUR · $7.18B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.51 |
|---|---|
| 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. | +21.5% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $7.18B |
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 group transitioning into a pure-play electrification specialist that manufactures high-voltage subsea and land cables for power transmission and distribution grids.
Rationale
Exposure to AI and data center power grid bottlenecks is supported by an attractive forward PEG of 0.41, expected forward revenue growth of 8.65%, and robust multi-year backlog-driven visibility.
Material risks
- 1Execution and regulatory delays on major high-voltage transmission projects, specifically the pending €1.2 billion Great Sea Interconnector backlog addition.
- 2Exposure to cyclical slowdowns in industrial, construction, and grid capex markets that could depress organic growth in the PWR-Grid and PWR-Transmission segments.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.