BN · rank #12 · 2026-09-11

DG

PARIS · EUR · $70.93B (USD)

SignalSell

verdict · CAUTION

The exact numbers the algorithm saw.

Bottleneck themes

The structural shortage this name supplies into.

AI data center power grid bottleneck

Factor scores and the inputs behind this pick.
Composite score Z-score blend of the factors below; drives the rank.	-0.51
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.	+29.5%
Last EPS surprise Most recent reported EPS versus consensus.	—
Market cap (USD)	$70.93B

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

Vinci S.A. is a global infrastructure, concessions, and energy solutions group that designs, builds, and manages power grid and turnkey data center infrastructure.

Rationale

The name screens well because its Energy Solutions divisions (Vinci Energies and Cobra IS) directly address power grid and data center bottlenecks, backed by a record €75 billion backlog.

Material risks

1Large utility, telecom, and cloud hyperscaler customers building energy and data center infrastructure capabilities in-house to bypass third-party engineering contractors.
2Exposure to regulatory changes, exceptional tax surcharges, and cyclical traffic volumes within its airport and motorway concessions that could constrain cash flow.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI

Caution

Claude

Caution

Gemini

Proceed