BN · rank #10 · 2026-10-21
SAF
PARIS · EUR · $145.44B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.20 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +10.3% |
| Forward net margin Consensus forward net margin. | +13.0% |
| Net margin TTM Trailing twelve month net margin. | +11.6% |
| Margin expansion Forward minus trailing net margin (percentage points). | +1.5% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 1.85 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 0.55× |
| Analyst upside Spread between the consensus 12m target and the current price. | +21.9% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $145.44B |
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
Safran SA is a French aerospace and defense supplier specializing in commercial aircraft engines, landing gear, aircraft equipment, and military optronic systems.
Rationale
Safran's dominant position in the CFM International joint venture and massive installed LEAP engine fleet make it a critical bottleneck solver for global commercial aviation aftermarket services and defense propulsion.
Material risks
- 1Certification and deployment delays for the Maverick high-pressure turbine blade could defer LEAP-1B profit recognition under risk-and-revenue-sharing contracts into late 2026 or 2027.
- 2High partner dependency on GE Aerospace within the 50/50 CFM joint venture, combined with significant pricing and schedule leverage held by Boeing and Airbus.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.