BN · rank #15 · 2026-10-26
NEX
PARIS · EUR · $5.55B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.35 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +8.4% |
| 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. | +49.6% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $5.55B |
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. manufactures high-voltage subsea and land cable systems and power accessories for grid interconnections, offshore wind, utilities, and data center electrification.
Rationale
Nexans addresses a critical power grid capacity bottleneck with high-barrier 525 kV HVDC cable technology and a €7.8 billion transmission backlog offering high forward revenue visibility at a 0.41 forward PEG.
Material risks
- 1Execution, commissioning, or ramp-up delays across expansion facilities (Charleroi, Safi, Republic Wire) could defer planned capacity-led revenue growth.
- 2Aggressive capacity expansion by qualified direct peers Prysmian and NKT could erode pricing power and compress margins on upcoming high-voltage tenders.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.