Quality Momentum

QM · rank #3 · 2026-07-21

HOT

XETRA · EUR · $39.92B (USD)

SignalStrong Buy6.0strength 6.0 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1
Return from 12 months ago to 1 month ago.
+237.42%
ROE TTM
Return on equity, trailing 12 months.
+64.1%
Profit margin
Net profit margin, trailing 12 months.
+2.1%
Market cap (USD)
Size filter: > $300M required (USD-equivalent).
$39.92B
Anchor (recent)
Close on 2026-06-19
$511.00
Anchor (far)
Close on 2025-06-20
$151.44

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

HOCHTIEF Aktiengesellschaft is a global engineering and construction firm specializing in large-scale, long-dated infrastructure projects across Europe, the Americas, and the Asia-Pacific region.

Rationale

The company's exceptional 64% ROE and strong momentum are fundamentally supported by a record €66 billion order backlog and management's guidance of 20-30% operating net profit growth for 2026.

Material risks

  • 1Thin 2% net profit margins offer minimal cushion against labor inflation, material cost escalations, or execution delays on complex megaprojects.
  • 2The imminent H1 2026 earnings release on July 27, 2026, presents near-term execution risk and potential volatility following the stock's massive 200% run-up.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Proceed