Quality Momentum

QM · rank #13 · 2026-07-23

HEIJM

AMSTERDAM · EUR · $3.03B (USD)

SignalBuy2.4strength 2.4 / 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.
+125.52%
ROE TTM
Return on equity, trailing 12 months.
+25.8%
Profit margin
Net profit margin, trailing 12 months.
+4.7%
Market cap (USD)
Size filter: > $300M required (USD-equivalent).
$3.03B
Anchor (recent)
Close on 2026-06-23
$114.40
Anchor (far)
Close on 2025-06-23
$50.73

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

Koninklijke Heijmans N.V. is an integrated Dutch engineering and construction group operating across residential development, non-residential building, and infrastructure services in the Netherlands.

Rationale

The quant signal is highly valid because HEIJM pairs stellar 12-month price momentum (1.2552) with strong financial quality, highlighted by a 25.75% ROE and a growing €4.1 billion order book that provides robust, multi-year revenue visibility.

Material risks

  • 1High sensitivity to the Dutch macroeconomic and regulatory environment, where permitting delays, environmental regulations, or interest rate hikes could stall housing and infrastructure projects.
  • 2Execution and cost-overrun risks on long-duration, fixed-price contracts, where supply-chain inflation or project delays could compress the company's targeted 9.5% underlying EBITDA margin.

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