QM · rank #7 · 2026-07-23
PFSE
XETRA · EUR · $1.68B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +145.41% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +36.4% |
| Profit margin Net profit margin, trailing 12 months. | +12.0% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $1.68B |
| Anchor (recent) Close on 2026-06-23 | $97.25 |
| Anchor (far) Close on 2025-06-23 | $39.63 |
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
PFISTERER is a German specialist manufacturer of high-voltage and HVDC cable accessories, insulators, and grid-interface components sold into power transmission and renewable energy infrastructure across 90+ countries.
Rationale
The momentum_12_1 of 1.45 is directly underpinned by accelerating fundamentals—Q1 2026 revenue +26.7%, net profit +57.7%, and a 42.4% surge in order backlog—confirming the price signal reflects genuine earnings momentum rather than sentiment rotation, while ROE of 36% and 12% net margin validate the quality screen.
Material risks
- 1PFISTERER's HVDC connector technology is proprietary and patent-protected today, but larger incumbents (Prysmian, NKT, Nexans) are vertically integrating accessories into turnkey cable system contracts, which could erode PFISTERER's independent sole-supplier position in HVD over a 2–3 year horizon.
- 2With ~75% of revenue tied to European grid capex and offshore wind buildout, any policy-driven delay or budget reallocation in German/EU energy infrastructure spending would directly compress the €334m backlog conversion timeline and stall the momentum signal.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.