QM · rank #15 · 2026-09-04
DEC
PARIS · EUR · $5.91B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +69.65% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +16.1% |
| Profit margin Net profit margin, trailing 12 months. | +8.7% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $5.91B |
| Anchor (recent) Close on 2026-08-05 | $24.68 |
| Anchor (far) Close on 2025-08-05 | $14.55 |
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
JCDecaux is the world's largest outdoor advertising company, monetising a global network of street furniture, transport, and billboard assets increasingly via programmatic Digital Out-of-Home channels.
Rationale
The 0.70 momentum signal is directly reinforced by H1 2026 results showing 53.5% recurring EBIT growth and 84.7% net income growth, with DOOH now at 42.8% of revenue and Q3 guidance of ~5% organic growth sustaining the earnings acceleration that drives quality-momentum screens.
Material risks
- 1Concession contract loss or adverse re-tendering at a major transport hub (airports, metro systems) would immediately impair the high-visibility revenue base that underpins both the quality (ROE, margin) and momentum signals simultaneously.
- 2A macro-driven advertising budget pullback — particularly in cyclical transport-linked inventory — could rapidly reverse the EBIT leverage that made H1 2026 results so strong, given operating cost structures tied to long-term fixed concession fees.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.