QM · rank #14 · 2026-09-11
DEC
PARIS · EUR · $5.94B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +67.45% |
|---|---|
| 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). | $5.94B |
| Anchor (recent) Close on 2026-08-12 | $24.02 |
| Anchor (far) Close on 2025-08-12 | $14.34 |
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 (DEC@PARIS) is the world's largest out-of-home advertising company, monetizing exclusive long-term municipal and transport concessions across street furniture, transport hubs, and billboards with a rapidly growing digital and programmatic layer.
Rationale
The 0.67 momentum signal is reinforced by concrete fundamental delivery — 53.5% recurring EBIT growth, 84.7% net income growth, and a €91m FCF swing in H1 2026 — giving the quality-momentum pairing genuine earnings-revision fuel rather than pure sentiment rotation.
Material risks
- 1Concession renewal risk is the single most thesis-relevant disqualifier; loss of major tenders (beyond Hamburg's win) would directly shrink the exclusive inventory moat that underpins both the quality screen and long-term revenue visibility.
- 2Cyclical advertiser budget cuts triggered by macro or geopolitical deterioration (Middle East exposure ~5% of 2025 revenue, broader global uncertainty) could rapidly compress margins and stall the momentum signal before the trade matures.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.