QM · rank #17 · 2026-10-21
DEC
PARIS · EUR · $5.97B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +69.00% |
|---|---|
| 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). | $5.97B |
| Anchor (recent) Close on 2026-09-21 | $24.78 |
| Anchor (far) Close on 2025-09-19 | $14.66 |
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, monetising exclusive long-term concessions across street furniture, transport, and airport networks in over 80 countries.
Rationale
The 69% trailing momentum is grounded in fundamental delivery—56% EBIT growth, positive FCF inflection, 14.5% organic digital revenue growth, and high-profile concession renewals (Düsseldorf, Yarra Trams)—giving the momentum signal a quality earnings catalyst rather than pure sentiment rotation.
Material risks
- 1Concession contestability is the core structural risk: the competitive tender model means any major renewal loss (e.g., a large airport or city network) directly eliminates high-value inventory with no backlog to cushion the revenue gap.
- 2Advertising demand is cyclically exposed—macro or geopolitical deterioration compresses corporate marketing budgets quickly, and with capex guided at ~8% of revenue for digital rollout, a demand air pocket would pressure FCF and leverage simultaneously.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.