QM · rank #13 · 2026-10-26
DEC
PARIS · EUR · $5.98B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +72.38% |
|---|---|
| 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). | $5.98B |
| Anchor (recent) Close on 2026-09-25 | $24.96 |
| Anchor (far) Close on 2025-09-26 | $14.48 |
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, operating ~1.1 million panels across 79 countries with a growing digital/programmatic DOOH platform via VIOOH.
Rationale
The quality-momentum signal is reinforced by record FCF (€342.9M), 18.6% recurring EBIT growth, 14.5% organic digital revenue growth, and fresh German concession renewals that extend high-traffic inventory visibility — exactly the durable-compounding profile the strategy targets.
Material risks
- 1Concession retender risk is the primary thesis-breaker — Hamburg's award remained subject to parliamentary approval, and a single large municipal loss (e.g., a major airport or transit hub) can materially impair the revenue base underpinning both the quality and momentum legs.
- 2Programmatic DOOH commoditization via large automated ad platforms (Google, The Trade Desk) could compress CPMs and erode the pricing power embedded in the ROE and margin signals, particularly as digital mix rises toward and beyond 42.8% of revenue.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.