Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
France
/
Diversified Financials
Create a narrative
Diversified Financials French Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Diversified Financials French Investing Ideas
PLX
Pluxee
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
M&A Activities And Santander And Cobee Deals Will Expand Reach
Key Takeaways Strategic acquisitions and partnerships are enhancing Pluxee's market reach and product capabilities, driving future revenue growth. Strong commercial execution and geographic resilience support stable revenue and earnings growth amidst macroeconomic volatility.
View narrative
€25.48
FV
28.5% undervalued
intrinsic discount
9.84%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Antin Infrastructure Partners SAS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Embracing Electrification And Data Growth Will Expand Future Infrastructure Investments
Key Takeaways Antin's strategic focus on electrification, decarbonization, and data growth aligns with long-term trends, enhancing infrastructure investment returns and revenue streams. Successful fundraising and expansion into North America and Asia Pacific boost capital deployment ability and create substantial growth opportunities for earnings and margins.
View narrative
€13.04
FV
12.0% undervalued
intrinsic discount
12.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Edenred
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Fintech Competition Will Constrict Margins Yet Spur Cautious Adaptation
Key Takeaways Intensifying competition and rising client bargaining power threaten Edenred's ability to sustain high margins and limit potential gains in average revenue per user. Regulatory challenges and ongoing technology investments could increase costs and compress earnings, despite opportunities from digital payment growth and international diversification.
View narrative
€27.01
FV
2.2% undervalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Euronext
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
European Regulatory Headwinds And Normalized Volatility Will Drain Revenues
Key Takeaways Declining market volatility and trading volumes, combined with fee pressure and regulatory costs, threaten Euronext's future revenue growth and margins. Competition from decentralized finance and private markets risks shrinking Euronext's addressable market and stagnating listing-related revenues.
View narrative
€114.00
FV
32.1% overvalued
intrinsic discount
4.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Tikehau Capital
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Partnerships And Market Expansion Will Strengthen Future Prospects
Key Takeaways Strategic geographic and segment expansion is driving revenue growth by tapping into new investor markets, particularly in Asia and underrepresented regions. Increasing focus on high-margin private equity and operational efficiencies is enhancing net margins and improving profitability through innovative investment strategies.
View narrative
€25.39
FV
19.9% undervalued
intrinsic discount
19.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Wendel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Acquisitions Of IK Partners And Monroe Capital Will Diversify Asset Management Business
Key Takeaways Strategic acquisitions and portfolio adjustments are enhancing Wendel's growth and cash flow, supporting increased dividend payouts and improving the company's financial health. Continued transformation and strategic initiatives, such as those by Bureau Veritas and Stahl, are expected to boost margins, contribute to earnings growth, and enhance value creation.
View narrative
€119.39
FV
22.6% undervalued
intrinsic discount
1.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Edenred
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Into Underpenetrated SME Markets Will Unlock Significant Opportunities
Key Takeaways Expansion into underpenetrated markets and strategic acquisitions are driving growth, with significant room for increased sales and market share expansion. Advanced pricing strategies and upselling efforts are poised to enhance revenue growth and operational efficiency, optimizing customer lifetime value and margin expansion.
View narrative
€42.76
FV
38.2% undervalued
intrinsic discount
9.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Euronext
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Euroclear Integration And Technology Investments Will Improve Future Operations
Key Takeaways Strategic expansion and business diversification are expected to drive future revenue growth and strengthen post-trade services. Investment in technology, infrastructure, and share repurchase initiatives may enhance efficiencies, margins, and EPS growth.
View narrative
€136.47
FV
10.4% overvalued
intrinsic discount
6.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Amundi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Strong ETF Growth And Global Partnerships Propel Revenue And Earnings Expansion
Key Takeaways Growth in European ETFs and responsible investments could drive future revenue increases by capturing more market share. Strategic geographic expansion and partnerships in Asia suggest revenue growth via increased market penetration and client assets.
View narrative
€76.54
FV
6.8% undervalued
intrinsic discount
-18.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
Value any company in seconds
Popular companies