Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
France
/
Utilities
Create a narrative
Utilities French Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Utilities French Investing Ideas
Rubis
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Decarbonization Trends And Volatile Markets Will Erode Profitability
Key Takeaways Growing regulatory pressures and mounting costs threaten margins and earnings, making transition to renewables and sustainability of dividends increasingly difficult. Heavy dependence on volatile, high-risk markets and fossil fuels leaves Rubis exposed to demand shifts, competition, and long-term instability in revenue and cash flow.
View narrative
€25.00
FV
12.7% overvalued
intrinsic discount
2.44%
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
New
narrative
Rubis
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Emerging Markets And Biofuels Will Ignite A New Energy Era
Key Takeaways Rubis's dominant infrastructure, market share, and integration offer accelerated earnings growth potential across Africa and the Caribbean as industry dynamics and macro conditions shift in its favor. Strategic investments in biofuels, solar, and disciplined acquisitions position Rubis for margin expansion, resilient cash flow, and leadership in sustainable energy solutions.
View narrative
€47.42
FV
40.6% undervalued
intrinsic discount
6.17%
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
New
narrative
Rubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Energy Projects And African Expansion Will Support Future Operations
Key Takeaways Rubis' expansion in Africa and investments in low-carbon energy, particularly solar, highlight potential for revenue and earnings growth. Strong performance in the Caribbean, alongside operational efficiencies, supports steady revenue expansion and sustained profitability.
View narrative
€34.89
FV
19.2% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
3 days ago
author updated this narrative
Veolia Environnement
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
AI Partnerships Will Sustain Operational Efficiencies In The Future
Key Takeaways Strategic focus on Booster activities like Water Technologies and Bioenergy is set to drive significant growth through high-value projects and market expansion. Enhanced synergy targets and share buyback initiatives are aimed at improving operational efficiency, boosting EPS, and maintaining strong financial performance.
View narrative
€35.23
FV
12.8% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
3 days ago
author updated this narrative
Engie
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Renewables And Batteries Will Drive Future Earnings Stability
Key Takeaways Engie's focus on expanding renewables and batteries aims to drive revenue growth and earnings stability through strategic energy solutions and premium pricing. Optimizing geographical presence and regulatory strategies enhances financial stability, maximizing returns through efficient investments and reduced earnings volatility.
View narrative
€21.13
FV
6.9% undervalued
intrinsic discount
0.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
3 days ago
author updated this narrative
Veolia Environnement
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rooftop Solar And Regulatory Risks Will Erode Future Market Share
Key Takeaways Decentralized solutions and regulatory hurdles are eroding market opportunities, constraining expansion, and threatening Veolia's growth prospects. Operational complexity, legacy infrastructure, and rising financing costs are intensifying margin pressures and straining long-term profitability.
View narrative
€26.29
FV
16.8% overvalued
intrinsic discount
3.22%
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
3 days ago
author updated this narrative
Veolia Environnement
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Global Urbanization And Suez Integration Will Unlock Secular Opportunities
Key Takeaways Full integration of Water Technologies and Suez is expected to unlock significant synergies, digital transformation benefits, and enhanced innovation, boosting profitability and margin expansion. Veolia's resilient, contract-driven business model and leadership in advanced environmental solutions position it for sustained outperformance amid global regulation and resource scarcity trends.
View narrative
€44.16
FV
30.5% undervalued
intrinsic discount
5.61%
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
3 days ago
author updated this narrative
Voltalia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Securing Long-term PPAs Will Ensure Stability Amid Market Changes
Key Takeaways The SPRING project and long-term PPAs aim to simplify operations and stabilize revenues, enhancing overall performance and margins. Strategic diversification in power generation and geographic focus on Europe could boost revenues and increase long-term earnings and EBITDA.
View narrative
€10.99
FV
27.6% undervalued
intrinsic discount
10.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Value any company in seconds
Popular companies