BME:TEF
BME:TEFTelecom

Telefónica (BME:TEF) Valuation Check as Major Spanish Layoffs Reshape Its Five-Year Strategy

Telefónica (BME:TEF) is back in the spotlight after agreeing a voluntary layoff plan of up to 5,500 employees in Spain, a sweeping move tied directly to its new five year restructuring strategy. See our latest analysis for Telefónica. Those restructuring headlines come on top of Telefónica’s recent quantum computing partnership and renewed value focus. Yet the share price return is still down double digits year to date, while longer term total shareholder returns remain positive. This...
BME:IBE
BME:IBEElectric Utilities

Is It Too Late to Consider Iberdrola After Its Strong Multi Year Share Price Rally?

Wondering if Iberdrola is still good value after its strong run, or if you might be late to the party? You are not alone. This is exactly what we are going to unpack. The stock has barely moved over the last week, dipping about 0.2%, but zoom out and it is up 0.8% over 30 days, 33.1% year to date, 43.0% over 1 year, and an impressive 85.1% over 3 years and 84.0% over 5 years. Those gains have been underpinned by Iberdrola leaning into the global push for renewables, with ongoing investment...
BME:IMC
BME:IMCBasic Materials

Undiscovered Gems in Europe with Strong Fundamentals December 2025

In December 2025, the European market has shown resilience with the pan-European STOXX Europe 600 Index rising by 1.60%, buoyed by steady economic growth and favorable monetary policy conditions. As investors navigate this landscape, identifying stocks with strong fundamentals becomes crucial for capitalizing on these positive trends.
BME:SAN
BME:SANBanks

Assessing Banco Santander’s (BME:SAN) Valuation After a Strong Multi-Year Share Price Rally

Banco Santander (BME:SAN) has quietly turned into one of the stronger stories in European banking, with the share price climbing about 13% over the past month and roughly 16% in the past 3 months. See our latest analysis for Banco Santander. Zooming out, the latest move builds on hefty momentum, with a year to date share price return of more than 120% and a three year total shareholder return nearing 300%. This suggests investors are steadily re-rating Santander’s growth and risk profile. If...
BME:SAN
BME:SANBanks

Has Santander’s 127% Rally in 2025 Already Priced In Its Improving Returns?

If you are wondering whether Banco Santander still offers good value after such a substantial run, or if you might be late to the party, this breakdown will walk through what the current share price is really implying. The stock has climbed 2.2% over the last week, 13.9% in the last month, and 127.0% year to date, with a 132.8% gain over the past year and 332.8% over five years pointing to a major rerating by the market. Recent headlines have focused on Santander doubling down on its core...
BME:REP
BME:REPOil and Gas

Repsol (BME:REP) Valuation Check After Strong Year-To-Date Rally and Recent Pullback

Repsol (BME:REP) has quietly pulled ahead of many European energy peers this year, with the stock up about 30% year to date even after a weaker past month and past week. See our latest analysis for Repsol. The recent pullback, including a 1 month share price return of minus 8.77%, looks more like a breather within a strong run. Year to date share price gains and a robust 1 year total shareholder return suggest momentum is still broadly positive. If Repsol’s move has you rethinking your energy...