BME:SAN
BME:SANBanks

Does Santander’s 2025 Valuation Still Make Sense After a 111.6% Year To Date Surge?

If you are wondering whether Banco Santander is still good value after such a massive run, you are not alone. This is exactly the right moment to dig into what the market is really pricing in. The stock has climbed 1.1% over the last week, 5.3% over the past month, and an eye catching 111.6% year to date, building on a 113.3% 1 year gain and an even more dramatic 265.0% and 295.2% over 3 and 5 years respectively. These moves have come as investors refocus on European banks amid a shifting...
BME:ITX
BME:ITXSpecialty Retail

Reassessing Inditex Valuation After Strong Multi Year Rally and Mixed Model Signals

If you are wondering whether Industria de Diseño Textil is still attractive after its substantial rise in recent years, or if the easy money has already been made, you are not alone. The stock has ticked up 3.2% over the last week and 2.4% over the past month, but it is still down 2.5% year to date and about 8.0% over the last year, trading near €49.07 after more than doubling over 3 and 5 years. Recent market chatter has focused on how Inditex is consolidating its global fashion footprint,...
BME:CBAV
BME:CBAVHealthcare

Undiscovered Gems in Europe for December 2025

As the European market continues to show resilience with the STOXX Europe 600 Index rising by 2.35%, investors are keeping a close eye on economic indicators, such as subdued inflation rates that suggest stability around the ECB's target. In this environment, identifying promising small-cap stocks becomes crucial, as these companies often offer unique growth opportunities that align well with current market dynamics and economic conditions.
BME:OHLA
BME:OHLAConstruction

OHLA (BME:OHLA) Q3 Net Loss of €17.2M Persists Despite Margin Gains, Testing Turnaround Narrative

Obrascón Huarte Lain (BME:OHLA) just released its Q3 2025 numbers with revenue of €959.8 million and net income from continuing operations of -€17.2 million. Over recent periods, the company has seen revenue move from €783.1 million in Q1 to €959.8 million in Q3, while net income slipped from -€16.7 million to -€17.2 million. Margins remain under pressure as OHLA works to return to profitability. See our full analysis for Obrascón Huarte Lain. Now that the headline numbers are out, the next...
BME:CIRSA
BME:CIRSAHospitality

Cirsa (BME:CIRSA) Margins Fall to 1.8%, Undercutting Bullish Growth Expectations

Cirsa Enterprises (BME:CIRSA) just posted its Q3 2025 results, revealing revenue of €560.6 million and basic EPS of €0.22. Net income stood at €15.6 million. Looking back, quarterly revenues have moved from €531.5 million in Q3 2024 to €578.7 million last quarter, as reported EPS shifted from a loss of €0.05 in Q4 2024 to €0.26 in Q1 2025. Margins continue to be in the spotlight as investors weigh the company’s profit trajectory against headline growth. See our full analysis for Cirsa...
BME:AEDAS
BME:AEDASReal Estate

Aedas Homes (BME:AEDAS) One-Off Profit Margin Boost Challenges Sustainability Narratives

Aedas Homes (BME:AEDAS) just posted its H1 2026 results, with revenue at €1.2 billion and basic EPS of €3.36 for the trailing twelve months. Looking at recent trends, revenue moved from €914.6 million in H2 2024 to €849.6 million in H2 2025, while EPS has grown from €2.53 to €2.95 over the same periods. Margins held up well, keeping profitability firmly in focus for investors. See our full analysis for Aedas Homes. Next up, we’re stacking these latest numbers against the major narratives...
BME:HBX
BME:HBXHospitality

HBX Group (BME:HBX) Returns to Profit in H2, Challenging Persistent Loss Narrative

HBX Group International (BME:HBX) has just released its FY 2025 financial results, revealing second-half revenue of €401 million and net income of €158 million, with basic EPS coming in at €0.64. The company has seen revenue move from €291 million in FY 2024 H1 to €319 million in FY 2025 H1, and then up again to €401 million in FY 2025 H2. Margins moved sharply through the year, highlighting volatile profitability as HBX continues to balance growth expectations with its bottom line...
BME:TEF
BME:TEFTelecom

Is Telefónica a Bargain After Recent Partnerships and a 3.3% Stock Jump?

Wondering if Telefónica stock is a bargain or just another name on your watchlist? Let’s dig into whether now is a smart time to take a closer look at its value. The stock has had its ups and downs recently, rising 3.3% over the past week but still sitting 6.3% lower year-to-date and trailing with an 8.8% loss over the last 12 months. Recent headlines have focused on Telefónica’s ongoing moves in European telecom markets, including fresh partnerships and network upgrades. These developments...