ENXTPA:VU
ENXTPA:VUElectronic

A Look at VusionGroup (ENXTPA:VU) Valuation After Major Morrisons Deal and Raised Earnings Outlook

VusionGroup (ENXTPA:VU) just landed a high-profile partnership with UK grocer Morrisons, who will roll out electronic shelf labels across all its stores. This comes as VusionGroup reconfirms its upbeat earnings guidance and expects record Q4 revenue. See our latest analysis for VusionGroup. VusionGroup’s win at Morrisons and strengthened guidance have caught investor attention, with the company’s share price up 25.3% year-to-date and a one-year total shareholder return of 58.3%. Momentum has...
ENXTPA:CLA
ENXTPA:CLASoftware

Claranova (ENXTPA:CLA) Faces Widening Losses as Earnings Turnaround Becomes Central Investor Focus

Claranova (ENXTPA:CLA) reported revenue growth that is forecast at 4.8% per year, trailing the French market average of 5.5% per year. Despite recent annual losses expanding by 50.5% over the past five years, analysts now expect earnings to surge by 109.28% annually. The company is expected to return to profitability within three years. Shares, currently trading at €1.74, are valued at a Price-To-Sales Ratio of 0.8x, significantly below industry and peer averages. The current price is also...
ENXTPA:GLE
ENXTPA:GLEBanks

Société Générale (ENXTPA:GLE) Net Profit Margin Surge Reinforces Bullish Value Narrative

Société Générale (ENXTPA:GLE) reported net profit margins of 18.2%, a sharp jump from 7.4% a year ago, with full-year EPS growth of 164.4% compared to its five-year average of 19.8% annually. The company has maintained profitability over the past five years, with average earnings growth of 19.8% per year, and the quality of its earnings remains high. While future growth is forecasted to slow, with earnings projected to rise 4.8% per year and revenue 3.1% per year, trailing the broader French...
ENXTPA:RXL
ENXTPA:RXLTrade Distributors

Rexel (ENXTPA:RXL): Evaluating Valuation After Recent Steady Share Price Gains

Rexel (ENXTPA:RXL) has caught investor attention recently with its shares seeing steady movement. Over the past month, Rexel’s stock has delivered a solid 8% gain, prompting some market watchers to take a closer look. See our latest analysis for Rexel. Zooming out, Rexel’s 23% share price return so far this year builds on impressive momentum, with a 90-day gain of over 15% and a three-year total shareholder return nearing 98%. Recent share movement suggests confidence is rising and hints at...
ENXTPA:AKE
ENXTPA:AKEChemicals

Arkema (ENXTPA:AKE): Valuation Insights After New Sustainability Milestones in Italy and France

Arkema (ENXTPA:AKE) recently announced two new milestones in its sustainability strategy. Its Boretto site in Italy earned ISCC PLUS certification, and a major modernization and decarbonization project was completed in Lacq/Mourenx, France. See our latest analysis for Arkema. Despite these ambitious sustainability initiatives, Arkema's share price has been under considerable pressure, closing recently at €51.7. The year-to-date share price return stands at -27.79%, while total shareholder...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus (ENXTPA:AIR) Profit Margin Jumps to 7%, Challenging Value Narratives in Sector

Airbus (ENXTPA:AIR) reported annual revenue growth of 10.9%, outpacing the broader French market’s 5.6% rate. Earnings grew at an impressive 26.7% per year over the past five years and jumped 55.1% in the latest period, pushing profit margins up to 7% from last year’s 4.8%. With a Price-to-Earnings ratio of 33.2x, which is below industry and peer averages, and the market price well under estimated fair value, Airbus continues to deliver stronger results and outlook than many sector peers, all...
ENXTPA:MC
ENXTPA:MCLuxury

AI Beauty Tech, Sustainability Initiatives, and Fenty Stake Review Might Change the Case for Investing in LVMH (ENXTPA:MC)

In recent days, LVMH Moët Hennessy - Louis Vuitton announced a series of developments, including the launch of Louis Vuitton's first full makeup collection with advanced AI-powered virtual try-on features, the expansion of sustainability partnerships such as a new biodiversity initiative with UNESCO, and discussions around the potential sale of its 50% stake in Fenty Beauty LLC, co-owned with Rihanna. These actions highlight LVMH's accelerating focus on both digital transformation in luxury...
ENXTPA:IPN
ENXTPA:IPNPharmaceuticals

Does Ipsen's Upgraded 2025 Guidance Signal Stronger Margins for ENXTPA:IPN?

In October 2025, Ipsen S.A. reported third quarter sales of US$915.0 million, up from US$836.6 million the previous year, and raised its 2025 earnings guidance, expecting total sales growth of around 10% at constant exchange rates and a core operating margin of approximately 35%. An interesting aspect is that Ipsen anticipates a currency-related sales headwind of about 3%, yet has still upgraded both its sales growth and margin forecasts, signaling confidence in its underlying business...
ENXTPA:ACA
ENXTPA:ACABanks

Crédit Agricole (ENXTPA:ACA) Margin Drop Challenges Value Bull Case Despite Strong Five-Year Earnings Growth

Crédit Agricole (ENXTPA:ACA) posted solid numbers with earnings growth averaging 14.6% per year over the last five years, and current annual EPS projected to rise 3.4%. Revenues are also expected to inch up by 3.2% annually, though both figures lag behind the broader French market’s pace. Net profit margins declined to 24.9% from last year’s 27.2%, reinforcing a picture of modest growth and some pressure on profitability, while investors eye relative value in a sector where margins are front...
ENXTPA:ODET
ENXTPA:ODETLogistics

Compagnie de l'Odet (ENXTPA:ODET): Analyzing Valuation Following Sharp Q3 Revenue Decline and Weaker Business Trends

Compagnie de l'Odet (ENXTPA:ODET) released its third-quarter and nine-month revenue update, showing a 24% drop in Q3 group sales at constant scope and exchange rates. The report also noted muted benefits from recent acquisitions and currency shifts. See our latest analysis for Compagnie de l'Odet. After a tough Q3 update, Compagnie de l'Odet’s share price now sits at €1,302.0, reflecting a year-to-date loss of 18.5%. While near-term momentum has faded, as shown by a 9.3% three-month share...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Voltalia (ENXTPA:VLTSA) Valuation in Focus Following Q3 Growth and 2025 Outlook Update

Voltalia (ENXTPA:VLTSA) just released its third quarter results and updated guidance for 2025, highlighting an increase in annual production and turnover. The company now expects lower curtailment in Brazil for the coming year. See our latest analysis for Voltalia. Voltalia’s third quarter update injected some optimism, but momentum has been slow to translate into the stock price. Despite the recent uptick in production and turnover, the one-year total shareholder return stands at -13.25%,...
ENXTPA:RMS
ENXTPA:RMSLuxury

How Hermès’ Sustained Revenue Growth in Q3 (ENXTPA:RMS) Has Changed Its Investment Story

Hermès International Société en commandite par actions recently reported that third quarter 2025 consolidated revenue reached €3.88 billion, up from €3.70 billion the previous year, with year-to-date revenue rising to €11.92 billion compared to €11.21 billion last year. This ongoing revenue growth signals continued resilience and demand for Hermès’ products in the global luxury market. Let's consider how Hermès’ solid third quarter revenue performance could shape its long-term investment...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE): Assessing Valuation After Strong Earnings Jump and New Saudi Solar Venture

TotalEnergies (ENXTPA:TTE) just posted a big jump in quarterly net income, even though its revenues dipped compared to last year. At the same time, the company revealed plans for a sizable solar project in Saudi Arabia. See our latest analysis for TotalEnergies. TotalEnergies has kept investors on their toes this year with upbeat results, a big solar deal in Saudi Arabia, and increased buybacks. Despite oil price swings and green energy pushback, momentum has gradually rebounded. Its 5.03%...
ENXTPA:SU
ENXTPA:SUElectrical

What Schneider Electric (ENXTPA:SU)'s Data Center Power Push and Guidance Update Means For Shareholders

Schneider Electric recently reaffirmed its 2025 earnings guidance, anticipating organic revenue growth of 7% to 10%, and announced several product and executive updates, including a collaboration with NVIDIA to develop advanced 800 VDC power systems for high-density data centers. The company's focus on innovation in renewable energy applications and data center power solutions underscores its commitment to meeting emerging industry demands while supporting sustainability and digital...
ENXTPA:FGR
ENXTPA:FGRConstruction

Does Rising Toll Road Traffic Hint at a New Growth Phase for Eiffage (ENXTPA:FGR)?

Eiffage SA recently announced its third quarter and nine-month results for 2025, reporting year-over-year growth in both consolidated revenue and total network traffic across its APRR, AREA, and Aliaé networks. Rising traffic volumes on key toll road networks underscore continued demand for Eiffage's infrastructure assets beyond the core construction segment. We will explore how healthy increases in network traffic and revenue may reinforce Eiffage's investment narrative and future...
ENXTPA:DEC
ENXTPA:DECMedia

A Look at JCDecaux (ENXTPA:DEC) Valuation Following Major Barcelona Advertising Contract Win

JCDecaux (ENXTPA:DEC) just secured the largest street furniture advertising contract in Barcelona, marking its return to Catalonia's capital after a competitive tender. The new 10-year deal strengthens their Spanish market footprint with expanded digital displays and a clear sustainability focus. See our latest analysis for JCDecaux. JCDecaux’s return to Barcelona is landing just as investors are watching a period of modest share price recovery. The latest contract win highlights the...
ENXTPA:ATO
ENXTPA:ATOIT

Atos (ENXTPA:ATO): Reassessing Valuation Following a 95% Share Price Surge

Atos (ENXTPA:ATO) shares have caught the attention of investors lately, returning nearly 95% over the past 3 months. The stock’s recent surge has sparked renewed conversations about its current valuation and future prospects. See our latest analysis for Atos. Atos’s recent rally stands out, but zooming out reveals the bigger picture: while the past three months brought a remarkable 94.67% share price return, the one-year total shareholder return is just 8.7%, and losses over three and five...