ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH Fairly Priced After Flat 2025 Returns and Experiential Luxury Expansion?

Wondering whether LVMH Moët Hennessy - Louis Vuitton Société Européenne is still a quality luxury name at a fair price? You are not alone. This stock sits at the crossroads of brand power and valuation discipline. After a choppy few years, the shares are up 0.9% over the last week and 3.6% over the last month, but are roughly flat year to date at -0.4%. That makes the 6.4% 1 year and 37.9% 5 year returns look more like a reset than a runaway rally. Recent headlines have focused on LVMH...
ENXTPA:BNP
ENXTPA:BNPBanks

Has BNP Paribas Run Too Far After 45% Gain Or Is There Still Value?

If you are wondering whether BNP Paribas still represents good value after such a strong run, or if you are arriving late to the story, this breakdown will walk you through what the current price is really telling us. The stock has climbed 2.6% over the last week and 12.5% over the past month. It is now up 44.6% over 1 year and 135.8% over 5 years, so the market clearly likes the story so far. Recent coverage has highlighted how European banks are benefiting from higher interest rates and...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

Is Veolia Environnement Still Attractively Priced After Its Strong Multi Year Share Price Run?

If you have ever wondered whether Veolia Environnement at around €29.74 is still good value after its strong run, you are not alone. This article is designed to cut through the noise for you. The stock is up about 1.3% over the last week, 3.9% over the past month, and 9.2% year to date, building on gains of 13.7% over 1 year, 37.4% over 3 years, and 87.7% over 5 years. This naturally raises the question of how much upside is left from here. Recent moves have come against a backdrop of...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

FDJ United (ENXTPA:FDJU): Valuation Check After J.P. Morgan’s Rare Double Downgrade and Regulatory Setback

FDJ United (ENXTPA:FDJU) just took a rare double downgrade from J.P. Morgan, as fresh tax hikes and tighter rules in the UK and Netherlands squeeze its online betting profits and cloud earnings expectations. See our latest analysis for FDJ United. The downgrade comes after a challenging stretch, with the share price down roughly 8 percent over the past month and around 38 percent year to date. This signals that momentum has clearly turned against the stock, despite earlier growth in...
ENXTPA:EL
ENXTPA:ELMedical Equipment

EssilorLuxottica (ENXTPA:EL): Assessing Valuation After Launching Its New Scientific Advisory Committee

EssilorLuxottica Société anonyme (ENXTPA:EL) just set up a high profile Scientific Advisory Committee, and while that will not move earnings overnight, it quietly sharpens the long term innovation story behind the stock. See our latest analysis for EssilorLuxottica Société anonyme. That scientific committee announcement lands after a strong run, with the share price up sharply over the past year and especially the last quarter, while multi year total shareholder returns highlight enduring...
ENXTPA:NEX
ENXTPA:NEXElectrical

Nexans (ENXTPA:NEX): Evaluating Whether Strong Recent Share Price Gains Still Leave Upside Potential

Nexans (ENXTPA:NEX) has quietly pushed higher this month, adding to already strong year to date gains, and that kind of steady climb usually makes investors ask whether the current price still offers value. See our latest analysis for Nexans. That steady climb, with a 7 day share price return of nearly 4 percent and a year to date share price return above 20 percent, sits on top of a powerful long term backdrop. This includes a 5 year total shareholder return of around 158 percent that...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Is It Too Late To Consider Safran After Its Strong 2025 Share Price Rally?

If you are wondering whether Safran’s strong share price run still leaves room for upside, or if you are late to the party, this article will walk through what the current valuation is really telling us. Over the last week the stock is up 2.6%, but that follows a 4.4% pullback over the past month, while longer term holders are still sitting on gains of 38.1% year to date and 31.3% over the last year. These moves are happening against a backdrop of robust aerospace demand and large backlogs...
ENXTPA:CDI
ENXTPA:CDILuxury

Does Dior’s Recovery Signal a Long Term Value Opportunity in 2025?

Wondering if Christian Dior at €593.5 is quietly trading at a bargain or already priced for perfection? This article breaks down what the numbers are really saying about the stock's value. Over the last week the share price is up 2.5% and it has gained 4.6% over the past month, but that still sits against a slightly negative YTD return of -1.2% and a more modest 7.5% gain over the past year. Recent market interest has been shaped by ongoing discussions around the resilience of global luxury...
ENXTPA:SOP
ENXTPA:SOPIT

Sopra Steria (ENXTPA:SOP): Reassessing Valuation After Recent Share Price Weakness

Sopra Steria Group (ENXTPA:SOP) has slipped over the past 3 months, even as revenue and net income continue to grow, so investors are asking whether the current share price undervalues its digital services franchise. See our latest analysis for Sopra Steria Group. Despite steady revenue and earnings growth, Sopra Steria’s 90 day share price return of negative 14.55 percent and year to date share price return of negative 21.99 percent suggest momentum has cooled. However, the 5 year total...
ENXTPA:VK
ENXTPA:VKEnergy Services

Assessing Vallourec’s Valuation After Recent Share Price Cooldown and Strong Multi Year Gains

Wondering if Vallourec is still good value after its recovery story, or if the easy money has already been made? This breakdown will walk you through what the current price is really implying. The stock has cooled off recently, down around 1% over the last week and 5% over the last month. It is still up roughly 55% over three years and 72% over five, which indicates that the long term rerating has been meaningful. Those moves sit against a backdrop of structural shifts in energy...
ENXTPA:ASY
ENXTPA:ASYProfessional Services

Assystem And 2 More European Companies Estimated To Be Priced Below Their Intrinsic Value

As European markets continue to show resilience, with the STOXX Europe 600 Index rising by 2.35% and major single-country indexes also posting gains, investors are increasingly focused on finding opportunities that may be undervalued amidst a relatively stable inflation environment. In such conditions, stocks that are priced below their intrinsic value present an attractive proposition for those looking to capitalize on potential market inefficiencies and long-term growth prospects.
ENXTPA:CRLA
ENXTPA:CRLABanks

3 European Dividend Stocks With Up To 6% Yield

As European markets continue to show resilience, with the pan-European STOXX Europe 600 Index closing notably higher and inflation remaining relatively subdued, investors are increasingly looking towards dividend stocks as a stable income source amid economic uncertainties. In this environment, selecting dividend stocks that offer attractive yields while maintaining strong fundamentals can be a prudent strategy for those seeking consistent returns.
ENXTPA:FDJU
ENXTPA:FDJUHospitality

Tougher UK and Dutch Rules Driving J.P. Morgan Downgrade Could Be A Game Changer For FDJ United (ENXTPA:FDJU)

In recent days, J.P. Morgan issued a double downgrade on FDJ United to “underweight” from “overweight,” citing multiple tax hikes and significantly tougher online gambling regulations in the UK and Netherlands that have already weakened the company’s online betting and gaming performance. A particularly meaningful takeaway is that J.P. Morgan’s earnings forecasts for 2026–2027 now sit well below consensus, as the broker expects the regulatory changes to force a material reset of expectations...