ENXTPA:SU
ENXTPA:SUElectrical

Schneider Electric (ENXTPA:SU): Reassessing Valuation After Strong Multi‑Year Shareholder Returns

Schneider Electric (ENXTPA:SU) has quietly outperformed many European industrial peers over the past year, even with a small dip this month. This makes its current share price worth a closer look. See our latest analysis for Schneider Electric. The recent 1 day share price return of 3.51 percent and solid 90 day share price return of 8.82 percent suggest momentum is rebuilding, while the 3 year total shareholder return of 84.01 percent shows the longer term story still looks compelling. If...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Assessing Airbus After Strong 2024 Rally and DCF Suggesting Further Upside Potential

If you are wondering whether Airbus remains attractive after its big multi-year run, or if most of the upside is already priced in, this breakdown is for you. Despite short-term volatility, with the share price down about 3.5% over the last week and 7.4% over the past month, Airbus is still up roughly 23.0% year to date and 31.2% over the past year, building on even stronger multi-year gains. Those moves sit against a backdrop of major aircraft order wins, ongoing ramp-ups in commercial jet...
ENXTPA:ACA
ENXTPA:ACABanks

Crédit Agricole (ENXTPA:ACA) Valuation: Is There Further Upside After a Strong 1-Year Share Price Rally?

Crédit Agricole (ENXTPA:ACA) has been quietly rewarding patient shareholders, with the stock up around 39% over the past year and roughly 26% year to date, outpacing many European banking peers. See our latest analysis for Crédit Agricole. At a share price of €16.84, Crédit Agricole’s recent 1 month share price return of 7.67% sits neatly on top of an impressive 39.18% 1 year total shareholder return, suggesting momentum is still building as investors warm to its steady growth and income...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN): Assessing Valuation After a Modest Short-Term Share Price Pullback

Short term performance and recent slide Sanofi (ENXTPA:SAN) has drifted lower recently, with the share price down around 1 % over the past week and about 2 % over the past month, even as the past 3 months remain positive. See our latest analysis for Sanofi. Despite the recent dip, Sanofi’s 6.38% 3 month share price return contrasts with a weaker year to date trend and a modest 1 year total shareholder return decline. This suggests sentiment is still recalibrating around growth prospects and...
ENXTPA:AI
ENXTPA:AIChemicals

L'Air Liquide (ENXTPA:AI): Assessing Valuation After a Three-Month Share Price Pullback

L'Air Liquide (ENXTPA:AI) has quietly pulled back over the past 3 months, even though earnings and revenue are still growing at a steady pace. That divergence is where the opportunity gets interesting. See our latest analysis for L'Air Liquide. Zooming out, that 90 day share price pullback of 6.94% comes after a solid year to date share price return of 4.71%. Longer term total shareholder returns above 50% suggest the underlying growth story is still intact, though short term momentum has...
ENXTPA:VAC
ENXTPA:VACHospitality

Pierre et Vacances (ENXTPA:VAC) Swings Back to H1 Loss, Testing Margin-Improvement Narrative

Pierre et Vacances (ENXTPA:VAC) just posted its FY 2025 first half numbers with revenue of €765.1 million and a basic EPS of €-0.25, alongside trailing twelve month revenue of about €1.87 billion and net income of €33.5 million. This puts recent profitability into sharper focus for investors. Over the last three reported half year periods, revenue has moved from €778.6 million in H1 2024 to €1.04 billion in H2 2024 and then €765.1 million in H1 2025. Over the same periods, basic EPS has swung...
ENXTPA:WAVE
ENXTPA:WAVEIT

Wavestone (ENXTPA:WAVE) Margin Expansion Reinforces Bullish Profitability Narratives After H1 2026 Results

Wavestone (ENXTPA:WAVE) just posted its H1 2026 scorecard with trailing twelve month revenue of about €944 million and EPS of roughly €3.22, backed by year over year earnings growth of 25.9% and an 8.3% net profit margin. The company has seen revenue climb from €424 million in H2 2024 to €486 million in H2 2025 while EPS stepped up from €1.53 to €1.99 over the same stretch. Analysts currently forecast earnings growth around 11% per year, which they expect to support further margin...
ENXTPA:CDA
ENXTPA:CDAHospitality

Compagnie des Alpes (ENXTPA:CDA) Revenue Growth Tests Bearish Volatility Narrative in FY 2025 H1

Compagnie des Alpes FY 2025 results in focus Compagnie des Alpes (ENXTPA:CDA) just posted FY 2025 first half results with revenue of €849.5 million and EPS of €2.65, setting the tone for another data rich year for investors to digest. The company has seen revenue move from €761.1 million in the first half of FY 2024 to €849.5 million in the latest half, while EPS edged from €2.53 to €2.65, leaving investors to parse how these headline gains compare with softer margins and a more mixed profit...
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...