In This Article:
As the French market navigates a period of mixed signals and cautious optimism, the CAC 40 Index has managed to eke out modest gains amidst broader economic concerns. With eurozone retail sales struggling and German industry showing signs of resilience, investors are keenly searching for opportunities that may be undervalued in this fluctuating environment. Identifying stocks estimated below fair value can be particularly advantageous during such times, as they offer potential for growth once market conditions stabilize.
Top 10 Undervalued Stocks Based On Cash Flows In France
Name | Current Price | Fair Value (Est) | Discount (Est) |
SPIE (ENXTPA:SPIE) | €33.50 | €49.70 | 32.6% |
Tikehau Capital (ENXTPA:TKO) | €22.30 | €33.11 | 32.6% |
Vivendi (ENXTPA:VIV) | €9.446 | €17.95 | 47.4% |
MEMSCAP (ENXTPA:MEMS) | €6.11 | €9.54 | 36% |
Lectra (ENXTPA:LSS) | €25.95 | €51.86 | 50% |
Safran (ENXTPA:SAF) | €192.55 | €317.29 | 39.3% |
Guillemot (ENXTPA:GUI) | €5.46 | €9.01 | 39.4% |
EKINOPS (ENXTPA:EKI) | €3.49 | €5.55 | 37.1% |
Pullup Entertainment Société anonyme (ENXTPA:ALPUL) | €12.78 | €19.63 | 34.9% |
OVH Groupe (ENXTPA:OVH) | €5.405 | €8.54 | 36.7% |
Let's dive into some prime choices out of the screener.
Antin Infrastructure Partners SAS
Overview: Antin Infrastructure Partners SAS is a private equity firm that focuses on infrastructure investments, with a market cap of €2.28 billion.
Operations: Antin Infrastructure Partners SAS generates its revenue primarily through asset management, totaling €282.87 million.
Estimated Discount To Fair Value: 26.9%
Antin Infrastructure Partners SAS appears undervalued based on cash flows, trading at €12.74, significantly below its estimated fair value of €17.44. Despite recent shareholder dilution and a dividend not well covered by earnings or free cash flows, the company has become profitable this year and expects substantial annual profit growth (25.2%) over the next three years, outpacing the French market's 12.2% forecasted growth rate.
Safran
Overview: Safran SA, with a market cap of €80.94 billion, operates globally in the aerospace and defense sectors through its subsidiaries.
Operations: Safran's revenue segments include Aircraft Interiors (€2.73 billion), Aerospace Propulsion (€12.66 billion), and Aeronautical Equipment, Defense and Aerosystems (€9.91 billion).