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Yahoo
19-05-2025
- Automotive
- Yahoo
European Stocks That May Be Trading Below Their Estimated Value
As European markets experience an upswing, buoyed by improved sentiment following the de-escalation of trade tensions between the U.S. and China, investors are increasingly on the lookout for opportunities that may be trading below their estimated value. In this context, identifying stocks with strong fundamentals and potential for growth can be particularly appealing as they may offer attractive investment prospects amidst a recovering economic landscape. Name Current Price Fair Value (Est) Discount (Est) Lectra (ENXTPA:LSS) €24.10 €47.47 49.2% Absolent Air Care Group (OM:ABSO) SEK218.00 SEK417.99 47.8% Vestas Wind Systems (CPSE:VWS) DKK110.30 DKK215.07 48.7% Arcure (ENXTPA:ALCUR) €4.765 €9.20 48.2% Claranova (ENXTPA:CLA) €2.84 €5.48 48.2% MilDef Group (OM:MILDEF) SEK229.00 SEK437.52 47.7% illimity Bank (BIT:ILTY) €3.684 €7.28 49.4% 3U Holding (XTRA:UUU) €1.59 €3.12 49.1% (BIT:EXAI) €1.332 €2.59 48.5% HBX Group International (BME:HBX) €10.26 €19.68 47.9% Click here to see the full list of 174 stocks from our Undervalued European Stocks Based On Cash Flows screener. Let's dive into some prime choices out of the screener. Overview: RENK Group AG specializes in the design, engineering, production, testing, and servicing of customized drive systems both in Germany and internationally, with a market cap of €6.03 billion. Operations: The company's revenue segments comprise €126.77 million from Slide Bearings, €324.40 million from Marine & Industry, and €736.77 million from Vehicle Mobility Solutions. Estimated Discount To Fair Value: 27.1% RENK Group is trading at €60.28, significantly below its estimated fair value of €82.73, making it undervalued based on cash flows. The company reported strong earnings growth of 80.3% over the past year and is expected to continue with a projected annual profit growth of 29.1%, outpacing the German market average. Despite high debt levels and recent share price volatility, RENK's robust financial performance underscores its potential as an undervalued investment opportunity in Europe. Our expertly prepared growth report on RENK Group implies its future financial outlook may be stronger than recent results. Click to explore a detailed breakdown of our findings in RENK Group's balance sheet health report. Overview: Exosens develops, manufactures, and sells electro-optical technologies for amplification, detection, and imaging across various regions including France, Europe, North America, Asia, Oceania, Africa and internationally with a market cap of €1.97 billion. Operations: The company generates revenue primarily from its amplification segment, contributing €280.20 million, and its detection and imaging segment, adding €117.50 million. Estimated Discount To Fair Value: 22.7% Exosens is trading at €38.8, below its estimated fair value of €50.2, highlighting its undervaluation based on cash flows. The company reported a significant earnings increase to €30.7 million in 2024 from the previous year and anticipates continued robust profit growth of 25.3% annually, surpassing the French market average. Despite recent share price volatility and moderate revenue growth forecasts, Exosens' strategic expansions and strong market position bolster its investment appeal in Europe. Our comprehensive growth report raises the possibility that Exosens is poised for substantial financial growth. Dive into the specifics of Exosens here with our thorough financial health report. Overview: Hensoldt AG, along with its subsidiaries, offers sensor solutions for defense and security applications globally and has a market cap of €8.44 billion. Operations: The company's revenue is primarily generated from its Sensors segment, which accounts for €1.96 billion, followed by the Optronics segment at €363 million. Estimated Discount To Fair Value: 12% Hensoldt is trading at €73.1, below its estimated fair value of €83.09, indicating undervaluation based on cash flows. The company reported a net loss of €30 million for Q1 2025 despite increased sales to €395 million from the previous year. Forecasted annual earnings growth of 28.3% surpasses the German market average, yet interest payments remain poorly covered by earnings. Hensoldt's revenue and profit growth projections suggest potential for improved financial performance amidst recent volatility. Upon reviewing our latest growth report, Hensoldt's projected financial performance appears quite optimistic. Click here to discover the nuances of Hensoldt with our detailed financial health report. Click this link to deep-dive into the 174 companies within our Undervalued European Stocks Based On Cash Flows screener. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Elevate your portfolio with Simply Wall St, the ultimate app for investors seeking global market coverage. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include DB:R3NK ENXTPA:EXENS and XTRA:HAG. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. 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Yahoo
14-05-2025
- Business
- Yahoo
European Stocks Possibly Trading Below Their Estimated Intrinsic Values
As the European market experiences mixed performances with the pan-European STOXX Europe 600 Index rising for a fourth consecutive week, investors are keenly observing potential easing in trade tensions between China and the U.S. Amidst this backdrop of cautious optimism, identifying stocks that may be undervalued becomes particularly appealing as these opportunities could present a chance to invest in companies trading below their estimated intrinsic values. Name Current Price Fair Value (Est) Discount (Est) Benefit Systems (WSE:BFT) PLN3480.00 PLN6957.37 50% adidas (XTRA:ADS) €223.60 €443.59 49.6% Arcure (ENXTPA:ALCUR) €4.64 €9.28 50% Tesmec (BIT:TES) €0.0567 €0.11 49.5% Boreo Oyj (HLSE:BOREO) €15.80 €31.18 49.3% Montana Aerospace (SWX:AERO) CHF20.15 CHF39.80 49.4% MilDef Group (OM:MILDEF) SEK222.00 SEK443.08 49.9% illimity Bank (BIT:ILTY) €3.652 €7.23 49.5% Bactiguard Holding (OM:BACTI B) SEK31.10 SEK61.56 49.5% Northern Data (DB:NB2) €25.16 €49.78 49.5% Click here to see the full list of 180 stocks from our Undervalued European Stocks Based On Cash Flows screener. Here we highlight a subset of our preferred stocks from the screener. Overview: Vestas Wind Systems A/S is a company involved in the design, manufacture, installation, and servicing of wind turbines across the United States, Denmark, and internationally with a market cap of DKK112.74 billion. Operations: The company's revenue is derived from two main segments: Service, which generates €3.72 billion, and Power Solutions, contributing €14.37 billion. Estimated Discount To Fair Value: 46.7% Vestas Wind Systems appears undervalued based on discounted cash flow analysis, trading at DKK112.9, significantly below its estimated fair value of DKK211.96. Recent earnings reveal a return to profitability with EUR 5 million net income for Q1 2025, compared to a loss last year. Despite slower revenue growth forecasts than the Danish market, Vestas's earnings are expected to grow significantly faster at 22% annually over the next three years, supported by robust order intake and strategic offshore projects like Nordlicht 1. In light of our recent growth report, it seems possible that Vestas Wind Systems' financial performance will exceed current levels. Navigate through the intricacies of Vestas Wind Systems with our comprehensive financial health report here. Overview: Montana Aerospace AG designs, develops, and manufactures system components and complex assemblies globally, with a market cap of CHF1.25 billion. Operations: The company's revenue segments include Energy at €642.65 million and Aerostructures at €815.62 million. Estimated Discount To Fair Value: 49.4% Montana Aerospace is trading at CHF20.15, well below its estimated fair value of CHF39.8, highlighting its undervaluation based on cash flows. Recent earnings show a positive trend with Q1 2025 sales at EUR 410.86 million and net income doubling to EUR 5.27 million from last year. Despite share price volatility, earnings are forecasted to grow significantly by 37.2% annually over the next three years, surpassing Swiss market expectations, though Return on Equity remains modest at 10.3%. According our earnings growth report, there's an indication that Montana Aerospace might be ready to expand. Click here to discover the nuances of Montana Aerospace with our detailed financial health report. Overview: Dino Polska S.A. operates a network of mid-sized grocery supermarkets under the Dino brand in Poland, with a market cap of PLN53.90 billion. Operations: The company generates revenue primarily from sales in its retail network and online platform, amounting to PLN29.08 billion. Estimated Discount To Fair Value: 36.2% Dino Polska is trading at PLN549.8, significantly below its estimated fair value of PLN862.22, suggesting undervaluation based on cash flows. Recent earnings show sales increased to PLN 29.27 billion with net income rising to PLN 1.51 billion for 2024. Earnings are projected to grow annually by 17.06%, outpacing the Polish market's growth rate, while Return on Equity is expected to reach a robust 23.3% within three years despite slower revenue growth compared to expectations of over 20%. Our expertly prepared growth report on Dino Polska implies its future financial outlook may be stronger than recent results. Click to explore a detailed breakdown of our findings in Dino Polska's balance sheet health report. Embark on your investment journey to our 180 Undervalued European Stocks Based On Cash Flows selection here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CPSE:VWS SWX:AERO and WSE:DNP. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
New York Times
02-04-2025
- Business
- New York Times
Tariffs Are Likely to Hit U.S. Renewable Energy
President Trump's tariffs are likely to raise the costs of building renewable energy projects in the United States, analysts say, adding to the challenges of an already struggling industry. Generating equipment, like wind turbines, is often made with parts from many suppliers around the globe, and assembled in the United States. Tariffs are likely to increase the cost of each imported part. 'A turbine consists of thousands of subcomponents,' said Endri Lico, an analyst at Wood Mackenzie, a consulting firm. Mr. Lico estimated that in 2023, the United States imported about $1.7 billion of wind-related components, mainly from Europe, Mexico, Vietnam and India. While the details of Mr. Trump's tariffs remain to be seen, Mr. Lico estimated a 25 percent tariff on imported goods could drive up the cost of land-based wind turbines by 10 percent and increase the cost of building renewable energy facilities by 7 percent increase. That in turn could lead to higher prices for the electricity that they produce. Higher costs could discourage development of new power sources at a time when demand for electricity is expected to rise to feed data centers and power electric vehicles. Even before the prospect of tariffs, analysts had dialed back their expectations of renewable energy growth because of the Trump administration's skepticism. States on the East Coast were counting on offshore wind to achieve clean energy goals in the coming years. But analysts now say that only a handful of these multibillion-dollar projects are likely to be built in the coming years. The share prices of Vestas Wind Systems, the Denmark-based turbine maker, and Orsted, the Danish offshore wind developer, which both have offshore wind projects in the United States, have fallen sharply over the last year, although both companies' shares rose on Wednesday. Mr. Lico said that turbine makers like Vestas and GE Vernova, its main rival in the United States, have factories in different locations and may be able to shift their sourcing of components to mitigate the affects of any tariffs. Imports of land-based wind equipment have fallen sharply in recent years as manufacturing in the United States picked up steam, stimulated by the Biden administration's Inflation Reduction Act.
Yahoo
07-03-2025
- Business
- Yahoo
3 European Stocks Estimated To Be Trading At A Discount Of Up To 46.9%
As the pan-European STOXX Europe 600 Index continues its longest streak of weekly gains since August 2012, driven by encouraging company results and gains in defense stocks, investors are keenly observing opportunities amidst mixed inflation data and economic contractions in major economies like Germany and France. In such a climate, identifying undervalued stocks can be crucial for investors looking to capitalize on potential discounts, especially when market uncertainties may offer entry points into fundamentally strong companies trading below their intrinsic value. Name Current Price Fair Value (Est) Discount (Est) Laboratorios Farmaceuticos Rovi (BME:ROVI) €54.05 €107.22 49.6% Absolent Air Care Group (OM:ABSO) SEK263.00 SEK511.00 48.5% Cambi (OB:CAMBI) NOK18.80 NOK37.37 49.7% Vimi Fasteners (BIT:VIM) €0.985 €1.92 48.6% Wienerberger (WBAG:WIE) €35.30 €68.45 48.4% TF Bank (OM:TFBANK) SEK373.00 SEK718.74 48.1% Hybrid Software Group (ENXTBR:HYSG) €3.60 €7.03 48.8% Star7 (BIT:STAR7) €6.25 €12.31 49.2% Fodelia Oyj (HLSE:FODELIA) €7.22 €13.91 48.1% Bactiguard Holding (OM:BACTI B) SEK35.30 SEK69.48 49.2% Click here to see the full list of 197 stocks from our Undervalued European Stocks Based On Cash Flows screener. We'll examine a selection from our screener results. Overview: Vestas Wind Systems A/S is involved in the design, manufacture, installation, and servicing of wind turbines across the United States, Denmark, and internationally with a market cap of DKK107.48 billion. Operations: Vestas generates revenue through its Service segment, which accounts for €3.70 billion, and its Power Solutions segment, contributing €13.60 billion. Estimated Discount To Fair Value: 46.9% Vestas Wind Systems appears undervalued based on cash flows, trading at DKK 107.2 against an estimated fair value of DKK 202.04. Recent earnings surged to EUR 499 million from EUR 77 million, reflecting strong profit growth. The company forecasts revenue between EUR 18 billion and EUR 20 billion for 2025, with ongoing share repurchases totaling approximately EUR 100 million enhancing shareholder value. Despite slower expected revenue growth than the market, Vestas's earnings are projected to grow significantly faster than the Danish average. Our earnings growth report unveils the potential for significant increases in Vestas Wind Systems' future results. Navigate through the intricacies of Vestas Wind Systems with our comprehensive financial health report here. Overview: UPM-Kymmene Oyj, with a market cap of €15.29 billion, operates in the forest-based bioindustry globally through its subsidiaries, focusing on Europe, North America, and Asia. Operations: UPM-Kymmene Oyj's revenue segments include UPM Energy (€627 million), UPM Fibres (€3.73 billion), UPM Plywood (€430 million), UPM Raflatac (€1.56 billion), UPM Specialty Papers (€1.47 billion), and UPM Communication Papers (€2.95 billion). Estimated Discount To Fair Value: 27.4% UPM-Kymmene Oyj is trading at €28.77, significantly below its estimated fair value of €39.62, indicating it may be undervalued based on cash flows. The company forecasts substantial earnings growth of 23.9% annually, outpacing the Finnish market's average growth rate. Despite a recent net loss in Q4 2024, UPM's strategic buyback program and dividend proposal could enhance shareholder returns and reflect management's confidence in future cash flow generation capabilities amidst challenging market conditions. The growth report we've compiled suggests that UPM-Kymmene Oyj's future prospects could be on the up. Click to explore a detailed breakdown of our findings in UPM-Kymmene Oyj's balance sheet health report. Overview: Siemens Energy AG is a global energy technology company with operations worldwide and has a market capitalization of approximately €46.21 billion. Operations: The company's revenue is primarily derived from its Gas Services (€10.95 billion), Siemens Gamesa (€10.38 billion), Grid Technologies (€9.68 billion), and Transformation of Industry (€5.31 billion) segments. Estimated Discount To Fair Value: 36.9% Siemens Energy, trading at €58.48, is considerably below its estimated fair value of €92.75, reflecting potential undervaluation based on cash flows. Despite recent earnings volatility with Q1 2025 net income at €198 million compared to last year's €1.55 billion, the company forecasts robust earnings growth of 48.17% annually and expects to become profitable within three years, outperforming the German market's revenue growth rate of 5.9% per year amidst high share price volatility. Our expertly prepared growth report on Siemens Energy implies its future financial outlook may be stronger than recent results. Click here and access our complete balance sheet health report to understand the dynamics of Siemens Energy. Unlock our comprehensive list of 197 Undervalued European Stocks Based On Cash Flows by clicking here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Unlock the power of informed investing with Simply Wall St, your free guide to navigating stock markets worldwide. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CPSE:VWS HLSE:UPM and XTRA:ENR. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
03-03-2025
- Business
- Yahoo
European Value Stock Picks That May Be Trading Below Their Worth
Amidst cautious optimism in Europe, the pan-European STOXX Europe 600 Index edged slightly higher as investors navigated U.S. trade policy developments and geopolitical efforts to resolve the Russia-Ukraine conflict. In this environment of mixed economic signals and fluctuating indices, identifying stocks that may be undervalued can provide opportunities for investors seeking value; such stocks often exhibit strong fundamentals or potential for growth despite current market challenges. Name Current Price Fair Value (Est) Discount (Est) Sword Group (ENXTPA:SWP) €33.30 €64.76 48.6% Vestas Wind Systems (CPSE:VWS) DKK102.35 DKK204.12 49.9% Laboratorio Reig Jofre (BME:RJF) €2.69 €5.32 49.4% Star7 (BIT:STAR7) €6.40 €12.38 48.3% Cint Group (OM:CINT) SEK6.745 SEK13.29 49.2% Surgical Science Sweden (OM:SUS) SEK157.50 SEK310.06 49.2% Canatu Oyj (HLSE:CANATU) €12.80 €24.82 48.4% Better Collective (OM:BETCO) SEK109.20 SEK216.56 49.6% Fodelia Oyj (HLSE:FODELIA) €7.20 €13.91 48.2% Galderma Group (SWX:GALD) CHF109.48 CHF212.91 48.6% Click here to see the full list of 197 stocks from our Undervalued European Stocks Based On Cash Flows screener. We'll examine a selection from our screener results. Overview: Prosegur Cash, S.A. offers cash cycle management and payment automation services across various sectors including retail, financial institutions, and government agencies, with a market cap of €966.90 million. Operations: Prosegur Cash generates revenue by providing cash cycle management and payment automation services to sectors such as retail, financial institutions, government agencies, central banks, mints, and jewellery stores. Estimated Discount To Fair Value: 43.7% Prosegur Cash appears undervalued, trading 43.7% below its estimated fair value of €1.16. Recent earnings showed a strong growth with net income rising to €89.07 million from €62.93 million, supported by a share repurchase program worth €8 million. Despite high debt levels and slower revenue growth compared to the market, its earnings are forecasted to grow significantly at 22% annually over the next three years, outpacing the Spanish market's average growth rate. According our earnings growth report, there's an indication that Prosegur Cash might be ready to expand. Take a closer look at Prosegur Cash's balance sheet health here in our report. Overview: Safran SA, along with its subsidiaries, operates in the aerospace and defense sectors globally and has a market capitalization of approximately €103.57 billion. Operations: The company's revenue is primarily derived from Aerospace Propulsion (€13.65 billion), Aeronautical Equipment, Defense and Aerosystems (€10.62 billion), and Aircraft Interiors (€3.04 billion). Estimated Discount To Fair Value: 11.5% Safran is trading at €248.5, about 11.5% below its estimated fair value of €280.87, suggesting potential undervaluation based on cash flows. Despite a net loss of €667 million in 2024, revenue increased to €28.15 billion from the previous year's €24.13 billion, and earnings are expected to grow by 42% annually as profitability returns within three years. Safran's strategic focus includes bolt-on acquisitions and a substantial share buyback program worth up to €5 billion by 2028. Insights from our recent growth report point to a promising forecast for Safran's business outlook. Unlock comprehensive insights into our analysis of Safran stock in this financial health report. Overview: Schaeffler AG, along with its subsidiaries, develops, manufactures, and sells components and systems for industrial applications across Europe, the Americas, China, and the Asia Pacific; it has a market cap of approximately €4.69 billion. Operations: The company's revenue segments include Automotive Technologies at €9.73 billion, Vehicle Lifetime Solutions at €2.50 billion, and Bearings & Industrial Solutions at €3.99 billion. Estimated Discount To Fair Value: 25.1% Schaeffler, trading at €4.97, is significantly undervalued with an estimated fair value of €6.64. Despite recent shareholder dilution and a dividend yield of 9.06% not covered by earnings or free cash flow, the company's earnings are forecast to grow substantially at 65% annually, outpacing the German market's growth rate. However, profit margins have declined to 0.9%, and interest payments remain poorly covered by earnings, highlighting financial challenges amidst strong growth potential. Our expertly prepared growth report on Schaeffler implies its future financial outlook may be stronger than recent results. Dive into the specifics of Schaeffler here with our thorough financial health report. Discover the full array of 197 Undervalued European Stocks Based On Cash Flows right here. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Discover a world of investment opportunities with Simply Wall St's free app and access unparalleled stock analysis across all markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BME:CASH ENXTPA:SAF and XTRA:SHA0. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
