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As global markets experience varied trends, France's CAC 40 Index has shown notable resilience, advancing by 1.67% amid easing monetary policy expectations and diminishing political uncertainties. In this context of market optimism, identifying stocks that are potentially undervalued becomes particularly compelling for investors looking to capitalize on discrepancies between market price and intrinsic value.
Top 10 Undervalued Stocks Based On Cash Flows In France
Name | Current Price | Fair Value (Est) | Discount (Est) |
Airbus (ENXTPA:AIR) | €130.64 | €239.53 | 45.5% |
Vente-Unique.com (ENXTPA:ALVU) | €15.40 | €29.97 | 48.6% |
Lectra (ENXTPA:LSS) | €27.80 | €43.16 | 35.6% |
Wavestone (ENXTPA:WAVE) | €52.20 | €88.53 | 41% |
Arcure (ENXTPA:ALCUR) | €5.10 | €7.47 | 31.7% |
Vivendi (ENXTPA:VIV) | €9.78 | €15.52 | 37% |
MEMSCAP (ENXTPA:MEMS) | €5.50 | €8.56 | 35.7% |
Tikehau Capital (ENXTPA:TKO) | €21.35 | €32.36 | 34% |
Thales (ENXTPA:HO) | €150.50 | €254.03 | 40.8% |
Groupe Airwell Société anonyme (ENXTPA:ALAIR) | €3.84 | €6.72 | 42.9% |
Below we spotlight a couple of our favorites from our exclusive screener
Esker
Overview: Esker SA is a company that provides a cloud-based platform for finance and customer service professionals globally, with a market capitalization of approximately €1.04 billion.
Operations: The company generates €190.92 million from its software and programming segment.
Estimated Discount To Fair Value: 28.3%
Esker, a French company, appears undervalued based on cash flow analysis, trading at €175.8 against an estimated fair value of €245.03—a 28.3% discrepancy. Despite a recent dividend cut to €0.65 per share, reflecting a 15% decrease, Esker's earnings are expected to grow by 25.76% annually over the next three years, outpacing the French market's average growth rate significantly. Additionally, its revenue growth forecast of 11.8% yearly exceeds the market norm (5.8%), supported by robust governance and expansion strategies as evidenced by recent board appointments and global conference presentations.
Antin Infrastructure Partners SAS
Overview: Antin Infrastructure Partners SAS is a private equity firm that focuses on infrastructure investments, with a market capitalization of approximately €1.98 billion.
Operations: The firm generates revenue primarily from its asset management segment, totaling approximately €282.87 million.