Vinci S.A. (VCISY)
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Vinci: Relative Value Case, But They Are Still Sinking Cash For Growth
Vinci SA remains attractive based on valuation, despite increased capital commitments and continuing growth path, which hides underlying earnings yield of the business. There are some tailwinds possibly from data center and related electrical supply engineering that is associated with the AI boom. Moreover, they are growing their businesses on highways with new concessions, and growth is proceeding as expected in their renewable area.
Vinci SA (VCISF) 2024 Full Year Results Earnings Call Transcript
Vinci SA (OTCPK:VCISF) 2024 Full Year Results Earnings Conference Call February 7, 2025 4:30 AM ET Company Participants Xavier Huillard – Chairman and Chief Executive Officer Christian Labeyrie – Executive Vice-President and Chief Financial Officer Nicolas Notebaert – Chief Executive Officer of Concessions Arnaud Palliez – Head-Investor Relations Pierre Anjolras – Chief Operating Officer José María Castillo – Chief Executive Officer, Cobra IS Conference Call Participants Elodie Rall – JPMorgan Sven Edelfelt – Oddo Patrick Roselle – Goldman Sachs Graham Hunt – Jefferies Luis Prieto – Kepler Gregor Kuglitsch – UBS Nicolas Mora – Morgan Stanely Xavier Huillard Good morning, everyone. Thanks for joining us for the Full Year Results of 2024.
Vinci: Why This French Company Is An A1-Sort Of Buy
Vinci SA is undervalued with a 20%+ annualized return potential and a 4.5%+ dividend yield, making it a safe growth investment. The company's diverse operations in infrastructure, motorways, and airports, coupled with strong FCF and low debt, ensure stability and upside. Vinci's unique concessions business, including motorway and airport assets, provides a significant competitive advantage and mitigates cyclicality risks.
Vinci: The Silent Compounder
Vinci is trading at 8.86x P/FCF and a P/E ratio of 12.44x, which is very attractive in today's markets. Fear of expiring concessions and new taxes by the French government led to depressed valuations, which offers a compelling risk-reward ratio for investors comfortable with the risks. Expiring concessions will be difficult to replace, given the current elevated valuation levels for transportation assets.
Intuitive Surgical Stock Hits Record High on da Vinci Device Demand
Shares of Intuitive Surgical (ISRG) hit an all-time high Friday, a day after the medical device maker posted better-than-expected results on more use of its da Vinci minimally invasive surgical devices.
Intuitive Surgical Q3: Da Vinci 5 Robot Set For 2025, But Overvalued
I reiterate a 'Sell' rating on Intuitive Surgical with a fair value of $350 per share due to its hefty valuation. The Da Vinci 5 robot rollout in mid-2025 is a major catalyst, with significant growth potential from innovative technology and positive surgeon feedback. Despite strong leadership and market position, ISRG's overvaluation and high WACC of 13% justify the 'Sell' rating.
Half Year 2024 Vinci SA Analsyt Meeting Transcript
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Are Investors Undervaluing Vinci (VCISY) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
