Power · cooling · grid infrastructure·France·Rueil-Malmaison·#1 / 18 in segment·3.5% of segment mcap
$67.83
65.9% vs S&P 12m
Business overview
Electrification, automation, and data-center critical power leader (UPS, switchgear, cooling).
Highest-quality compounder in the data-center power supply chain; broadest portfolio across critical infrastructure.
Composite score
Higher = stronger overall research case
Fundamental64
Technical87
Valuation84
AI relevance78
Risk-adjusted (higher = safer)73
Segment-relative fundamental percentile: 75
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: 11.1%6M RS: 41.4%12M RS: 65.9%Vol30d: 36%DD52w: -2.7%
Financial summary
Curated, illustrative
Revenue
$37.28B
Growth (YoY)
17.5%
Gross margin
58.8%
Operating margin
20.8%
FCF
$4.87B
Capex
$4.66B
Net cash / (debt)
$-8.42B
ROIC
5.9%
Customer conc.
Medium
Valuation
Market cap
$80.09B
Enterprise value
$88.51B
P/E (TTM)
17.7x
Forward P/E
12.6x
EV / Sales
2.4x
EV / EBITDA
7.8x
P / FCF
16.4x
PEG
11.4x
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 2Industrial cycle exposure
Score components
What drove the composite
Growth65
Profitability66
Cash generation55
Balance sheet71
Moat / AI relevance75
Capital intensity (higher = lighter)53
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)95
Momentum (3/6/12m)78
Relative strength100
Realized vol (higher = lower vol)59
Segment peers
Other companies in Power & grid