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Stock Analysis & ValuationConsort NT S.A. (MLCNT.PA)

Professional Stock Screener
Previous Close
66.00
Sector Valuation Confidence Level
Low
Valuation methodValue, Upside, %
Artificial intelligence (AI)970.261370
Intrinsic value (DCF)n/a
Graham-Dodd Methodn/a
Graham Formulan/a

Strategic Investment Analysis

Company Overview

Consort NT SA is a leading French IT services company specializing in designing, building, and operating digital infrastructures and solutions across multiple industries. Founded in 1985 and headquartered in Paris, the company operates under the Consort NT, Consortia, and ALTEA brands, serving sectors such as banking, insurance, healthcare, telecom, media, transport, logistics, energy, and utilities. Consort NT provides a comprehensive suite of services, including IoT solutions, data flow management, mobile development, functional support, service desk, and security services. With a presence in France, Belgium, Luxembourg, Canada, and Morocco, the company leverages its expertise to deliver innovative digital transformation solutions. As a key player in the Information Technology Services sector, Consort NT is well-positioned to capitalize on the growing demand for digital infrastructure and IoT solutions in Europe and beyond.

Investment Summary

Consort NT SA presents a mixed investment profile. The company operates in the competitive IT services sector, with a focus on digital infrastructure and IoT solutions. Its diversified client base across multiple industries provides revenue stability, and its international presence offers growth opportunities. However, the company's negative beta (-0.17) suggests it may not closely track market movements, which could be a concern for some investors. Financial metrics show strong net income (€7.05 million) relative to revenue (€8.65 million), indicating efficient operations. The company maintains a healthy cash position (€3.4 million) but carries moderate debt (€4.31 million). With no dividend payout and limited financial data on shares outstanding and EPS, investors should carefully evaluate growth prospects and competitive positioning before considering an investment.

Competitive Analysis

Consort NT SA operates in the highly competitive IT services sector, where differentiation is key. The company's competitive advantage lies in its specialized focus on IoT solutions and data flow management, serving niche markets like banking, healthcare, and utilities. Its multi-brand strategy (Consort NT, Consortia, ALTEA) allows for targeted service offerings across different sectors. The company's international footprint in Europe and North Africa provides geographic diversification, though it remains primarily France-centric. Consort NT's ability to offer end-to-end solutions from design to operation gives it an edge in customer retention. However, the company faces intense competition from larger global IT service providers with greater resources and broader service portfolios. Its relatively small market cap (€145 million) limits its ability to compete on scale with industry giants. The company's strength in IoT and digital infrastructure could position it well for future growth in smart cities and industrial IoT applications, but it must continue to innovate and possibly expand through strategic partnerships to maintain its competitive position.

Major Competitors

  • Capgemini SE (CAP.PA): Capgemini is a global leader in consulting, technology services, and digital transformation with significantly larger scale (€22 billion revenue) than Consort NT. Its strengths include a worldwide presence and comprehensive service portfolio, but it may lack Consort NT's specialized focus on IoT solutions in specific verticals. Capgemini's size allows for larger contracts but may make it less agile in niche markets.
  • Atos SE (ATO.PA): Atos is a major European IT service provider with strengths in cloud, cybersecurity, and high-performance computing. While larger in scale, Atos has faced financial challenges recently, potentially creating opportunities for more nimble competitors like Consort NT in specific service areas. Atos's broader geographic reach gives it an advantage in global contracts.
  • Sopra Steria Group (SOP.PA): Sopra Steria combines consulting, digital services, and software development with particular strength in public sector and financial services. Its larger size provides more resources but may make it less specialized than Consort NT in IoT implementations. The company has strong European presence but less focus on North African markets where Consort NT operates.
  • SES-imagotag (DIM.PA): SES-imagotag specializes in IoT and digital solutions for retail, making it a more focused competitor than Consort NT in this specific vertical. While smaller in overall scale, its deep retail expertise presents competition in IoT implementations, though with less diversification across other industries served by Consort NT.
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