Estimated Discount To Fair Value: 42%

Thales, valued at €154.90, is assessed significantly below its fair value of €266.97, indicating a potential undervaluation based on discounted cash flows. The company's earnings are expected to grow by 16.44% annually, surpassing the French market's growth rate of 10.9%. However, its financial position is strained by high debt levels and occasional one-off items affecting earnings quality. Recent strategic alliances in cybersecurity and air traffic management may bolster future performance despite these financial challenges.

• The analysis detailed in our Thales growth report hints at robust future financial performance.

• Click here to discover the nuances of Thales with our detailed financial health report.

Tikehau Capital

Overview: Tikehau Capital is a private equity and venture capital firm that offers a variety of financing products such as senior secured loans, equity, and mezzanine; it has a market capitalization of approximately €3.85 billion.

Operations: The company generates revenue through two primary segments: Investment Activities, which brought in €179.19 million, and Asset Management Activities, contributing €322.32 million.

Estimated Discount To Fair Value: 31.7%

Tikehau Capital, priced at €22.25, is perceived as undervalued with a fair value estimate of €32.59. Despite a dividend increase to €0.75 per share and an extended buyback plan, its dividend coverage by cash flows remains weak. Recent strategic moves include a partnership with Nikko Asset Management to enhance global distribution and investment strategies in Asia, focusing on decarbonization. Analysts expect Tikehau's earnings to grow by 30.82% annually, outpacing the French market significantly.

• According our earnings growth report, there's an indication that Tikehau Capital might be ready to expand.

• Navigate through the intricacies of Tikehau Capital with our comprehensive financial health report here.

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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 ENXTPA:EDEN ENXTPA:HO and ENXTPA:TKO.

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