The European stock market recently faced a downturn, with the pan-European STOXX Europe 600 Index ending lower after five weeks of gains, influenced by new tariff threats from the U.S. and unexpected contractions in business activity. In this environment, investors might look for value opportunities in stocks trading below their estimated worth, as these can offer potential resilience and growth despite broader market challenges.
|
Name |
Current Price |
Fair Value (Est) |
Discount (Est) |
|
Micro Systemation (OM:MSAB B) |
SEK49.60 |
SEK96.51 |
48.6% |
|
Laboratorios Farmaceuticos Rovi (BME:ROVI) |
€52.35 |
€104.47 |
49.9% |
|
Alfio Bardolla Training Group (BIT:ABTG) |
€1.88 |
€3.70 |
49.2% |
|
adidas (XTRA:ADS) |
€220.50 |
€433.62 |
49.1% |
|
Clemondo Group (OM:CLEM) |
SEK10.80 |
SEK21.24 |
49.2% |
|
Absolent Air Care Group (OM:ABSO) |
SEK215.00 |
SEK416.92 |
48.4% |
|
Lectra (ENXTPA:LSS) |
€24.75 |
€47.27 |
47.6% |
|
dormakaba Holding (SWX:DOKA) |
CHF733.00 |
CHF1399.64 |
47.6% |
|
Fodelia Oyj (HLSE:FODELIA) |
€7.00 |
€13.31 |
47.4% |
|
Claranova (ENXTPA:CLA) |
€2.805 |
€5.45 |
48.5% |
Below we spotlight a couple of our favorites from our exclusive screener.
Overview: REVO Insurance S.p.A. is an Italian insurance company with a market cap of €378.54 million.
Operations: The company’s revenue primarily comes from its Damage Management segment, which generated €317.62 million.
Estimated Discount To Fair Value: 27.6%
REVO Insurance is trading at a significant discount, approximately €14.96 compared to its estimated fair value of €20.65, suggesting undervaluation based on discounted cash flow analysis. The company reported a substantial net income increase to €18.58 million for 2024 and forecasts strong earnings growth of 24.3% annually over the next three years, outpacing the Italian market’s average growth rate, despite having a forecasted low return on equity of 14.4%.
Overview: BlueNord ASA is an oil and gas company engaged in the exploration, development, and production of hydrocarbon resources across Norway, Denmark, the Netherlands, and the United Kingdom with a market cap of NOK15.42 billion.
Operations: The company’s revenue from its oil and gas exploration and production activities amounts to $704.90 million.
Estimated Discount To Fair Value: 31.1%
BlueNord is trading at NOK582, significantly below its estimated fair value of NOK844.91, indicating potential undervaluation based on discounted cash flow analysis. Recent earnings show a turnaround with net income rising to US$18.6 million from a loss last year, and revenue reaching US$171.1 million for Q1 2025. Despite interest payments not well covered by earnings, production ramp-up at Tyra II supports future profitability expectations above market growth rates in Norway.
