Exosens, (EXENS) Fair Value & Analysis
Industrials · FR · Market cap €2.8B
Fair value as of: Aug 13, 2026
From 26 valuation models · updated today
Share price +11.0% over the past month.
Below-average quality, and screening another 72% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (€22.11). The favourable scenario is already priced in.
- Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (€10.98 to €22.11) leaves room in how you read the outcome.
Price vs Fair Value (2 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
26‑month range €16.97 – €72.57 · fair‑value band €10.98 – €22.11 · the €63.05 price screens above the €17.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Exosens, (EXENS) currently trades at €63.05, while our model-based Fair Value estimate is €17.69, implying the stock looks roughly 71.9% overvalued today. The Quality Score stands at 47/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Exosens, generated revenue of €468M at a net margin of 9.1%. Revenue grew 20.1% year over year. It earns a return on equity of 16.4%. Net debt stands at €211M. Fundamentals as of Aug 13, 2026
Our scenario range runs from €10.98 (bear case) to €22.11 (bull case); at €63.05, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 14% below its 52-week high and 75% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -65% fair-value upside, at -72%, EXENS screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings (€27.19) versus Dividend Discount (€1.52). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 47 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Exosens, together with its subsidiaries, develops, manufactures, and sells electro-optical technologies in France, Europe, North America, Asia, and internationally. It operates in two segments, Amplification and Detection and Imaging.
Full company description
Exosens, together with its subsidiaries, develops, manufactures, and sells electro-optical technologies in France, Europe, North America, Asia, and internationally. It operates in two segments, Amplification and Detection and Imaging. The company offers image intensifier tubes; cameras, sensors, modules and cores, and imaging systems and solutions, including UV missile warning solution, atmospheric sounder, and spectroradiometer; and detection and imaging products for ions and electrons, photons, and neutrons, as well as micro pore optics and components, such as phosphor screens, resistive glass products, microchannel plates, and electron generator arrays. It also provides bare and energy compensated Geiger- Müller tubes; gamma and neutron detectors; mineral insulated extensions; and silicon photodiodes, as well as methane airborne detection solutions. The company sells its products under the Exosens, Photonis, Xenics, Telops, El-Mul, and Noxant brand names. It serves defense and surveillance, life sciences and environment, industrial control, and nuclear markets. The company was founded in 1937 and is headquartered in Mérignac, France.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Exosens, reported revenue of €468M in FY2025 versus €166M in FY2021, a compound +29.6%/yr. Reported net income was €42.7M in FY2025.
EXENS screens 72% overvalued. Compare with Contemporary Amperex Technology Co →
Peer Group
Electrical Equipment & Parts · 525 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$652.50 | HK$394.19 | -40% |
| Delta Electronics (Thailand) Public Company DELTA | 269.00 THB | 40.28 THB | -85% |
| LG Energy Solution, Ltd 373220 | 365,500 KRW | 201,455 KRW | -45% |
| WEG S.A WEGE3 | 14,900 ARS | 4,338 ARS | -71% |
| Sungrow Power Supply Co 300274 | ¥117.53 | ¥123.83 | +5% |
| HD Hyundai Electric Co 267260 | 782,000 KRW | 371,133 KRW | -53% |
| LS ELECTRIC Co 010120 | 208,500 KRW | 29,594 KRW | -86% |
| Hyosung Heavy Industries Corporation 298040 | 2,892,000 KRW | 1,013,099 KRW | -65% |
| Hitachi Energy India Limited POWERINDIA | ₹35,800 | ₹6,106 | -83% |
| Polycab India Limited POLYCAB | ₹9,289 | ₹3,218 | -65% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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