CAF builds passenger trains, metro and light-rail rolling stock, and maintenance and signalling services from factories in Spain, the UK, Germany and the US, and it counts national and urban rail operators as its customers. Its position rests on a long order book and a service business that tends to outlast the initial contract, since fleets need years of maintenance once delivered. Revenue grew 29.7% in the latest data, a pace that suggests deliveries are ramping faster than a typical rolling-stock maker manages. The stock trades on about 9.0x forward earnings against 15.8x trailing, so the market is pricing in a sharp improvement in profit. That gap is the question to test: a 6.4% operating margin leaves little room for error, and whether the revenue growth converts into earnings is the first thing to check.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 18:04 CEST | Rating | Fairly valued | first publication | €75.90 |
| 24 Oct 2026, 18:04 CEST | Fair value | €79.01 | €65.21 | €75.90 |
| 18 Oct 2026, 00:00 CEST | ACCE price target | €82.80 | first publication | €78.40 |
| 18 Oct 2026, 00:00 CEST | Fair value | €65.21 | first publication | €78.40 |
Answered from Construcciones y Auxiliar de Ferrocarriles fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CAF.MC Construcciones y Auxiliar de Ferrocarriles | €75.90 | €79 | 4% below | 15.1x | 18.0% | 61 | 83 |
| CONCOR.NS Container Corporation of India Limited | ₹410.15 | - | - | 25.0x | - | 75 | 44 |
| 9001.T Tobu Railway Co., Ltd. | ¥2904.50 | - | - | 10.3x | 9.4% | 54 | 61 |
| SRAIL.SW Stadler Rail AG | CHF 31.04 | CHF 28 | 11% above | 29.6x | 12.6% | 44 | 75 |
| 9007.T Odakyu Electric Railway Co., Ltd. | ¥1764.00 | - | - | 17.3x | 7.1% | 58 | 56 |
| TRN Trinity Industries Inc. Common Stock | $25.54 | $29 | 12% below | 5.9x | 30.2% | 63 | 51 |
| 9009.T Keisei Electric Railway Co., Ltd. | ¥1393.00 | - | - | 13.2x | 9.4% | 62 | 69 |
Where CAF.MC ranks against its sector peers on each metric.