Exail Technologies makes naval and underwater systems, including sonar, inertial navigation, and robotic underwater vehicles, alongside precision photonics and nuclear medicine components sold into defence and civil markets. Its strength is a defence-grade niche where qualified products and government certifications take years to replicate, which supports a 49.9% gross margin. Revenue growth of 24.7% is the main driver, with European rearmament and rising naval spending supplying demand for its navigation and seabed systems. Operating margin is currently -8.4%, so profitability depends on the company converting that top-line growth into operating leverage. At a forward P/E of 31.8 and a 31.2% ROE, the market is pricing in that conversion, which makes margin progress the metric to test before going deeper.
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 |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | €122 | first publication | €125 |
| 22 Oct 2026, 12:04 CEST | Rating | Overvalued | first publication | €125 |
| 22 Oct 2026, 12:04 CEST | Fair value | €39.14 | first publication | €125 |
Answered from Exail Technologies fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| EXA.PA Exail Technologies | €125.30 | €39 | 220% above | - | 31.2% | 67 | 67 |
| COCHINSHIP.NS Cochin Shipyard Limited | ₹1139.90 | - | - | 44.1x | - | 75 | 34 |
| BDL.NS Bharat Dynamics Limited | ₹1017.50 | - | - | 71.6x | - | 80 | 54 |
| MAZDOCK.NS Mazagon Dock Shipbuilders Limited | ₹1860.00 | ₹1167 | 59% above | 26.3x | 28.8% | 84 | 49 |
| BWXT BWX Technologies Inc. Common Stock | $127.19 | $60 | 112% above | 33.0x | 28.3% | 60 | 47 |
| EMBJ Embraer S.A. Common Stock | $70.84 | - | - | 28.7x | 12.2% | 57 | 68 |
| TXT Textron Inc. Common Stock | $76.83 | $93 | 17% below | 14.5x | 12.1% | 60 | 50 |
Where EXA.PA ranks against its sector peers on each metric.