Nexity is a French residential and commercial property developer and services group, selling new homes and offices alongside property management, brokerage and asset services. The case for a closer look rests on its scale in French housing and its fee-based services arm, which should cushion the cyclicality of development sales. The near-term question is whether the French housing market turns, since revenue fell 18.3% and operating margin is just 1.0% against a 29.1% gross margin, leaving little room for further volume declines. A forward P/E of 36.3 against a negative return on equity of -10.0% means the market is pricing a sharp earnings recovery that the trailing numbers do not yet show. Worth deeper work only if you have a view on French mortgage rates and new-home orders over the next two to three quarters.
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, 01:53 CEST | ACCE price target | €5.70 | first publication | €4.59 |
Answered from Nexity SA fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| NXI.PA Nexity SA | €4.35 | - | - | - | -10.0% | 30 | 36 |
| BESQAB.ST Besqab AB (publ) | kr 23.60 | - | - | 80.0x | 4.4% | 42 | 46 |
| INS.DE Instone Real Estate Group SE | €5.92 | €11 | 47% below | 5.4x | 8.1% | 49 | 56 |
| AGROUP.ST Arlandastad Group AB (publ) | kr 34.60 | - | - | 11.1x | 4.5% | 56 | 55 |
| CEV.MC Compañía Española de Viviendas en Alquiler S.A. | €8.40 | €12 | 31% below | 5.7x | 8.1% | 85 | 59 |
| SOCOVESA.SN Socovesa | CLP 155.10 | - | - | - | -4.7% | 21 | 47 |
| CTIO.BA Consultatio SA | ARS 1710.00 | - | - | - | -4.6% | 40 | 49 |
Where NXI.PA ranks against its sector peers on each metric.