TSK Electrónica y Electricidad is a Spanish engineering and construction group, listed in Madrid, whose work spans electrical and electronic systems for defence, transport, energy and industrial clients. The business is relatively low-margin, with an 8.1% operating margin and 30.9% gross margin, so returns depend on steady project execution rather than pricing power. What stands out is the valuation: at 7.6x trailing and 9.5x forward earnings against a 58.1% ROE, with 4.1% revenue growth, the market is pricing this as a mature contractor rather than a growth story. A 716M EUR market cap and no index membership suggest limited institutional coverage, which may be part of the discount and is worth testing. The thesis needs a closer look at order backlog, the cash conversion behind that high ROE, and whether the 4.1% growth rate is sustainable in Spanish public and private capex.
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.
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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 | €6.70 | first publication | €6.03 |
| 22 Oct 2026, 13:04 CEST | Fair value | €5.47 | first publication | €6.41 |
| 22 Oct 2026, 13:04 CEST | Rating | Overvalued | first publication | €6.41 |
Answered from TSK Electrónica y Electricidad, S.A. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TSK.MC TSK Electrónica y Electricidad, S.A. | €5.95 | €5 | 9% above | 7.5x | 58.1% | 64 | 67 |
| 1965.T Techno Ryowa Ltd. | ¥2015.00 | - | - | 10.8x | 20.2% | 76 | 75 |
| BESALCO.SN Besalco Sa | CLP 1335.00 | - | - | 18.7x | 18.6% | 52 | 47 |
| 1982.T Hibiya Engineering, Ltd. | ¥3160.00 | ¥3290 | 4% below | 15.3x | 12.6% | 55 | 66 |
| SALFACORP.SN Salfacorp | CLP 1299.00 | - | - | 17.1x | 7.9% | 43 | 45 |
| 1939.T Yondenko Corporation | ¥2212.00 | ¥1065 | 108% above | 12.5x | 12.5% | 64 | 81 |
| 1948.T The Kodensha Co., Ltd. | ¥11450.00 | - | - | 35.3x | 13.5% | 60 | 66 |
Where TSK.MC ranks against its sector peers on each metric.