P/E Switch

ATTIVA ORA
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Growth TOP 10 quando forward P/E medio < 70, Value TOP 10 quando ≥ 70. Wyckoff Markdown filter + TrailingStop -15% mensile. Oro 15% (GLD).

GROWTHATTIVA
VALUESTANDBY
Forward P/E medio:19.8·soglia 70

PE medio sotto soglia → sistema raccomanda Growth TOP 10.

Growth TOP 10(8)

Settori tech / semiconduttori / consumer electronics. Ranking Clenow.

#1GROWTH REY.MI — REPLY BUY 📅 2026-11-12

Technology · Clenow 0 · Mom 12m +18%
$134.40
52w high $134.40
Reply is an Italian IT services group based in Turin, organised as a network of specialised companies that design and build digital systems for large clients: cloud migrations, data platforms, cybersecurity, connected devices and, increasingly, artificial-intelligence projects. Clients pay for consulting and implementation work, mostly in Italy, Germany and the UK, so revenue follows corporate technology budgets. FY2025 revenue was about €2.8B (+8%). In 2026 growth continued: Q1 revenue €645M (EBITDA €112M), Q2 revenue €667.0M (+8.7% y/y, EBITDA €121.2M, about an 18% margin), and H1 revenue €1.31B (+7.4%). The chairman says technology spending is increasingly focused on AI initiatives that directly affect client competitiveness. Think of it as a steady compounder in European IT services rather than a high-growth software name.
P/E: 23.88 (fwd 16.07)ROIC: +21%Rev Growth: +8%Margins: +10%ROE: +18%Mkt Cap: $5.46B

PRO

  • H1 2026 revenue €1.31B (+7.4% y/y); Q2 revenue €667.0M (+8.7%) with EBITDA €121.2M
  • ROIC 20.5% and a forward P/E of 16.1 below the trailing 24.3
  • Analyst support: Deutsche Bank raised target to €140 (Buy); Quirin Privatbank Buy with €170 target
  • Trading at its 52-week high (€133.70): no trailing-stop pressure
  • Listed in Milan: tradable on the reference broker, unlike the .TW/.T picks

CONTRO

  • Weakest trend fit in the basket (Clenow 1.1, R2 0.079): it ranks here because few names have strong trends, not on momentum
  • IT services revenue follows corporate budgets: discretionary consulting is often cut first in a slowdown
  • Price at the 52-week high is above the Deutsche Bank €140 target by only ~5%

#2GROWTH CSU.TO — CONSTELLATION SOFTWARE INC.

Technology · Clenow 0 · Mom 12m -1%
$3465.98
52w high $3563.83
P/E: 54.73 (fwd 18.55)ROIC: +23%PEG: 0.63Rev Growth: +17%Margins: +8%ROE: +23%Mkt Cap: $52.22B

#3GROWTH 1810.HK — XIAOMI-W

Technology · Clenow 0 · Mom 12m -37%
$28.76
52w high $45.80
P/E: 21.15 (fwd 19.30)ROIC: +10%PEG: 0.27Rev Growth: -6%Margins: +8%ROE: +13%Mkt Cap: $94.35B

#4GROWTH BR — Broadridge Financial Solutions

Technology · Clenow 0 · Mom 12m -13%
$189.29
52w high $226.84
P/E: 20.35 (fwd 15.91)ROIC: +19%PEG: 1.29Rev Growth: +8%Margins: +15%ROE: +41%Mkt Cap: $20.75B

#5GROWTH CAP.PA — CAPGEMINI

Technology · Clenow 0 · Mom 12m +4%
$129.50
52w high $147.12
P/E: 15.83 (fwd 8.78)ROIC: +12%PEG: 0.83Rev Growth: +9%Margins: +6%ROE: +12%Mkt Cap: $23.48B

#6GROWTH CTSH — Cognizant Technology Solutions

Technology · Clenow 0 · Mom 12m -8%
$65.78
52w high $85.16
P/E: 11.86 (fwd 10.17)ROIC: +16%PEG: 1.48Rev Growth: +5%Margins: +12%ROE: +17%Mkt Cap: $28.53B

#7GROWTH G — Genpact Limited

Technology · Clenow 0 · Mom 12m +8%
$40.78
52w high $47.73
Genpact runs and modernizes business operations for large clients and now brands itself the Agentic Operations company, combining domain-specific AI agents with human expertise. Advanced Technology Solutions is growing about 20% YoY, though the shares fell after Q2 revenue missed expectations; Q3 results are due on November 5. Revenue is up 7% YoY with an 11.1% net margin; trailing P/E is 11.8x and forward P/E 8.8x. The key risk is AI eroding labor-based outsourcing revenue.
P/E: 12.04 (fwd 8.92)ROIC: +15%PEG: 1.15Rev Growth: +7%Margins: +11%ROE: +22%Mkt Cap: $6.73B

#8GROWTH TEL — TE Connectivity plc

Technology · Clenow 0 · Mom 12m -9%
$220.22
52w high $246.32
P/E: 19.85 (fwd 14.46)ROIC: +16%PEG: 1.47Rev Growth: +12%Margins: +16%ROE: +25%Mkt Cap: $63.18B

Value TOP 10(10)

Settori non-growth. Ranking Clenow + filtro PEG/ROIC.

#1VALUE 2059.TW — KING SLIDE WORKS CO

Consumer Cyclical · Clenow 368 · Mom 12m +124%
$8600.00
52w high $14459.00
P/E: 48.65 (fwd 17.32)ROIC: +40%PEG: 0.80Rev Growth: +156%Margins: +68%ROE: +63%Mkt Cap: $24.93B

#2VALUE 2887.TW — TS FINANCIAL HOLDING CO LTD

Financial Services · Clenow 139 · Mom 12m +112%
$40.25
52w high $44.40
P/E: 21.30 (fwd 12.35)ROIC: +17%PEG: 1.06Rev Growth: +362%Margins: +49%ROE: +17%Mkt Cap: $30.75B

#3VALUE TGTX — TG Therapeutics, Inc.

Healthcare · Clenow 111 · Mom 12m +82%
$61.63
52w high $61.63
P/E: 22.09 (fwd 22.43)ROIC: +40%PEG: 0.03Rev Growth: +70%Margins: +55%ROE: +100%Mkt Cap: $9.30B

#4VALUE BGEO.L — LION FINANCE GROUP PLC ORD 1P

Financial Services · Clenow 57 · Mom 12m +64%
$12550.00
52w high $14600.00
Lion Finance Group, formerly Bank of Georgia, is a London-listed holding company for Bank of Georgia and Ameriabank, major lenders in Georgia and Armenia. H1 2026 pretax profit rose 19% to GEL 1.45 billion, the loan book is growing about 15% a year, and a new GEL 59 million buyback extension was announced. Revenue is up 19% YoY with a 51.7% net margin; trailing P/E is 8.2x and forward P/E 6.6x. Risks are Caucasus geopolitics and two-country concentration.
P/E: 8.62 (fwd 6.84)ROIC: +28%PEG: 0.39Rev Growth: +19%Margins: +52%ROE: +28%Mkt Cap: $7.35B

#5VALUE BMPS.MI — BANCA MONTE PASCHI SIENA

Financial Services · Clenow 56 · Mom 12m +70%
$11.48
52w high $12.04
Banca Monte dei Paschi di Siena is an Italian bank that has acquired control of Mediobanca; the merger was approved at 2.450 MPS shares per Mediobanca share, with integration scheduled for Q4. H1 2026 net profit rose 25% to above EUR 1.1 billion, with Q2 profit of EUR 610 million. Revenue growth of 99.5% reflects consolidation; net margin is 52.3%, trailing P/E 9.2x and forward P/E 12.0x. Risks are integration execution and a forward P/E above trailing.
P/E: 9.46 (fwd 12.35)ROIC: +15%PEG: 0.96Rev Growth: +100%Margins: +52%ROE: +15%Mkt Cap: $38.48B

#6VALUE VCTR — Victory Capital Holdings, Inc.

Financial Services · Clenow 54 · Mom 12m +100%
$120.19
52w high $120.59
Victory Capital is a US asset manager running a multi-boutique model of specialist investment franchises, ETFs and solutions, growing through acquisitions. It reported record Q1 2026 results and in March pursued Janus Henderson with improved proposals before withdrawing when no negotiated deal emerged. Revenue is up 24% YoY with a 29.6% net margin; trailing P/E is 20.2x and forward P/E 12.9x. Risks are acquisition integration and fees that depend on market levels.
P/E: 21.16 (fwd 13.51)ROIC: +14%PEG: 0.73Rev Growth: +24%Margins: +30%ROE: +19%Mkt Cap: $7.12B

#7VALUE PKO.WA — PKO C.XWAR PLN

Financial Services · Clenow 44 · Mom 12m +59%
$115.64
52w high $124.54
PKO Bank Polski is Poland's largest bank, serving households, small businesses and corporates. It earned PLN 5.29 billion in H1 2026, including PLN 0.7 billion of Swiss-franc mortgage legal provisions, with financing up 12.7% YoY in Q1 and a recommended dividend of PLN 6.14 per share from 2025 profit. Revenue is flat (-0.3% YoY) with a 37.2% net margin; trailing P/E is 12.8x and forward P/E 12.8x. The main risk is CHF-loan litigation cost.
P/E: 13.41 (fwd 13.28)ROIC: +20%PEG: 1.45Rev Growth: -0%Margins: +37%ROE: +20%Mkt Cap: $36.76B

#8VALUE TPEIR.AT — PIRAEUS BANK S.A.

Financial Services · Clenow 40 · Mom 12m +48%
$9.82
52w high $10.97
Piraeus Bank is one of Greece's four systemic banks, serving retail, SME and corporate clients. H1 2026 profit was a record EUR 617 million with a 16% return on tangible book, Q2 profit rose 22% YoY, and the 2026 net interest income target was raised to EUR 2 billion. Revenue is up 9% YoY with a 42.9% net margin; trailing P/E is 11.2x and forward P/E 8.7x. Risks are rate cuts compressing interest income and Greek economic exposure.
P/E: 11.55 (fwd 8.81)ROIC: +12%PEG: 0.91Rev Growth: +9%Margins: +42%ROE: +12%Mkt Cap: $13.76B

#9VALUE 2881.TW — FUBON FINANCIAL HLDG CO LTD

Financial Services · Clenow 39 · Mom 12m +76%
$154.50
52w high $162.00
P/E: 19.96 (fwd 14.89)ROIC: +26%PEG: 1.08Rev Growth: -25%Margins: +28%ROE: +26%Mkt Cap: $64.23B

#10VALUE A5G.IR — AIB GROUP PLC BUY

Financial Services · Clenow 39 · Mom 12m +51%
$11.61
52w high $11.70
AIB Group is a leading Irish retail and commercial bank. H1 2026 profit after tax was EUR 939 million with a 23.2% return on tangible equity and a 16.1% CET1 ratio; the interim dividend rose nearly 60% and a EUR 1 billion buyback is running, 41% complete by June. Revenue is up 2% YoY with a 49.1% net margin; trailing P/E is 11.4x and forward P/E 10.8x. Risks are lower rates and modest loan growth (about 5% guided).
P/E: 11.72 (fwd 11.29)ROIC: +15%PEG: 1.43Rev Growth: +2%Margins: +49%ROE: +15%Mkt Cap: $26.79B

PRO

  • AIB Q1 2026 ha mantenuto guidance annuale: NII €0,92B, CET1 16,0% e credito impairment contenuto nelle fonti ufficiali.
  • La banca distribuisce capitale: il piano 2025 include buyback €1B e dividendi rilevanti, supportati da CET1 16,2% a fine 2025.
  • P/E 10,8x, forward P/E 10,3x e margini netti 49% sono interessanti per una banca europea con RoTE 2025 indicato al 25%.
  • Il titolo è solo 1,8% sotto il massimo a 52 settimane, segnale che il mercato premia stabilità, capitale e ritorni agli azionisti.

CONTRO

  • Revenue growth -11% e NII Q1 in calo del 3% annuo mostrano pressione da tassi più bassi.
  • Current ratio e debt/equity non disponibili nel dataset: per banche è normale, ma limita confronto quantitativo con altri value.
  • Dopo rerating vicino ai massimi, ulteriori upside dipendono da guidance NII, qualità credito e continuità dei buyback.

Forward P/E Ranking — Top 15

Ordinato per forward P/E crescente. I titoli più in alto sono i meno cari rispetto agli utili attesi.

#TickerNomeSectorFwd P/EClenowROIC
1BGEO.LLION FINANCE GROUP PLC ORD 1PFinancial Services6.85728%
2CAP.PACAPGEMINITechnology8.8012%
3TPEIR.ATPIRAEUS BANK S.A.Financial Services8.84012%
4GGenpact LimitedTechnology8.9015%
5CTSHCognizant Technology SolutionsTechnology10.2016%
6A5G.IRAIB GROUP PLCFinancial Services11.33915%
7BMPS.MIBANCA MONTE PASCHI SIENAFinancial Services12.35615%
82887.TWTS FINANCIAL HOLDING CO LTDFinancial Services12.313917%
9PKO.WAPKO C.XWAR PLNFinancial Services13.34420%
10VCTRVictory Capital Holdings, Inc.Financial Services13.55414%
11TELTE Connectivity plcTechnology14.5016%
122881.TWFUBON FINANCIAL HLDG CO LTDFinancial Services14.93926%
13BRBroadridge Financial SolutionsTechnology15.9019%
14REY.MIREPLYTechnology16.1021%
152059.TWKING SLIDE WORKS COConsumer Cyclical17.336840%

Variazioni vs 7 giorni fa

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1810.HK2059.TW2881.TW2887.TW3231.TW7751.TA5G.IRBGEO.LBMPS.MIBRCAP.PACSU.TOPKO.WAREY.MIRSW.LTGTXTPEIR.ATVCTRZM