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Euronext NV Unsponsored ADR (ERNXY)
OTHER OTC:ERNXY
US Market
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Euronext NV Unsponsored ADR (ERNXY) AI Stock Analysis

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ERNXY

Euronext NV Unsponsored ADR

(OTC:ERNXY)

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Outperform 80 (OpenAI - 5.2)
Rating:80Outperform
Price Target:
$42.00
▲(9.86% Upside)
Action:Reiterated
Date:08/03/26
The score is driven primarily by strong financial performance (high and improving profitability plus solid cash generation) and a supportive uptrend versus key moving averages. The latest earnings call reinforces momentum with broad-based double-digit growth and margin expansion, while valuation is the main constraint given a P/E near 23 (partly offset by a ~2% dividend yield).
Positive Factors
Margin expansion & profitability
Euronext reported very high and improving operating margins (adjusted EBITDA margin 66.1%, +2.3pp). Durable margin expansion reflects pricing power, operating leverage, and high-margin data/index services, supporting sustainable cash generation and robustness through business cycles.
Negative Factors
Meaningful absolute debt levels
Although leverage ratios are manageable, the company carries sizeable absolute debt which can amplify risk in weaker market cycles. Large nominal obligations may constrain strategic flexibility, increase financing sensitivity, and raise refinancing risk during adverse liquidity conditions.
Read all positive and negative factors
Positive Factors
Negative Factors
Margin expansion & profitability
Euronext reported very high and improving operating margins (adjusted EBITDA margin 66.1%, +2.3pp). Durable margin expansion reflects pricing power, operating leverage, and high-margin data/index services, supporting sustainable cash generation and robustness through business cycles.
Read all positive factors

Euronext NV Unsponsored ADR (ERNXY) vs. SPDR S&P 500 ETF (SPY)

Euronext NV Unsponsored ADR Business Overview & Revenue Model

Company Description
Euronext N.V. manages and operates a network of securities and derivatives exchanges spanning Continental Europe, Ireland, and Norway. The company delivers a comprehensive array of exchange and corporate services, including the listing of various ...
How the Company Makes Money
Euronext primarily makes money by charging fees and earning recurring revenues across the trade lifecycle and from information and technology services. Key revenue streams typically include: (1) Trading services: transaction and clearing-related f...

Euronext NV Unsponsored ADR Earnings Call Summary

Earnings Call Date:Jul 30, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call presented a strongly positive operational and financial performance: record revenue, broad‑based double‑digit growth across revenue, EBITDA, net income and EPS, margin expansion and strong cash generation. Key strategic initiatives (Power Futures, CSD expansion, French sovereign index appointment, Athens and Admincontrol integrations) are progressing and contributing to growth. Challenges flagged—FX revenue decline, higher non‑cash charges, one‑off integration costs, large cash outflows, gradual adoption risk for CSD, pricing pressure and as‑yet unquantified AI savings—are notable but relatively limited compared with the scale of positive results and momentum.
Positive Updates
Record Revenue and Double‑Digit Earnings Growth
Total underlying revenue and income reached EUR 544.4m, up 16.9% year‑on‑year. Adjusted EBITDA rose to EUR 360.0m (up ~21.1% y/y) with an adjusted EBITDA margin of 66.1% (+2.3 percentage points). Adjusted net income increased 19.9% to EUR 245.0m and adjusted EPS rose 19.8% to EUR 2.42.
Negative Updates
FX Revenue Decline
FX trading revenue decreased by 7.9% y/y to EUR 8.5m (like‑for‑like and at current currencies revenue fell 5.6%), attributed to normalized volatility and U.S. dollar depreciation impacts on reported figures.
Read all updates
Q2-2026 Updates
Negative
Record Revenue and Double‑Digit Earnings Growth
Total underlying revenue and income reached EUR 544.4m, up 16.9% year‑on‑year. Adjusted EBITDA rose to EUR 360.0m (up ~21.1% y/y) with an adjusted EBITDA margin of 66.1% (+2.3 percentage points). Adjusted net income increased 19.9% to EUR 245.0m and adjusted EPS rose 19.8% to EUR 2.42.
Read all positive updates
Company Guidance
Management said Euronext is “tracking significantly ahead” of its Innovate for Growth 2027 targets (originally above 5% CAGR for revenue and EBITDA) but will not formally revise guidance now — any update is likely when Q3 results are published (November) once AI-driven efficiency impacts are clearer. In Q2 they delivered underlying revenue of €544.4m (+16.9% yoy), adjusted EBITDA €360m (+21.1%) with a 66.1% margin (+2.3pp), adjusted net income €245m (+19.9%) and adjusted EPS €2.42 (+19.8%); underlying operating expenses excl. D&A were €184.4m (+9.5%, +3.5% excl. acquisitions). They highlighted non‑volume revenue at 58% of total (+15.2%) covering 170% of underlying op. expenses, volume‑related revenue +19.2%, assets under custody €8.1tn (June +8.8%/first 7 months +10.5%), net cash from operations €185.5m (57.3% of EBITDA ex. working capital), cash >€1bn, net debt/LTM EBITDA 1.3x (1.5x ex. €228m Nord Pool cash‑in‑transit), and recent cash uses of €322m dividends, €386m bond redemption and $89m paid for Power Futures migration.

Euronext NV Unsponsored ADR Financial Statement Overview

Summary
Strong, high-quality fundamentals: very high and improving margins, solid revenue trend, and strong free-cash-flow conversion. Balance sheet leverage appears manageable and improving, though absolute debt and some cash-flow volatility/working-capital swings are key watch items.
Income Statement
88
Very Positive
Balance Sheet
74
Positive
Cash Flow
81
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.97B1.75B1.62B1.47B1.41B1.29B
Gross Profit1.75B1.55B1.16B1.10B1.04B958.49M
EBITDA1.29B1.11B975.60M904.96M811.76M756.32M
Net Income707.04M617.53M585.60M513.57M437.83M413.34M
Balance Sheet
Total Assets415.02B327.49B209.39B189.51B175.14B145.91B
Cash, Cash Equivalents and Short-Term Investments373.50B1.66B1.74B176.46B168.01B961.95M
Total Debt3.03B3.47B3.12B3.11B3.09B3.13B
Total Liabilities410.22B322.76B204.99B185.42B171.10B142.14B
Stockholders Equity4.61B4.54B4.25B3.95B3.91B3.65B
Cash Flow
Free Cash Flow1.15B682.20M621.36M723.04M516.97M476.12M
Operating Cash Flow1.21B812.10M708.60M826.07M616.49M543.71M
Investing Cash Flow-109.64M-387.70M-37.07M157.91M-122.58M-4.22B
Financing Cash Flow-751.37M-495.10M-441.67M-522.21M-282.37M3.84B

Euronext NV Unsponsored ADR Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
85
Outperform
$101.15B23.7415.53%4.00%5.10%14.78%
82
Outperform
$31.16B23.1825.75%1.01%11.68%50.39%
80
Outperform
$18.36B23.0015.52%1.95%22.51%17.00%
79
Outperform
$130.75B26.9915.47%0.87%9.67%26.18%
77
Outperform
$54.15B27.9216.31%1.16%7.35%31.93%
76
Outperform
$90.53B22.6813.81%1.24%12.60%35.84%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ERNXY
Euronext NV Unsponsored ADR
37.24
4.76
14.65%
CBOE
Cboe Global Markets
298.38
66.37
28.61%
CME
CME Group
281.29
28.54
11.29%
ICE
Intercontinental Exchange
161.26
-10.44
-6.08%
SPGI
S&P Global
443.51
-68.25
-13.34%
NDAQ
Nasdaq
96.88
3.08
3.28%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 03, 2026