Home Compare CAP.PA vs REY.MI
Stock Comparison · Industry comparison · Information Technology Service

Capgemini vs Reply S.p.A.: Which Stock Looks Stronger in 2026?

Reply S.p.A holds the cleaner structural position, with the lead spread across profitability and growth. Capgemini SE does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the STOXX 600 universe, making them directly comparable.

Updated 2026-07-05

The lead is spread across profitability and growth, rather than sitting in one isolated gap. Reply S.p.A. leads by 22 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Information Technology Services

This comparison is based on industry proximity, not on functional trajectory similarity. CAP.PA and REY.MI share the same industry classification.

For a similarity-based comparison, see how Capgemini SE and Reply S.p.A each position within their functional peer groups in AssetNext.

Peer-Relative Score
CAP.PA
Capgemini SE
43
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
REY.MI
Reply S.p.A.
65
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: CAP.PA vs REY.MI Profitability 20 71 Stability 40 36 Valuation 79 74 Growth 25 70 CAP.PA REY.MI
Gap Ranking
#1 Profitability +51
#2 Growth +45
#3 Valuation +5
#4 Stability +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CAP.PA and REY.MI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CAP.PAREY.MI Relative valuation Structural strength

Reply S.p.A. occupies the cheaper side of the setup map, although Capgemini SE still holds the stronger structural profile.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where CAP.PA and REY.MI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CAP.PA Lower · below norm 0th 50th 100th 12 pct gap REY.MI Lower · below norm 0th 50th 100th 1st 13th
CAP.PA (1st percentile) and REY.MI (13th percentile) both sit in the lower portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, Reply S.p.A. ranks near the top of the group; Capgemini SE sits in the weaker half.
Growth
On growth, the gap still runs the same way: Reply S.p.A. sits near the top of the group, while Capgemini SE remains in the weaker half.
Profitability — Dominant Gap
CAP.PA
20
REY.MI
71
Gap+51in favour of REY.MI

Capital efficiency adds support, with a 16.2-point ROIC advantage.

What else supports the lead

Growth also supports the lead, so the result is broader than one isolated gap.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the CAP.PA vs REY.MI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how CAP.PA and REY.MI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.