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?

The structural profiles are close, with Reply S.p.A carrying a narrow edge on profitability. Capgemini SE still has the edge on stability, which keeps the comparison from looking entirely one-sided. 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.

Updated 2026-04-05

The clearest separation starts in profitability, with growth adding a second layer of support.

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
47
Peer-Score
Signal qualityMedium
vs
REY.MI
Reply S.p.A.
52
Peer-Score
Signal qualityHigh

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

The largest gaps do not all point in the same direction.

Dimension spread: CAP.PA vs REY.MI Profitability 24 44 Stability 42 26 Valuation 78 79 Growth 40 50 CAP.PA REY.MI
Gap Ranking
#1 Profitability +20
#2 Stability +16
#3 Growth +10
#4 Valuation +1
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

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

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

Relative Position vs Comparable Companies
Profitability
Profitability also leans toward Reply S.p.A., reinforcing the broader structural lead.
Stability
Capgemini SE sits higher in the group on stability, adding to the overall structural advantage.
Profitability — Dominant Gap
CAP.PA
24
REY.MI
44
Gap+20in favour of REY.MI

Capital efficiency adds support, with a 11.7-point ROIC advantage.

What keeps the gap from being one-sided

There is still a strong counterforce in stability, so the lead stays clear without becoming a sweep.

What this means for the comparison

The lead is built on both profitability and stability — though stability still provides a counterweight.

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-stability 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.

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.