Discounted for Weak Margins and Efficiency
Alstom trades at a discount because margins and efficiency lag far behind. ROIC at 2.1% and a falling 4.8% margin show the business is seen as risky. In rail, long project cycles make the gap even harder to close. Cheap, but for a reason.
Published by AssetNext · 2026-04-24
| Date | Signal | Peer score | Drawdown | 21d vs sector |
|---|---|---|---|---|
| 2026-04-22 | Structural weakness emerging | 27 | -43.0% | -38.5% |
| 2026-04-16 | Structural weakness emerging | 27 | -23.5% | -10.5% |
| 2026-04-10 | Structural weakness emerging | 26 | -22.4% | -13.0% |
Break down ALO.PA's structural position across all peer dimensions with the interactive app.