JCDXY (JCDecaux SE) vs S&P 500 Comparison

JCDXY

S&P 500

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

JCDXY

S&P 500

Difference

1Y 3Y 5Y 10Y 15Y 20Y

JCDXY

S&P 500

Add Stock

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

S&P 500

JCDXY

PUB

OMC

002027

INF

Add Stock

1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

JCDecaux SE
Glance View

Market Cap

2.2B USD

Industry

Media

JCDecaux SE, a name synonymous with innovative outdoor advertising, has its roots tracing back to 1964 when Jean-Claude Decaux founded the company in France. At its core, JCDecaux transformed the industry landscape by offering a unique blend of advertising and utility through its pioneering model—providing public amenities like bus shelters, public toilets, and street furniture in exchange for the rights to display advertisements on them. This clever integration of service and marketing created a win-win for both municipalities, who benefited from the infrastructure without directly incurring costs, and advertisers, who gained prominent exposure to urban audiences. The company's commitment to high-design aesthetics and functionality has allowed it to not only maintain relationships with cities globally but also expand its footprint into new markets through these partnerships that prioritize urban enhancement. The business thrives on a diversified revenue stream anchored in three primary segments: street furniture, transport, and billboard advertising. Street furniture, the heart of JCDecaux's operations, constitutes the largest portion of its income as it taps into high-traffic urban areas worldwide. Meanwhile, the transport segment has grown significantly, leveraging spaces like airports, train stations, and metros to reach the bustling travel audience. Lastly, billboards, though a more traditional form of advertising, complement JCDecaux's portfolio by offering larger-than-life visibility. Innovation stays central to their strategy, with digital out-of-home advertising rising in prominence, promising dynamic, data-driven ad deployment. In this ecosystem, JCDecaux maintains a delicate balance of creativity, technology, and strategic partnership, ensuring its resilience and adaptability in the ever-evolving advertising landscape.

View JCDXY Analysis

JCDXY Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

FR		Publicis Groupe SA PAR:PUB	Add
US		Omnicom Group Inc NYSE:OMC	Add
CN	F	Focus Media Information Technology Co Ltd SZSE:002027	Add
UK		Informa PLC LSE:INF	Add
US		Interpublic Group of Companies Inc NYSE:IPG	Add
UK		WPP PLC LSE:WPP	Add
JP		Dentsu Group Inc TSE:4324	Add
JP		CyberAgent Inc TSE:4751	Add
CN		Leo Group Co Ltd SZSE:002131	Add
FR		JCDecaux SA OTC:JCDXF	Add

FR		Publicis Groupe SA PAR:PUB	Select
US		Omnicom Group Inc NYSE:OMC	Select
CN	F	Focus Media Information Technology Co Ltd SZSE:002027	Select
UK		Informa PLC LSE:INF	Select
US		Interpublic Group of Companies Inc NYSE:IPG	Select
UK		WPP PLC LSE:WPP	Select
JP		Dentsu Group Inc TSE:4324	Select
JP		CyberAgent Inc TSE:4751	Select
CN		Leo Group Co Ltd SZSE:002131	Select
FR		JCDecaux SA OTC:JCDXF	Select

FR		Publicis Groupe SA PAR:PUB	Add
US		Omnicom Group Inc NYSE:OMC	Add
CN	F	Focus Media Information Technology Co Ltd SZSE:002027	Add
UK		Informa PLC LSE:INF	Add
US		Interpublic Group of Companies Inc NYSE:IPG	Add
UK		WPP PLC LSE:WPP	Add
JP		Dentsu Group Inc TSE:4324	Add
JP		CyberAgent Inc TSE:4751	Add
CN		Leo Group Co Ltd SZSE:002131	Add
FR		JCDecaux SA OTC:JCDXF	Add

	Franklin Covey Co NYSE:FC	30.6 USD 2.55%
	Mohawk Industries Inc NYSE:MHK	114.3 USD 3.05%
	Ardmore Shipping Corp NYSE:ASC	9.89 USD 0.41%
	ASGN Inc NYSE:ASGN	68.05 USD 1.52%
	Skyworks Solutions Inc NASDAQ:SWKS	69.4 USD 3.29%
	Weatherford International PLC NASDAQ:WFRD	53.11 USD 2.35%

	Johnson & Johnson NYSE:JNJ	162.81 USD -0.11%
	Bank of America Corp NYSE:BAC	40.89 USD 3.08%
	Mastercard Inc NYSE:MA	527.64 USD 1.5%
	Salesforce Inc NYSE:CRM	279.4 USD 2.82%
	Abbvie Inc NYSE:ABBV	211.77 USD 0.1%
	Home Depot Inc NYSE:HD	351.31 USD 1.17%

JCDXY

vs

S&P 500

Stocks Performance
JCDXY vs S&P 500

Performance Gap
JCDXY vs S&P 500

Performance By Year
JCDXY vs S&P 500

Competitors Performance
JCDecaux SE vs Peers

JCDecaux SE
Glance View

Company

Help

Tools

Stocks

UK	E	Eight Capital Partners PLC F:ECS	Add
IN	S	SAB Industries Ltd BSE:539112	Add
US	G	GE Vernova LLC NYSE:GEV	Add
NL	N	Nepi Rockcastle NV JSE:NRP	Add
US		Schlumberger NV NYSE:SLB	Add
US	B	Baker Hughes Co NASDAQ:BKR	Add
ID		Amman Mineral Internasional Tbk PT IDX:AMMN	Add
CH	G	Galderma Group AG SIX:GALD	Add
US	R	Reddit Inc NYSE:RDDT	Add
US		Halliburton Co NYSE:HAL	Add

	Arista Networks Inc NYSE:ANET	83.51 USD 4.21%
	Visa Inc NYSE:V	331.8 USD 0.99%
	Texas Pacific Land Corp NYSE:TPL	1 321.07 USD 5.28%
	KLA Corp NASDAQ:KLAC	713 USD 4.62%
	Manhattan Associates Inc NASDAQ:MANH	172.5 USD 5.5%
	Monolithic Power Systems Inc NASDAQ:MPWR	606.06 USD 6.1%

	ServiceNow Inc NYSE:NOW	844.33 USD 4.03%
	EOG Resources Inc NYSE:EOG	123.92 USD 2.34%
	Monster Beverage Corp NASDAQ:MNST	55.09 USD 1.38%
	Copart Inc NASDAQ:CPRT	52.65 USD 0.67%
	Applied Materials Inc NASDAQ:AMAT	155.66 USD 3.81%
	Airbnb Inc NASDAQ:ABNB	122.86 USD 2.92%

	Johnson & Johnson NYSE:JNJ	162.81 USD -0.11%
	Berkshire Hathaway Inc NYSE:BRK.A	771 250 USD 1.89%
	Bank of America Corp NYSE:BAC	40.89 USD 3.08%
	Mastercard Inc NYSE:MA	527.64 USD 1.5%
	UnitedHealth Group Inc NYSE:UNH	488.65 USD 1.48%
	Exxon Mobil Corp NYSE:XOM	111.9 USD 2.97%

JCDXY vs S&P 500

Stocks Performance JCDXY vs S&P 500

Performance Gap JCDXY vs S&P 500

Performance By Year JCDXY vs S&P 500

Competitors Performance JCDecaux SE vs Peers

JCDecaux SE Glance View

Company

Help

Tools

Stocks

JCDXY

vs

S&P 500

Stocks Performance
JCDXY vs S&P 500

Performance Gap
JCDXY vs S&P 500

Performance By Year
JCDXY vs S&P 500

Competitors Performance
JCDecaux SE vs Peers

JCDecaux SE
Glance View