N72

Is the true quality of a business reflected in its market price? N72 bridges the gap between rigorous financial research and strategic operational insight to uncover and build sustainable value. We provide investors and leaders with clarity in complex markets through two synergistic offerings: Semiconductor Value Insights (SVI): We deliver independent Business Quality Ratings (BQR) for the semiconductor sector and adjacent industries. Inspired by the deep fundamental analysis principles of Value Investing (Graham, Buffett) and the rigor of Nissim (2024), our proprietary BQR methodology assesses Earnings Quality (EQR), Value Creation (VCR), and Governance Quality (GQR). Our selective, Michelin-inspired 3-star system identifies truly exceptional companies, moving beyond simplistic buy/sell calls. Disclaimer: N72 SVI reports and ratings are for informational purposes only and do not constitute investment advice. Value Development Advisory (VDA): Leveraging the powerful analytical engine behind SVI, our VDA services help growth companies (industrial, tech, PME/ETI) and Family Offices enhance their performance and long-term viability. Using the N72 Value Compass™ (our actionable 6-Pillar framework), we provide diagnostics, performance improvement plans, credit scoring enhancement, and board advisory to build resilient, high-quality businesses ready for sustainable growth. Our unique approach combines financial expertise with a deep understanding of operational drivers, empowering better investment and strategic decisions. N72 is committed to independence, objectivity, and actionable insights. N72 SAS is a proud member of Finance Innovation, contributing to the advancement of the financial ecosystem. RCS Paris 937 811 743 | 32-34 Avenue Kleber, 75116 Paris, France Contact us to explore our insights or advisory services.