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0HAR.IL$39.53+0.24%
Fair $39.53+0.0%

0HAR.IL

AXA SA

Financial Services / Insurance - DiversifiedIOB

$39.53

+0.09 (+0.24%)

Fairly Valued+0.0%Fair Value $39.53Fund rank 31/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 61.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

37/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 0HAR.ILLocal privado en este navegador · AXA SA
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$90.7B

P/E

13.7x

↑

EV/EBITDA

N/A

•

ROE

20.8%

↑

Gross Margin

N/A

•

Debt/Equity

1.28

↑
52-Week Range$40
$37$45

TradingView lightweight chart

0HAR.IL price, volumen y niveles de valoración

Último $39.53Periodo +151.8%
Fair value: $39.53

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+9.1%

FCF CAGR

+38.2%

FCF margin

20.7%

FCF / Net income

2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $105.92B · net income $9.80B · FCF $21.92B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

9.2%+3.0% pts

FCF margin

20.7%+10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$105.92B$105.92B$103.26B$97.67B$81.46B
Net Income$9.80B$9.80B$7.89B$7.19B$5.06B
EPS4.774.773.633.312.12
Net Margin9.2%9.2%7.6%7.4%6.2%
Balance Sheet
Debt/Equity1.281.281.251.211.38
Current Ratio4.334.33———
Cash Flow
Free Cash Flow$21.92B$21.92B$11.99B$3.52B$8.31B
Returns
ROE20.8%20.8%15.8%14.5%11.0%
Valuation
P/E13.7313.739.389.0212.88
P/B1.721.721.481.341.36
Growth & Yield
Revenue Growth2.6%2.6%5.7%19.9%—
EPS Growth31.5%31.5%9.5%56.1%—
Dividend Yield6.3%6.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-9.7%

fácil

EPS terminal req.

$3.51

Spread vs growth

41.2%

5Y implied EPS CAGR

-2.3%

fácil

EPS terminal req.

$4.24

Spread vs growth

33.8%

10Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$6.84

Spread vs growth

27.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -0.5%

Total return

-0.5%

Start / end P/E

11.7x → 8.3x

EPS bridge

3.63 → 4.77

Residual

-9.2%

EPS growth+31.5%
Multiple rerating-29.1%
Dividend+6.3%
Residual / FX / buybacks / cross-term-9.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.