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1CEG.MI$224.95-3.54%
Fair $224.95+0.0%

1CEG.MI

1CEG.MI

Utilities / Utilities - Independent Power ProducersMilan

$224.95

-8.25 (-3.54%)

Fairly Valued+0.0%Fair Value $224.95Fund rank 25/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-5.0B · quality 48.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

31/100

D

Piotroski

5/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1CEG.MILocal privado en este navegador · 1CEG.MI
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

$81.2B

P/E

22.7x

↑

EV/EBITDA

12.8x

↑

ROE

16.0%

↑

Gross Margin

18.4%

↓

Debt/Equity

0.62

↓
52-Week Range$225
$208$349

TradingView lightweight chart

1CEG.MI price, volumen y niveles de valoración

Último $224.95Periodo -4.8%
Fair value: $224.95

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

+1.5%

FCF CAGR

—

FCF margin

5.0%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.53B · net income $2.32B · FCF $1.29B

2022-FY → 2025-FY

Gross margin

18.4%+9.6% pts

Operating margin

16.4%+18.1% pts

Net margin

9.1%+9.7% pts

FCF margin

5.0%+21.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.53B$25.53B$23.57B$24.92B$24.44B
Net Income$2.32B$2.32B$3.75B$1.62B$-160.0M
EBITDA$5.96B$5.96B$7.03B$4.76B$1.56B
EPS7.407.4011.895.01-0.49
Gross Margin18.4%18.4%25.4%13.0%8.7%
Operating Margin16.4%16.4%20.6%9.6%-1.7%
Net Margin9.1%9.1%15.9%6.5%-0.7%
Balance Sheet
Debt/Equity0.620.620.640.850.52
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$1.29B$1.29B$-5.03B$-7.72B$-4.04B
Returns
ROE16.0%16.0%28.5%14.9%-1.5%
Valuation
P/E22.7522.75———
EV/EBITDA12.7512.75———
P/B4.874.87———
Growth & Yield
Revenue Growth8.3%8.3%-5.4%2.0%—
EPS Growth-37.8%-37.8%137.3%1123.9%—
Dividend Yield0.6%0.6%———

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

39.2%

muy exigente

EPS terminal req.

$19.96

Spread vs growth

-77.0%

5Y implied EPS CAGR

26.7%

muy exigente

EPS terminal req.

$24.15

Spread vs growth

-64.5%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$38.90

Spread vs growth

-55.8%

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 -18.5%

Total return

-18.5%

Start / end P/E

23.4x → 30.4x

EPS bridge

11.89 → 7.40

Residual

-11.3%

EPS growth-37.8%
Multiple rerating+30.0%
Dividend+0.6%
Residual / FX / buybacks / cross-term-11.3%

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.