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1ITW.MI$209.10-2.01%
Fair $209.10+0.0%

1ITW.MI

1ITW.MI

Industrials / Specialty Industrial MachineryMilan

$209.10

-4.30 (-2.01%)

Fairly Valued+0.0%Fair Value $209.10Fund rank 31/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
High Debt

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 56.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

25/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Debt-to-Equity ratio is 2.86, above the 2.0 threshold
Thesis & Journal · 1ITW.MILocal privado en este navegador · 1ITW.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

$60.2B

P/E

22.6x

↑

EV/EBITDA

14.9x

↑

ROE

95.1%

↑

Gross Margin

44.1%

↑

Debt/Equity

2.86

↑
52-Week Range$209
$210$254

TradingView lightweight chart

1ITW.MI price, volumen y niveles de valoración

Último $213.40Periodo -2.8%
Fair value: $209.10

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

+0.2%

FCF CAGR

+11.8%

FCF margin

16.9%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.04B · net income $3.07B · FCF $2.71B

2022-FY → 2025-FY

Gross margin

44.1%+3.3% pts

Operating margin

26.3%+2.5% pts

Net margin

19.1%+0.1% pts

FCF margin

16.9%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.04B$16.04B$15.90B$16.11B$15.93B
Net Income$3.07B$3.07B$3.49B$2.96B$3.03B
EBITDA$4.66B$4.66B$5.11B$4.48B$4.46B
EPS10.4910.4911.719.749.77
Gross Margin44.1%44.1%44.3%42.2%40.8%
Operating Margin26.3%26.3%26.8%25.1%23.8%
Net Margin19.1%19.1%21.9%18.4%19.0%
Balance Sheet
Debt/Equity2.862.862.442.782.57
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$2.71B$2.71B$2.84B$3.08B$1.94B
Returns
ROE95.1%95.1%105.2%98.2%98.3%
Valuation
P/E22.6322.63———
EV/EBITDA14.9314.93———
P/B18.9518.95———
Growth & Yield
Revenue Growth0.9%0.9%-1.3%1.1%—
EPS Growth-10.4%-10.4%20.2%-0.3%—
Dividend Yield2.6%2.6%———

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

20.9%

exigente

EPS terminal req.

$18.55

Spread vs growth

-31.4%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$22.45

Spread vs growth

-26.9%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$36.16

Spread vs growth

-23.6%

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 · available periodreconcilia total -2.2%

Total return

-2.2%

Start / end P/E

18.8x → 19.9x

EPS bridge

11.71 → 10.49

Residual

-0.7%

EPS growth-10.4%
Multiple rerating+6.3%
Dividend+2.6%
Residual / FX / buybacks / cross-term-0.7%

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.