StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1LHX.MI$266.70-0.37%
Fair $266.70+0.0%

1LHX.MI

1LHX.MI

Industrials / Aerospace & DefenseMilan

$266.70

-1.00 (-0.37%)

Fairly Valued+0.0%Fair Value $266.70Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

48/100

C

Piotroski

7/9

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 · 1LHX.MILocal privado en este navegador · 1LHX.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

$49.7B

P/E

33.8x

↑

EV/EBITDA

16.1x

↑

ROE

8.2%

↑

Gross Margin

25.7%

↑

Debt/Equity

0.57

↑
52-Week Range$267
$211$328

TradingView lightweight chart

1LHX.MI price, volumen y niveles de valoración

Último $275.00Periodo +44.1%
Fair value: $266.70

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

+8.6%

FCF CAGR

+12.1%

FCF margin

12.3%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.86B · net income $1.61B · FCF $2.68B

2022-FY → 2025-FY

Gross margin

25.7%-3.2% pts

Operating margin

9.8%-1.5% pts

Net margin

7.3%+1.1% pts

FCF margin

12.3%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.86B$21.86B$21.32B$19.42B$17.06B
Net Income$1.61B$1.61B$1.50B$1.23B$1.06B
EBITDA$3.75B$3.75B$3.56B$2.93B$2.49B
EPS8.538.537.876.445.49
Gross Margin25.7%25.7%25.9%26.3%28.9%
Operating Margin9.8%9.8%9.4%9.3%11.3%
Net Margin7.3%7.3%7.0%6.3%6.2%
Balance Sheet
Debt/Equity0.570.570.630.700.38
Cash Flow
Free Cash Flow$2.68B$2.68B$2.15B$1.65B$1.91B
Returns
ROE8.2%8.2%7.7%6.5%5.7%
Valuation
P/E33.8033.80———
EV/EBITDA16.0716.07———
P/B2.562.56———
Growth & Yield
Revenue Growth2.5%2.5%9.8%13.8%—
EPS Growth8.4%8.4%22.2%17.3%—
Dividend Yield1.6%1.6%———

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

40.5%

muy exigente

EPS terminal req.

$23.67

Spread vs growth

-32.1%

5Y implied EPS CAGR

27.4%

muy exigente

EPS terminal req.

$28.63

Spread vs growth

-19.0%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$46.12

Spread vs growth

-10.0%

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 +25.9%

Total return

+25.9%

Start / end P/E

27.3x → 31.3x

EPS bridge

7.87 → 8.53

Residual

+1.2%

EPS growth+8.4%
Multiple rerating+14.7%
Dividend+1.6%
Residual / FX / buybacks / cross-term+1.2%

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.