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v0.1
1TY.DE$39.16+1.17%
Fair $39.16+0.0%

1TY.DE

Prosus N.V.

Consumer Cyclical / Internet RetailXETRA

$39.16

+0.46 (+1.17%)

Fairly Valued+0.0%Fair Value $39.16Fund rank 25/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 17%

FCF escenarios

weak_data · normalized FCF $978.0M · quality 41.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

57/100

C

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1TY.DELocal privado en este navegador · Prosus N.V.
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

$83.5B

P/E

7.9x

↓

EV/EBITDA

7.7x

↓

ROE

24.2%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.32

↓
52-Week Range$39
$37$62

TradingView lightweight chart

1TY.DE price, volumen y niveles de valoración

Último $39.21Periodo +1.7%
Fair value: $39.16

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

+5.7%

FCF CAGR

—

FCF margin

29.4%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.17B · net income $12.37B · FCF $1.81B

2022-FY → 2025-FY

Gross margin

42.5%+16.3% pts

Operating margin

2.6%+17.6% pts

Net margin

200.4%-158.4% pts

FCF margin

29.4%+45.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.17B$6.17B$5.47B$4.95B$5.22B
Net Income$12.37B$12.37B$6.61B$10.11B$18.73B
EBITDA$13.37B$13.37B$7.75B$10.48B$19.16B
EPS5.115.112.533.635.65
Gross Margin42.5%42.5%40.6%33.1%26.3%
Operating Margin2.6%2.6%-3.0%-7.8%-15.0%
Net Margin200.4%200.4%120.8%204.4%358.9%
Balance Sheet
Debt/Equity0.320.320.390.360.32
Current Ratio3.663.66———
Cash Flow
Free Cash Flow$1.81B$1.81B$978.0M$-383.0M$-847.0M
Returns
ROE24.2%24.2%16.0%22.7%37.2%
Valuation
P/E7.917.9111.578.893.91
EV/EBITDA7.747.7411.619.114.13
P/B1.851.851.841.991.44
Growth & Yield
Revenue Growth12.9%12.9%10.5%-5.2%—
EPS Growth102.0%102.0%-30.3%-35.8%—
Dividend Yield0.5%0.5%———

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

-12.1%

fácil

EPS terminal req.

$3.48

Spread vs growth

114.0%

5Y implied EPS CAGR

-3.8%

fácil

EPS terminal req.

$4.21

Spread vs growth

105.8%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$6.77

Spread vs growth

99.1%

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 -12.2%

Total return

-12.2%

Start / end P/E

17.7x → 7.7x

EPS bridge

2.53 → 5.11

Residual

-57.9%

EPS growth+102.0%
Multiple rerating-56.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-57.9%

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.