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2GB.DE$66.80-1.47%
Fair $66.80+0.0%

2GB.DE

2G Energy AG

Industrials / Specialty Industrial MachineryXETRA

$66.80

-1.00 (-1.47%)

Fairly Valued+0.0%Fair Value $66.80Fund rank 27/100 · Data gapFallback financials|
SA 69/B
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $3.6M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

69/100

B

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 · 2GB.DELocal privado en este navegador · 2G Energy AG
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

$1.2B

P/E

48.4x

↑

EV/EBITDA

27.8x

↑

ROE

16.2%

↑

Gross Margin

39.2%

↑

Debt/Equity

0.05

↓
52-Week Range$67
$25$74

TradingView lightweight chart

2GB.DE price, volumen y niveles de valoración

Último $66.90Periodo +2923.7%
Fair value: $66.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+12.1%

FCF CAGR

+114.8%

FCF margin

10.6%

FCF / Net income

1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $375.6M · net income $23.7M · FCF $39.8M

2021-FY → 2024-FY

Gross margin

39.2%+2.5% pts

Operating margin

8.9%+2.3% pts

Net margin

6.3%+1.6% pts

FCF margin

10.6%+9.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$375.6M$375.6M$365.1M$312.6M$266.3M
Net Income$23.7M$23.7M$17.9M$16.4M$12.6M
EBITDA$41.5M$41.5M$34.6M$28.7M$22.1M
EPS1.321.321.000.910.70
Gross Margin39.2%39.2%36.4%36.7%36.7%
Operating Margin8.9%8.9%7.8%6.7%6.6%
Net Margin6.3%6.3%4.9%5.2%4.7%
Balance Sheet
Debt/Equity0.050.050.070.060.06
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$39.8M$39.8M$3.6M$-4.4M$4.0M
Returns
ROE16.2%16.2%14.5%15.1%13.3%
Valuation
P/E48.4148.4121.8527.7535.67
EV/EBITDA27.8227.8211.2315.6219.69
P/B8.198.193.164.184.76
Growth & Yield
Revenue Growth2.9%2.9%16.8%17.4%—
EPS Growth32.0%32.0%9.9%29.1%—
Dividend Yield0.3%0.3%———

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

65.0%

muy exigente

EPS terminal req.

$5.93

Spread vs growth

-33.0%

5Y implied EPS CAGR

40.3%

muy exigente

EPS terminal req.

$7.17

Spread vs growth

-8.3%

10Y implied EPS CAGR

24.2%

exigente

EPS terminal req.

$11.55

Spread vs growth

7.8%

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 +117.9%

Total return

+117.9%

Start / end P/E

30.8x → 50.7x

EPS bridge

1.00 → 1.32

Residual

+20.7%

EPS growth+32.0%
Multiple rerating+64.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term+20.7%

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.