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ACE.MI$22.36+0.27%
Fair $22.36+0.0%

ACE.MI

ACEA S.p.A.

Utilities / Utilities - DiversifiedMilan

$22.36

+0.06 (+0.27%)

Fairly Valued+0.0%Fair Value $22.36Fund rank 20/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9
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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $235.5M · quality 22.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

39/100

D

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: 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 2.02, above the 2.0 threshold
Thesis & Journal · ACE.MILocal privado en este navegador · ACEA S.p.A.
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

$4.8B

P/E

12.7x

↓

EV/EBITDA

6.9x

↓

ROE

17.3%

↑

Gross Margin

95.7%

↑

Debt/Equity

2.02

↑
52-Week Range$22
$19$27

TradingView lightweight chart

ACE.MI price, volumen y niveles de valoración

Último $22.36Periodo +73.7%
Fair value: $22.36

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

-18.2%

FCF CAGR

—

FCF margin

8.6%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.75B · net income $480.6M · FCF $235.5M

2022-FY → 2025-FY

Gross margin

95.7%-1.5% pts

Operating margin

27.1%+14.8% pts

Net margin

17.5%+11.9% pts

FCF margin

8.6%+12.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.75B$2.75B$2.74B$4.49B$5.03B
Net Income$480.6M$480.6M$331.6M$293.9M$279.7M
EBITDA$1.41B$1.41B$1.31B$1.28B$1.18B
EPS2.262.261.561.381.31
Gross Margin95.7%95.7%95.7%97.3%97.2%
Operating Margin27.1%27.1%26.9%14.4%12.4%
Net Margin17.5%17.5%12.1%6.5%5.6%
Balance Sheet
Debt/Equity2.022.022.212.332.27
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$235.5M$235.5M$320.7M$-31.8M$-171.3M
Returns
ROE17.3%17.3%13.2%12.4%12.2%
Valuation
P/E12.7012.7011.6910.0410.33
EV/EBITDA6.926.926.816.386.38
P/B1.711.711.551.241.26
Growth & Yield
Revenue Growth0.3%0.3%-38.9%-10.7%—
EPS Growth44.9%44.9%12.6%5.3%—
Dividend Yield4.3%4.3%———

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

-4.2%

fácil

EPS terminal req.

$1.98

Spread vs growth

49.1%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$2.40

Spread vs growth

43.7%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$3.87

Spread vs growth

39.4%

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 +6.8%

Total return

+6.8%

Start / end P/E

14.0x → 9.9x

EPS bridge

1.56 → 2.26

Residual

-13.1%

EPS growth+44.9%
Multiple rerating-29.2%
Dividend+4.3%
Residual / FX / buybacks / cross-term-13.1%

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.