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AKZA.AS$66.04+0.58%
Fair $66.04+0.0%

AKZA.AS

Akzo Nobel N.V.

Basic Materials / Specialty ChemicalsAmsterdam

$66.04

+0.38 (+0.58%)

Fairly Valued+0.0%Fair Value $66.04Fund rank 29/100 · Data gapFallback financials|
SA 55/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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $606.0M · quality 53.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

55/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · AKZA.ASLocal privado en este navegador · Akzo Nobel 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

$11.3B

P/E

18.2x

↑

EV/EBITDA

9.2x

↓

ROE

13.6%

↑

Gross Margin

39.9%

↑

Debt/Equity

1.04

↑
52-Week Range$66
$46$68

TradingView lightweight chart

AKZA.AS price, volumen y niveles de valoración

Último $66.04Periodo +16.4%
Fair value: $66.04

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

-2.2%

FCF CAGR

—

FCF margin

6.0%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.16B · net income $635.0M · FCF $606.0M

2022-FY → 2025-FY

Gross margin

39.9%+3.7% pts

Operating margin

11.5%+4.9% pts

Net margin

6.3%+3.0% pts

FCF margin

6.0%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.16B$10.16B$10.71B$10.67B$10.85B
Net Income$635.0M$635.0M$542.0M$442.0M$352.0M
EBITDA$1.59B$1.59B$1.40B$1.33B$1.08B
EPS3.693.693.162.582.01
Gross Margin39.9%39.9%40.5%39.7%36.2%
Operating Margin11.5%11.5%8.6%9.6%6.5%
Net Margin6.3%6.3%5.1%4.1%3.2%
Balance Sheet
Debt/Equity1.041.041.171.291.36
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$606.0M$606.0M$367.0M$840.0M$-29.0M
Returns
ROE13.6%13.6%11.8%10.2%8.1%
Valuation
P/E18.2418.2417.7227.4432.49
EV/EBITDA9.209.209.7712.1314.75
P/B2.442.442.102.812.64
Growth & Yield
Revenue Growth-5.2%-5.2%0.4%-1.6%—
EPS Growth16.8%16.8%22.5%28.4%—
Dividend Yield3.0%3.0%———

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

16.7%

exigente

EPS terminal req.

$5.86

Spread vs growth

0.1%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$7.09

Spread vs growth

2.8%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$11.42

Spread vs growth

4.8%

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 +15.9%

Total return

+15.9%

Start / end P/E

18.5x → 17.9x

EPS bridge

3.16 → 3.69

Residual

-0.6%

EPS growth+16.8%
Multiple rerating-3.3%
Dividend+3.0%
Residual / FX / buybacks / cross-term-0.6%

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.