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ALV.DE$374.90-1.76%
Fair $374.90+0.0%

ALV.DE

Allianz SE

Financial Services / Insurance - DiversifiedXETRA

$374.90

-6.70 (-1.76%)

Fairly Valued+0.0%Fair Value $374.90Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 62.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · ALV.DELocal privado en este navegador · Allianz SE
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

$142.2B

P/E

12.1x

↓

EV/EBITDA

N/A

•

ROE

17.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.56

↑
52-Week Range$375
$333$397

TradingView lightweight chart

ALV.DE price, volumen y niveles de valoración

Último $374.90Periodo +18.1%
Fair value: $374.90

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

+19.8%

FCF CAGR

+23.7%

FCF margin

22.5%

FCF / Net income

2.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $137.45B · net income $10.78B · FCF $30.94B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

7.8%-0.2% pts

FCF margin

22.5%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$137.45B$137.45B$139.95B$119.67B$79.86B
Net Income$10.78B$10.78B$9.93B$8.54B$6.42B
EPS27.6727.6725.1821.1815.48
Net Margin7.8%7.8%7.1%7.1%8.0%
Balance Sheet
Debt/Equity0.560.560.580.510.54
Current Ratio174.87174.87———
Cash Flow
Free Cash Flow$30.94B$30.94B$29.99B$22.32B$16.33B
Returns
ROE17.2%17.2%16.5%14.7%11.8%
Valuation
P/E12.1112.1111.7611.5213.68
P/B2.292.291.911.661.58
Growth & Yield
Revenue Growth-1.8%-1.8%16.9%49.8%—
EPS Growth9.9%9.9%18.9%36.8%—
Dividend Yield4.5%4.5%———

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

6.3%

razonable

EPS terminal req.

$33.27

Spread vs growth

3.6%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$40.25

Spread vs growth

2.1%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$64.83

Spread vs growth

1.0%

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 +11.4%

Total return

+11.4%

Start / end P/E

13.9x → 13.5x

EPS bridge

25.18 → 27.67

Residual

-0.3%

EPS growth+9.9%
Multiple rerating-2.7%
Dividend+4.5%
Residual / FX / buybacks / cross-term-0.3%

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.