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AVAV$170.58-7.14%
Fair $170.58+0.0%

AVAV

AeroVironment, Inc.

Industrials / Aerospace & DefenseNasdaqGS

$170.58

-13.11 (-7.14%)

Fairly Valued+0.0%Fair Value $170.58Fund rank 27/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
Low Profitability

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 25%

FCF escenarios

weak_data · normalized FCF $-9.2M · quality 53.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

47/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 1unknown: 16
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. ROE is 4.9%, below the 5% threshold
Thesis & Journal · AVAVLocal privado en este navegador · AeroVironment, Inc.
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

$8.6B

P/E

110.1x

↑

EV/EBITDA

58.3x

↑

ROE

4.9%

↓

Gross Margin

38.8%

↑

Debt/Equity

0.07

↓
52-Week Range$171
$156$418

TradingView lightweight chart

AVAV price, volumen y niveles de valoración

Último $170.58Periodo +612.8%
Fair value: $170.58

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+8.3%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $820.6M · net income $43.6M · FCF $-24.1M

2010-FY → 2025-FY

Gross margin

38.8%+0.0% pts

Operating margin

7.2%-4.8% pts

Net margin

5.3%-3.0% pts

FCF margin

-2.9%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$820.6M$820.6M$716.7M$540.5M$445.7M———$271.1M$228.9M$233.7M$259.4M$251.7M$240.2M$325.0M$292.5M$249.5M
Net Income$43.6M$43.6M$59.7M$-176.2M$-4.2M$23.3M$41.1M$47.4M$17.6M$13.1M$9.0M$13.1M$13.7M$10.4M$30.5M$25.9M$20.7M
EBITDA$82.8M$82.8M$103.2M$-79.0M$47.1M$62.6M$57.0M$41.5M$36.4M$25.8M$23.9M$10.4M$21.6M$14.7M$52.0M$44.5M$38.9M
EPS1.551.552.18-7.04-0.170.961.711.970.750.560.390.130.600.471.361.170.94
Gross Margin38.8%38.8%39.6%32.1%31.7%———39.7%42.3%45.2%40.2%37.2%38.5%39.8%40.1%38.8%
Operating Margin7.2%7.2%10.0%-4.2%-2.2%———11.2%9.1%8.6%0.8%4.9%1.6%13.3%11.6%12.0%
Net Margin5.3%5.3%8.3%-32.6%-0.9%———6.5%5.7%3.8%5.0%5.5%4.3%9.4%8.9%8.3%
Balance Sheet
Debt/Equity0.070.070.070.300.360.31———————————
Current Ratio5.515.51———————————————
Cash Flow
Free Cash Flow$-24.1M$-24.1M$-9.2M$-3.5M$-31.9M$75.3M$13.9M——————————
Returns
ROE4.9%4.9%7.3%-32.0%-0.7%3.8%8.1%10.3%4.3%3.4%2.5%3.7%4.0%3.3%10.2%9.8%8.9%
Valuation
P/E110.05110.0577.42——————————————
EV/EBITDA58.2958.2944.56—45.52————————————
P/B5.425.425.614.673.30————————————
Growth & Yield
Revenue Growth14.5%14.5%32.6%21.3%————18.4%-2.1%-9.9%3.1%4.8%-26.1%11.1%17.2%—
EPS Growth-28.9%-28.9%131.0%-4041.2%—-43.9%-13.2%162.7%33.9%43.6%200.0%-78.3%27.7%-65.4%16.2%24.5%—

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

113.7%

muy exigente

EPS terminal req.

$15.14

Spread vs growth

-142.6%

5Y implied EPS CAGR

63.9%

muy exigente

EPS terminal req.

$18.31

Spread vs growth

-92.8%

10Y implied EPS CAGR

34.3%

muy exigente

EPS terminal req.

$29.50

Spread vs growth

-63.2%

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 -10.3%

Total return

-10.3%

Start / end P/E

87.2x → 110.1x

EPS bridge

2.18 → 1.55

Residual

-7.6%

EPS growth-28.9%
Multiple rerating+26.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.6%

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.