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BAS.DE$50.84+0.04%
Fair $50.84+0.0%

BAS.DE

BASF SE

Basic Materials / ChemicalsXETRA

$50.84

+0.02 (+0.04%)

Fairly Valued+0.0%Fair Value $50.84Fund rank 33/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9
Declining RevenueLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 68.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

54/100

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 4.9%, below the 5% threshold
Thesis & Journal · BAS.DELocal privado en este navegador · BASF 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

$45.0B

P/E

29.9x

↑

EV/EBITDA

8.7x

↓

ROE

4.9%

↑

Gross Margin

24.1%

↑

Debt/Equity

0.70

↑
52-Week Range$51
$41$55

TradingView lightweight chart

BAS.DE price, volumen y niveles de valoración

Último $50.84Periodo +98.6%
Fair value: $50.84

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

-11.9%

FCF CAGR

-26.1%

FCF margin

2.3%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.66B · net income $1.62B · FCF $1.34B

2022-FY → 2025-FY

Gross margin

24.1%-0.1% pts

Operating margin

4.8%-3.6% pts

Net margin

2.7%+3.4% pts

FCF margin

2.3%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$59.66B$59.66B$61.44B$68.90B$87.33B
Net Income$1.62B$1.62B$1.30B$225.0M$-627.0M
EBITDA$7.59B$7.59B$7.54B$7.33B$6.11B
EPS1.811.811.450.25-0.70
Gross Margin24.1%24.1%24.8%24.2%24.1%
Operating Margin4.8%4.8%4.8%4.7%8.4%
Net Margin2.7%2.7%2.1%0.3%-0.7%
Balance Sheet
Debt/Equity0.700.700.670.610.53
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$1.34B$1.34B$748.0M$2.72B$3.33B
Returns
ROE4.9%4.9%3.6%0.6%-1.6%
Valuation
P/E29.9129.9128.64187.20—
EV/EBITDA8.698.697.728.2710.82
P/B1.371.371.041.191.21
Growth & Yield
Revenue Growth-2.9%-2.9%-10.8%-21.1%—
EPS Growth24.8%24.8%480.0%135.7%—
Dividend Yield4.4%4.4%———

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

35.6%

muy exigente

EPS terminal req.

$4.51

Spread vs growth

-10.8%

5Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$5.46

Spread vs growth

0.1%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$8.79

Spread vs growth

7.7%

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 +25.5%

Total return

+25.5%

Start / end P/E

29.0x → 28.1x

EPS bridge

1.45 → 1.81

Residual

-0.7%

EPS growth+24.8%
Multiple rerating-3.0%
Dividend+4.4%
Residual / FX / buybacks / cross-term-0.7%

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.