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BYW.DE$13.35+14.10%
Fair $13.35+0.0%

BYW.DE

BayWa Aktiengesellschaft

Industrials / ConglomeratesXETRA

$13.35

+1.65 (+14.10%)

Fairly Valued+0.0%Fair Value $13.35Fund rank 24/100 · Data gapFallback financials|
SA 25/D
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-86.6M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

25/100

D

Piotroski

4/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years ROE is 4.4%, below the 5% threshold
Thesis & Journal · BYW.DELocal privado en este navegador · BayWa Aktiengesellschaft
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

$856M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

437.7%

↑

Gross Margin

12.6%

↓

Debt/Equity

-21.64

↓
52-Week Range$13
$7$23

TradingView lightweight chart

BYW.DE price, volumen y niveles de valoración

Último $13.35Periodo +58.9%
Fair value: $13.35

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.2%

FCF CAGR

—

FCF margin

1.6%

FCF / Net income

-0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.60B · net income $-1.16B · FCF $340.3M

2021-FY → 2024-FY

Gross margin

12.6%-0.9% pts

Operating margin

-4.0%-6.3% pts

Net margin

-5.3%-5.7% pts

FCF margin

1.6%+5.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$21.60B$21.60B$24.35B$27.55B$20.23B
Net Income$-1.16B$-1.16B$-98.1M$168.1M$70.7M
EBITDA$-137.5M$-137.5M$607.6M$876.3M$578.8M
EPS-32.15-32.15-2.844.361.63
Gross Margin12.6%12.6%13.4%12.2%13.4%
Operating Margin-4.0%-4.0%1.9%2.5%2.3%
Net Margin-5.3%-5.3%-0.4%0.6%0.3%
Balance Sheet
Debt/Equity-21.64-21.647.406.285.05
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$340.3M$340.3M$-86.6M$-716.3M$-822.6M
Returns
ROE437.7%437.7%-11.2%16.8%7.0%
Valuation
P/E———12.4829.45
EV/EBITDA——12.759.1311.10
P/B——1.711.941.68
Growth & Yield
Revenue Growth-11.3%-11.3%-11.6%36.2%—
EPS Growth-1032.0%-1032.0%-165.1%167.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -31.7%

Total return

-31.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.84 → -32.15

Residual

-31.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.