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CAE$25.80-0.04%
Fair $25.80+0.0%

CAE

CAE Inc.

Industrials / Aerospace & DefenseNYSE

$25.80

-0.01 (-0.04%)

Fairly Valued+0.0%Fair Value $25.80Fund rank 30/100 · Data gapFallback financials|
SA 33/D
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 24%

FCF escenarios

weak_data · normalized FCF $430.4M · quality 53.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

33/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CAELocal privado en este navegador · CAE 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

$8.3B

P/E

36.9x

↑

EV/EBITDA

10.5x

↑

ROE

5.9%

↓

Gross Margin

28.3%

↑

Debt/Equity

0.61

↑
52-Week Range$26
$23$34

TradingView lightweight chart

CAE price, volumen y niveles de valoración

Último $25.80Periodo +282.8%
Fair value: $25.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+7.0%

FCF CAGR

—

FCF margin

8.8%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.91B · net income $313.1M · FCF $430.4M

2023-FY → 2026-FY

Gross margin

28.3%+1.3% pts

Operating margin

12.7%+1.5% pts

Net margin

6.4%+0.8% pts

FCF margin

8.8%+9.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.91B$4.91B$4.71B$4.28B$4.01B
Net Income$313.1M$313.1M$405.3M$-304.0M$222.7M
EBITDA$1.05B$1.05B$1.12B$164.6M$785.9M
EPS0.970.971.27-0.950.70
Gross Margin28.3%28.3%27.6%27.0%27.0%
Operating Margin12.7%12.7%13.0%11.0%11.2%
Net Margin6.4%6.4%8.6%-7.1%5.6%
Balance Sheet
Debt/Equity0.610.610.710.730.72
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$430.4M$430.4M$452.4M$89.2M$-16.9M
Returns
ROE5.9%5.9%8.3%-7.2%4.9%
Valuation
P/E36.8636.8616.91—33.29
EV/EBITDA10.5010.508.9556.3113.29
P/B1.571.571.401.501.64
Growth & Yield
Revenue Growth4.4%4.4%9.9%6.8%—
EPS Growth-23.6%-23.6%233.7%-235.7%—

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

33.1%

muy exigente

EPS terminal req.

$2.29

Spread vs growth

-56.8%

5Y implied EPS CAGR

23.4%

exigente

EPS terminal req.

$2.77

Spread vs growth

-47.0%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$4.46

Spread vs growth

-40.1%

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 +0.4%

Total return

+0.4%

Start / end P/E

20.2x → 26.6x

EPS bridge

1.27 → 0.97

Residual

-7.4%

EPS growth-23.6%
Multiple rerating+31.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.4%

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.