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Financial Analysis

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Recent

v0.1
DNR.MI$7.53+2.52%
Fair $7.53+0.0%

DNR.MI

Industrie De Nora S.p.A.

Industrials / Electrical Equipment & PartsMilan

$7.53

+0.19 (+2.52%)

Fairly Valued+0.0%Fair Value $7.53Fund rank 36/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $46.9M · quality 77.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

60/100

B

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DNR.MILocal privado en este navegador · Industrie De Nora S.p.A.
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

$1.5B

P/E

17.9x

↑

EV/EBITDA

9.0x

↓

ROE

8.6%

↑

Gross Margin

58.1%

↑

Debt/Equity

0.04

↓
52-Week Range$8
$5$9

TradingView lightweight chart

DNR.MI price, volumen y niveles de valoración

Último $7.530Periodo -42.7%
Fair value: $7.530

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

+0.9%

FCF CAGR

-12.9%

FCF margin

5.1%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $875.0M · net income $82.3M · FCF $44.2M

2022-FY → 2025-FY

Gross margin

58.1%+1.8% pts

Operating margin

13.9%-1.4% pts

Net margin

9.4%-1.1% pts

FCF margin

5.1%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$875.0M$875.0M$862.6M$856.4M$852.8M
Net Income$82.3M$82.3M$83.4M$230.1M$89.6M
EBITDA$158.6M$158.6M$158.5M$304.6M$155.0M
EPS0.410.410.421.150.47
Gross Margin58.1%58.1%56.4%57.1%56.3%
Operating Margin13.9%13.9%12.1%15.6%15.3%
Net Margin9.4%9.4%9.7%26.9%10.5%
Balance Sheet
Debt/Equity0.040.040.170.160.38
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$44.2M$44.2M$46.9M$51.8M$66.8M
Returns
ROE8.6%8.6%8.8%25.4%12.1%
Valuation
P/E17.9317.9318.2313.4933.15
EV/EBITDA8.998.999.2410.0119.81
P/B1.561.561.613.434.00
Growth & Yield
Revenue Growth1.4%1.4%0.7%0.4%—
EPS Growth-2.3%-2.3%-63.4%144.1%—
Dividend Yield1.4%1.4%———

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

17.7%

exigente

EPS terminal req.

$0.67

Spread vs growth

-20.0%

5Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$0.81

Spread vs growth

-16.8%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$1.30

Spread vs growth

-14.5%

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 +16.8%

Total return

+16.8%

Start / end P/E

15.6x → 18.4x

EPS bridge

0.42 → 0.41

Residual

-0.4%

EPS growth-2.3%
Multiple rerating+18.1%
Dividend+1.4%
Residual / FX / buybacks / cross-term-0.4%

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.