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Recent

v0.1
DOV$207.54-1.81%
Fair $202.61-2.4%

DOV

Dover Corporation

Industrials / Specialty Industrial MachineryNYSE

$207.54

-3.82 (-1.81%)

Fairly Valued-2.4%Fair Value $202.61Fund rank 56/100 · PassSEC 19/19 yrs|
SA 42/C
F-Score: 4/9

FCF base 3Y

$169.69

-6.5% CAGR · yield 6.3%

FCF base 5Y

$201.83

-0.6% base · +1.1% expected

Precio de entrada

$93.98

MOS 18% · confianza 87%

FCF escenarios

audited · normalized FCF $1.1B · quality 73.0/100

Pass 56/100
Bear 5Y$111.73-11.7%
Base 5Y$201.83-0.6%
Bull 5Y$361.17+11.7%
Return 40/100Downside 45/100Model quality 71/100Data QA 100/100

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

42/100

C

Piotroski

4/9

balance/quality

Valuation

48/100

-2.4% upside

5Y CAGR

+1.1%

54/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 0sec-companyfacts: 19
Thesis & Journal · DOVLocal privado en este navegador · Dover Corporation
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

$27.9B

P/E

26.4x

↑

EV/EBITDA

16.4x

↑

ROE

14.8%

↑

Gross Margin

39.8%

↑

Debt/Equity

0.45

↑
52-Week Range$208
$159$238
EV/EBITDA Historical16.4x

TradingView lightweight chart

DOV price, volumen y niveles de valoración

Último $207.54Periodo +605.7%
Buy zone: $93.98Bear 5Y: $111.73Fair value: $202.61Base 5Y: $201.83Bull 5Y: $361.17

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+0.6%

FCF CAGR

—

FCF margin

13.8%

FCF / Net income

1.02x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $8.09B · net income $1.09B · FCF $1.11B

2007-FY → 2025-FY

Gross margin

39.8%+4.0% pts

Operating margin

17.0%+3.2% pts

Net margin

13.5%+4.5% pts

FCF margin

13.8%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$8.09B$8.09B$7.75B$7.68B$7.84B$7.91B$6.68B$7.14B$6.99B$6.82B$6.04B$6.96B$7.75B$7.16B$6.63B$7.37B$6.11B$5.34B$7.57B$7.32B
Net Income$1.09B$1.09B$2.70B$1.06B$1.07B$1.12B$683.5M$677.9M$570.3M$811.7M$508.9M$869.8M$775.2M$1.00B$811.1M$895.2M$700.1M$356.4M$590.8M$661.1M
EBITDA$1.86B$1.86B$2.23B$1.56B$1.60B$1.57B$1.21B$1.25B$1.13B$1.09B$958.6M$1.25B$1.52B$1.44B$1.29B$1.41B$1.15B$822.5M$1.29B$1.25B
EPS7.947.9419.457.527.427.744.704.613.755.153.255.464.595.784.414.743.701.913.123.26
Gross Margin39.8%39.8%38.2%37.3%37.0%37.6%37.0%36.7%36.6%37.1%36.9%36.9%38.4%38.8%38.9%38.6%39.7%37.7%36.1%35.8%
Operating Margin17.0%17.0%15.6%15.9%16.3%16.2%14.0%13.7%12.1%11.8%11.7%13.2%15.7%16.2%16.0%15.3%15.1%11.1%13.6%13.7%
Net Margin13.5%13.5%34.8%13.8%13.6%14.2%10.2%9.5%8.2%11.9%8.4%12.5%10.0%14.0%12.2%12.1%11.5%6.7%7.8%9.0%
Balance Sheet
Debt/Equity0.450.450.420.590.860.750.921.011.140.890.950.760.900.530.570.440.400.450.55—
Current Ratio1.861.86——————————————————
Cash Flow
Free Cash Flow$1.11B$1.11B$580.8M$1.15B$594.6M$944.4M$939.1M$758.5M————————————
Returns
ROE14.8%14.8%38.8%20.7%24.9%26.8%20.2%22.4%20.6%18.5%13.4%23.9%20.9%18.7%16.5%18.2%15.5%8.7%15.6%16.8%
Valuation
P/E26.4426.4410.7927.9128.2927.1244.6645.5355.9740.7664.5838.4445.7336.3147.6044.2856.73109.9067.2864.39
EV/EBITDA16.3616.3612.3015.4014.68———————————————
P/B3.913.914.195.787.037.289.0110.1711.537.558.659.179.586.777.858.048.770.0110.4710.79
Growth & Yield
Revenue Growth4.5%4.5%0.8%-2.0%-0.8%18.3%-6.3%2.1%2.5%12.9%-13.1%-10.3%8.4%8.0%-10.1%20.6%14.3%-29.4%3.4%—
EPS Growth-59.2%-59.2%158.6%1.3%-4.1%64.7%2.0%22.9%-27.2%58.5%-40.5%19.0%-20.6%31.1%-7.0%28.1%93.7%-38.8%-4.3%—
Dividend Yield1.0%1.0%——————————————————

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growth
terminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

32.4%

muy exigente

EPS terminal req.

$18.42

Spread vs growth

-91.5%

5Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$22.28

Spread vs growth

-82.1%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$35.89

Spread vs growth

-75.5%

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 +17.8%

Total return

+17.8%

Start / end P/E

9.1x → 26.1x

EPS bridge

19.45 → 7.94

Residual

-110.1%

EPS growth-59.2%
Multiple rerating+186.0%
Dividend+1.0%
Residual / FX / buybacks / cross-term-110.1%

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.

12.3x
16.4x
EV/EBITDA vs Sector16.4x
4.9xmed 9.9x24.5x