StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
DS81.DE$213.60+1.56%
Fair $213.60+0.0%

DS81.DE

DS81.DE

Industrials / Integrated Freight & LogisticsXETRA

$213.60

+3.30 (+1.56%)

Fairly Valued+0.0%Fair Value $213.60Fund rank 35/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $14.1B · quality 71.7/100

Data gap 35/100
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

35/100

D

Piotroski

5/9

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 · DS81.DELocal privado en este navegador · DS81.DE
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

$51.0B

P/E

44.9x

↑

EV/EBITDA

5.6x

↓

ROE

6.9%

↑

Gross Margin

27.0%

↑

Debt/Equity

0.83

↑
52-Week Range$214
$145$255

TradingView lightweight chart

DS81.DE price, volumen y niveles de valoración

Último $214.50Periodo +47.9%
Fair value: $213.60

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

+1.6%

FCF CAGR

-9.0%

FCF margin

7.6%

FCF / Net income

2.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $247.33B · net income $8.10B · FCF $18.89B

2022-FY → 2025-FY

Gross margin

27.0%+4.9% pts

Operating margin

7.9%-2.8% pts

Net margin

3.3%-4.2% pts

FCF margin

7.6%-3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$247.33B$247.33B$167.11B$150.78B$235.66B
Net Income$8.10B$8.10B$10.11B$12.31B$17.57B
EBITDA$24.52B$24.52B$21.16B$23.28B$29.67B
EPS34.3034.3047.0057.1076.20
Gross Margin27.0%27.0%25.7%29.1%22.1%
Operating Margin7.9%7.9%9.6%11.7%10.7%
Net Margin3.3%3.3%6.0%8.2%7.5%
Balance Sheet
Debt/Equity0.830.830.730.580.55
Current Ratio0.920.92———
Cash Flow
Free Cash Flow$18.89B$18.89B$9.22B$14.08B$25.05B
Returns
ROE6.9%6.9%8.9%17.9%24.6%
Valuation
P/E44.8744.87———
EV/EBITDA5.625.62———
P/B0.430.43———
Growth & Yield
Revenue Growth48.0%48.0%10.8%-36.0%—
EPS Growth-27.0%-27.0%-17.7%-25.1%—
Dividend Yield0.4%0.4%———

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

-17.9%

fácil

EPS terminal req.

$18.95

Spread vs growth

-9.1%

5Y implied EPS CAGR

-7.7%

fácil

EPS terminal req.

$22.93

Spread vs growth

-19.3%

10Y implied EPS CAGR

0.7%

fácil

EPS terminal req.

$36.93

Spread vs growth

-27.8%

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 · available periodreconcilia total +48.4%

Total return

+48.4%

Start / end P/E

3.1x → 6.3x

EPS bridge

47.00 → 34.30

Residual

-27.8%

EPS growth-27.0%
Multiple rerating+102.7%
Dividend+0.4%
Residual / FX / buybacks / cross-term-27.8%

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.