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v0.1
EQNR.OL$353.00+5.34%
Fair $353.00+0.0%

EQNR.OL

Equinor ASA

Energy / Oil & Gas IntegratedOslo

$353.00

+17.90 (+5.34%)

Fairly Valued+0.0%Fair Value $353.00Fund rank 32/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Margin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.3B · quality 63.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

42/100

C

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · EQNR.OLLocal privado en este navegador · Equinor ASA
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

$879.5B

P/E

17.2x

↑

EV/EBITDA

24.6x

↑

ROE

12.5%

↑

Gross Margin

36.2%

↑

Debt/Equity

0.77

↑
52-Week Range$353
$226$422

TradingView lightweight chart

EQNR.OL price, volumen y niveles de valoración

Último $353.00Periodo +412.3%
Fair value: $353.00

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

-10.8%

FCF CAGR

-39.0%

FCF margin

5.6%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $105.83B · net income $5.04B · FCF $5.98B

2022-FY → 2025-FY

Gross margin

36.2%-23.4% pts

Operating margin

23.4%-28.8% pts

Net margin

4.8%-14.5% pts

FCF margin

5.6%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$105.83B$105.83B$102.50B$106.85B$149.00B
Net Income$5.04B$5.04B$8.81B$11.88B$28.75B
EBITDA$38.39B$38.39B$41.95B$49.59B$86.27B
EPS1.941.943.113.939.03
Gross Margin36.2%36.2%41.6%45.0%59.6%
Operating Margin23.4%23.4%29.6%33.0%52.2%
Net Margin4.8%4.8%8.6%11.1%19.3%
Balance Sheet
Debt/Equity0.770.770.710.660.60
Current Ratio1.241.24———
Cash Flow
Free Cash Flow$5.98B$5.98B$7.29B$18.68B$26.38B
Returns
ROE12.5%12.5%20.8%24.5%53.2%
Valuation
P/E17.2117.2191.5384.9235.61
EV/EBITDA24.6024.6019.7620.8512.12
P/B22.7122.7119.0020.8318.95
Growth & Yield
Revenue Growth3.2%3.2%-4.1%-28.3%—
EPS Growth-37.6%-37.6%-20.9%-56.5%—
Dividend Yield4.3%4.3%———

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

152.7%

muy exigente

EPS terminal req.

$31.32

Spread vs growth

-190.4%

5Y implied EPS CAGR

81.2%

muy exigente

EPS terminal req.

$37.90

Spread vs growth

-118.8%

10Y implied EPS CAGR

41.2%

muy exigente

EPS terminal req.

$61.04

Spread vs growth

-78.8%

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 · 1Y approxreconcilia total +47.2%

Total return

+47.2%

Start / end P/E

79.5x → 182.0x

EPS bridge

3.11 → 1.94

Residual

-48.5%

EPS growth-37.6%
Multiple rerating+129.0%
Dividend+4.3%
Residual / FX / buybacks / cross-term-48.5%

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.