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v0.1
GD$340.93-1.70%
Fair $340.93+0.0%

GD

General Dynamics Corporation

Industrials / Aerospace & DefenseNYSE

$340.93

-5.89 (-1.70%)

Fairly Valued+0.0%Fair Value $340.93Fund rank 37/100 · Data gapFallback financials|
SA 53/C
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 21% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.8B · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

53/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
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 · GDLocal privado en este navegador · General Dynamics 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

$92.2B

P/E

21.5x

↑

EV/EBITDA

15.6x

↑

ROE

16.4%

↑

Gross Margin

15.1%

↓

Debt/Equity

0.38

↑
52-Week Range$341
$268$370

TradingView lightweight chart

GD price, volumen y niveles de valoración

Último $340.93Periodo +1289.8%
Fair value: $340.93

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

+3.7%

FCF CAGR

+2.6%

FCF margin

7.5%

FCF / Net income

0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.55B · net income $4.21B · FCF $3.96B

2007-FY → 2025-FY

Gross margin

15.1%— pts

Operating margin

10.2%-1.2% pts

Net margin

8.0%+0.4% pts

FCF margin

7.5%-1.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$52.55B$52.55B$47.72B$42.27B$39.41B$38.47B$37.92B$39.35B$36.19B$30.97B$30.56B$31.78B$30.85B$30.93B$30.99B$32.68B$32.47B$31.98B$29.30B$27.24B
Net Income$4.21B$4.21B$3.78B$3.31B$3.39B$3.26B$3.17B$3.48B$3.35B$2.91B$2.57B$3.04B$2.53B$2.36B$-332.0M$2.53B$2.62B$2.39B$2.46B$2.07B
EBITDA$6.43B$6.43B$5.82B$5.25B$5.31B$5.05B$5.01B$5.40B$5.16B$4.68B$4.20B$4.78B$4.38B$4.21B$1.35B$4.42B$4.51B$4.24B$4.10B—
EPS15.4515.4513.6312.0212.1911.5511.0011.9811.189.568.299.297.426.67-0.946.876.816.176.175.08
Gross Margin15.1%15.1%15.4%15.8%16.8%———————————————
Operating Margin10.2%10.2%10.1%10.0%10.7%10.8%10.9%11.6%12.1%13.7%12.3%13.5%12.6%11.9%2.5%11.7%12.2%11.5%12.5%11.4%
Net Margin8.0%8.0%7.9%7.8%8.6%8.5%8.4%8.9%9.2%9.4%8.4%9.6%8.2%7.6%-1.1%7.7%8.1%7.5%8.4%7.6%
Balance Sheet
Debt/Equity0.380.380.480.520.650.590.640.640.950.340.290.280.290.270.340.300.180.250.31—
Current Ratio1.381.38——————————————————
Cash Flow
Free Cash Flow$3.96B$3.96B$3.20B$3.81B$3.46B$3.38B$2.89B$1.99B$2.46B$3.45B—$1.93B$3.21B$2.67B$2.17B$2.78B$2.62B$2.47B$2.63B$2.48B
Returns
ROE16.4%16.4%17.1%15.6%18.3%18.5%20.2%24.9%27.6%24.7%25.0%29.1%21.4%16.3%-2.9%19.1%19.7%19.3%24.5%17.6%
Valuation
P/E21.4721.4719.3221.1220.37———————————————
EV/EBITDA15.6115.6114.1015.0915.05———————————————
P/B3.623.623.313.293.72———————————————
Growth & Yield
Revenue Growth10.1%10.1%12.9%7.3%—1.4%-3.6%8.7%16.9%1.3%-3.8%3.0%-0.3%-0.2%-5.2%0.6%1.5%9.2%7.6%—
EPS Growth13.4%13.4%13.4%-1.4%—5.0%-8.2%7.2%16.9%15.3%-10.8%25.2%11.2%809.6%-113.7%0.9%10.4%0.0%21.5%—
Dividend Yield1.8%1.8%——————————————————

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

25.1%

muy exigente

EPS terminal req.

$30.25

Spread vs growth

-11.8%

5Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$36.60

Spread vs growth

-5.5%

10Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$58.95

Spread vs growth

-1.0%

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 +24.2%

Total return

+24.2%

Start / end P/E

20.4x → 22.1x

EPS bridge

13.63 → 15.45

Residual

+1.1%

EPS growth+13.4%
Multiple rerating+8.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term+1.1%

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.