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v0.1
IBN$25.82-1.54%
Fair $25.82+0.0%

IBN

ICICI Bank Limited

Financial Services / Banks - RegionalNYSE

$25.82

-0.40 (-1.54%)

Fairly Valued+0.0%Fair Value $25.82Fund rank 33/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 64.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

32/100

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · IBNLocal privado en este navegador · ICICI Bank Limited
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

$92.6B

P/E

16.7x

↑

EV/EBITDA

N/A

•

ROE

14.9%

↑

Gross Margin

N/A

•

Debt/Equity

0.61

↑
52-Week Range$26
$25$35

TradingView lightweight chart

IBN price, volumen y niveles de valoración

Último $25.83Periodo +896.8%
Fair value: $25.82

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+19.7%

FCF CAGR

—

FCF margin

28.5%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.23T · net income $542.08B · FCF $635.95B

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

24.3%-1.8% pts

FCF margin

28.5%+33.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2230.90B$2230.90B$2055.59B$1533.82B$1302.38B
Net Income$542.08B$542.08B$510.29B$442.56B$340.37B
EPS149.54149.54142.28123.9295.68
Net Margin24.3%24.3%24.8%28.9%26.1%
Balance Sheet
Debt/Equity0.610.610.650.780.86
Cash Flow
Free Cash Flow$635.95B$635.95B$1180.35B$1536.06B$-62.39B
Returns
ROE14.9%14.9%16.3%17.3%15.9%
Valuation
P/E16.6616.660.210.210.23
P/B0.030.030.030.040.04
Growth & Yield
Revenue Growth8.5%8.5%34.0%17.8%—
EPS Growth5.1%5.1%14.8%29.5%—
Dividend Yield0.9%0.9%———

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

-75.2%

fácil

EPS terminal req.

$2.29

Spread vs growth

80.3%

5Y implied EPS CAGR

-55.0%

fácil

EPS terminal req.

$2.77

Spread vs growth

60.1%

10Y implied EPS CAGR

-29.6%

fácil

EPS terminal req.

$4.47

Spread vs growth

34.7%

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 -23.6%

Total return

-23.6%

Start / end P/E

0.2x → 0.2x

EPS bridge

142.28 → 149.54

Residual

-1.4%

EPS growth+5.1%
Multiple rerating-28.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term-1.4%

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.