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IFX.DE$80.35-0.94%
Fair $80.35+0.0%

IFX.DE

Infineon Technologies AG

Technology / SemiconductorsXETRA

$80.35

-0.76 (-0.94%)

Fairly Valued+0.0%Fair Value $80.35Fund rank 31/100 · Data gapFallback financials|
SA 56/C
F-Score: 3/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $966.0M · quality 60.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

56/100

C

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · IFX.DELocal privado en este navegador · Infineon Technologies AG
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

$104.4B

P/E

98.0x

↑

EV/EBITDA

31.6x

↑

ROE

6.0%

↑

Gross Margin

39.2%

↑

Debt/Equity

0.42

↑
52-Week Range$80
$31$84

TradingView lightweight chart

IFX.DE price, volumen y niveles de valoración

Último $80.35Periodo +28.3%
Fair value: $80.35

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

+1.0%

FCF CAGR

-12.4%

FCF margin

7.7%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.66B · net income $1.01B · FCF $1.12B

2022-FY → 2025-FY

Gross margin

39.2%-3.9% pts

Operating margin

13.3%-6.8% pts

Net margin

6.9%-8.4% pts

FCF margin

7.7%-4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.66B$14.66B$14.96B$16.31B$14.22B
Net Income$1.01B$1.01B$1.30B$3.14B$2.18B
EBITDA$3.51B$3.51B$4.18B$5.83B$4.53B
EPS0.760.760.972.381.65
Gross Margin39.2%39.2%41.8%45.5%43.1%
Operating Margin13.3%13.3%17.2%24.2%20.0%
Net Margin6.9%6.9%8.7%19.2%15.3%
Balance Sheet
Debt/Equity0.420.420.300.300.40
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$1.12B$1.12B$61.0M$966.0M$1.67B
Returns
ROE6.0%6.0%7.6%18.4%14.6%
Valuation
P/E97.9997.9931.3013.7414.94
EV/EBITDA31.5731.5710.287.888.11
P/B6.166.162.302.502.15
Growth & Yield
Revenue Growth-2.0%-2.0%-8.3%14.7%—
EPS Growth-21.6%-21.6%-59.2%44.2%—
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

110.9%

muy exigente

EPS terminal req.

$7.13

Spread vs growth

-132.6%

5Y implied EPS CAGR

62.6%

muy exigente

EPS terminal req.

$8.63

Spread vs growth

-84.2%

10Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$13.89

Spread vs growth

-55.4%

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 +134.3%

Total return

+134.3%

Start / end P/E

35.4x → 105.7x

EPS bridge

0.97 → 0.76

Residual

-43.0%

EPS growth-21.6%
Multiple rerating+198.5%
Dividend+0.4%
Residual / FX / buybacks / cross-term-43.0%

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.