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MUV2.DE$444.90-1.64%
Fair $444.90+0.0%

MUV2.DE

Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München

Financial Services / Insurance - ReinsuranceXETRA

$444.90

-7.40 (-1.64%)

Fairly Valued+0.0%Fair Value $444.90Fund rank 35/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9

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 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

40/100

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: 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 · MUV2.DELocal privado en este navegador · Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München
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

$56.9B

P/E

8.5x

↓

EV/EBITDA

N/A

•

ROE

18.4%

↑

Gross Margin

N/A

•

Debt/Equity

0.22

↓
52-Week Range$445
$442$612

TradingView lightweight chart

MUV2.DE price, volumen y niveles de valoración

Último $444.90Periodo +74.8%
Fair value: $444.90

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

+16.2%

FCF CAGR

+8.3%

FCF margin

7.4%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $62.31B · net income $6.12B · FCF $4.61B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

9.8%-3.6% pts

FCF margin

7.4%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$62.31B$62.31B$64.42B$39.68B$39.71B
Net Income$6.12B$6.12B$5.70B$4.61B$5.31B
EPS——42.9333.8838.12
Net Margin9.8%9.8%8.9%11.6%13.4%
Balance Sheet
Debt/Equity0.220.220.190.160.18
Current Ratio0.290.29———
Cash Flow
Free Cash Flow$4.61B$4.61B$2.83B$2.20B$3.62B
Returns
ROE18.4%18.4%17.4%15.5%19.6%
Valuation
P/E8.528.5211.2911.358.51
P/B1.711.711.961.761.67
Growth & Yield
Revenue Growth-3.3%-3.3%62.3%-0.1%—
EPS Growth——26.7%-11.1%—
Dividend Yield5.3%5.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -16.9%

Total return

-16.9%

Start / end P/E

n/dx → n/dx

EPS bridge

42.93 → n/d

Residual

-22.2%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term-22.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.