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v0.1
NOC$539.22-4.34%
Fair $539.22+0.0%

NOC

Northrop Grumman Corporation

Industrials / Aerospace & DefenseNYSE

$539.22

-24.46 (-4.34%)

Fairly Valued+0.0%Fair Value $539.22Fund rank 33/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.6B · quality 67.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

37/100

D

Piotroski

5/9

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 · NOCLocal privado en este navegador · Northrop Grumman 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

$76.6B

P/E

16.9x

↑

EV/EBITDA

12.5x

↑

ROE

25.1%

↑

Gross Margin

19.8%

↓

Debt/Equity

1.02

↑
52-Week Range$539
$472$774

TradingView lightweight chart

NOC price, volumen y niveles de valoración

Último $539.22Periodo +2157.4%
Fair value: $539.22

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

+1.8%

FCF CAGR

+2.3%

FCF margin

7.9%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.95B · net income $4.18B · FCF $3.31B

2007-FY → 2025-FY

Gross margin

19.8%— pts

Operating margin

10.2%+0.6% pts

Net margin

10.0%+4.1% pts

FCF margin

7.9%+0.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$41.95B$41.95B$41.03B$39.29B$36.60B$35.67B$36.80B$33.84B$30.09B$25.80B$24.51B$23.53B$23.98B$24.66B$25.22B$26.41B$28.14B$27.65B$32.31B$30.34B
Net Income$4.18B$4.18B$4.17B$2.06B$4.90B$7.00B$3.19B$2.25B$3.23B$2.87B$2.04B$1.99B$2.07B$1.95B$1.98B$2.12B$2.05B$1.69B$-1.26B$1.79B
EBITDA$7.21B$7.21B$7.01B$4.23B$7.68B$6.89B$5.33B$5.23B$4.58B$3.69B$3.73B$3.54B$3.66B$3.62B$3.64B$3.82B$3.38B$2.82B——
EPS29.0829.0828.3413.5331.4743.5419.0313.2218.4916.3411.3210.399.758.357.817.526.825.21-3.414.63
Gross Margin19.8%19.8%20.4%16.7%20.4%———————————————
Operating Margin10.2%10.2%10.6%6.5%9.8%15.8%11.0%11.7%12.6%12.5%13.4%13.1%13.3%12.7%12.4%12.4%10.0%8.2%-0.8%9.6%
Net Margin10.0%10.0%10.2%5.2%13.4%19.6%8.7%6.6%10.7%11.1%8.3%8.5%8.6%7.9%7.8%8.0%7.3%6.1%-3.9%5.9%
Balance Sheet
Debt/Equity1.021.021.081.060.890.991.351.451.762.141.321.180.820.560.410.380.36———
Current Ratio1.151.15——————————————————
Cash Flow
Free Cash Flow$3.31B$3.31B$2.62B$2.10B$1.47B$2.15B$2.88B$3.03B$2.58B$1.69B$1.89B$1.69B$2.03B$2.12B$2.31B$1.62B$1.87B$1.66B$2.53B$2.21B
Returns
ROE25.1%25.1%27.3%13.9%32.0%54.2%30.1%25.5%39.4%40.2%38.1%36.0%28.6%18.4%20.8%20.5%15.3%13.4%-10.6%10.1%
Valuation
P/E16.8916.8916.5134.7316.57———————————————
EV/EBITDA12.5112.5111.5719.8612.00———————————————
P/B4.654.654.514.835.30———————————————
Growth & Yield
Revenue Growth2.2%2.2%4.4%7.3%—-3.1%8.7%12.4%16.6%5.3%4.2%-1.9%-2.8%-2.2%-4.5%-6.2%1.8%-14.4%6.5%—
EPS Growth2.6%2.6%109.5%-57.0%—128.8%43.9%-28.5%13.2%44.3%9.0%6.6%16.8%6.9%3.9%10.3%30.9%253.0%-173.6%—
Dividend Yield1.7%1.7%——————————————————

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

18.1%

exigente

EPS terminal req.

$47.85

Spread vs growth

-15.4%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$57.89

Spread vs growth

-12.2%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$93.24

Spread vs growth

-9.7%

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 +13.0%

Total return

+13.0%

Start / end P/E

17.1x → 18.5x

EPS bridge

28.34 → 29.08

Residual

+0.2%

EPS growth+2.6%
Multiple rerating+8.4%
Dividend+1.7%
Residual / FX / buybacks / cross-term+0.2%

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.