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RACE$349.22+2.64%
Fair $349.22+0.0%

RACE

Ferrari N.V.

Consumer Cyclical / Auto ManufacturersNYSE

$349.22

+8.99 (+2.64%)

Fairly Valued+0.0%Fair Value $349.22Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $937.5M · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

48/100

C

Piotroski

8/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · RACELocal privado en este navegador · Ferrari N.V.
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

$61.5B

P/E

33.4x

↑

EV/EBITDA

23.0x

↑

ROE

40.9%

↑

Gross Margin

51.7%

↑

Debt/Equity

0.74

↑
52-Week Range$349
$313$519

TradingView lightweight chart

RACE price, volumen y niveles de valoración

Último $349.22Periodo +534.9%
Fair value: $349.22

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

+11.9%

FCF CAGR

+32.9%

FCF margin

19.7%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.15B · net income $1.60B · FCF $1.41B

2022-FY → 2025-FY

Gross margin

51.7%+3.7% pts

Operating margin

29.3%+5.4% pts

Net margin

22.3%+4.0% pts

FCF margin

19.7%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.15B$7.15B$6.68B$5.97B$5.10B
Net Income$1.60B$1.60B$1.52B$1.25B$932.6M
EBITDA$2.77B$2.77B$2.60B$2.29B$1.75B
EPS8.968.968.466.905.09
Gross Margin51.7%51.7%50.1%49.8%48.0%
Operating Margin29.3%29.3%28.2%27.0%24.0%
Net Margin22.3%22.3%22.8%21.0%18.3%
Balance Sheet
Debt/Equity0.740.740.950.811.08
Current Ratio2.572.57———
Cash Flow
Free Cash Flow$1.41B$1.41B$937.5M$847.7M$598.7M
Returns
ROE40.9%40.9%43.1%40.9%36.0%
Valuation
P/E33.4233.4249.3448.5444.02
EV/EBITDA23.0223.0229.5627.0924.27
P/B15.9415.9421.2619.8615.83
Growth & Yield
Revenue Growth7.0%7.0%11.8%17.2%—
EPS Growth5.9%5.9%22.6%35.6%—
Dividend Yield1.2%1.2%———

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

51.2%

muy exigente

EPS terminal req.

$30.99

Spread vs growth

-45.3%

5Y implied EPS CAGR

33.1%

muy exigente

EPS terminal req.

$37.49

Spread vs growth

-27.2%

10Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$60.39

Spread vs growth

-15.1%

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 -25.8%

Total return

-25.8%

Start / end P/E

56.6x → 39.0x

EPS bridge

8.46 → 8.96

Residual

-1.8%

EPS growth+5.9%
Multiple rerating-31.1%
Dividend+1.2%
Residual / FX / buybacks / cross-term-1.8%

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.