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ROGH.VI$354.80-3.85%
Fair $354.80+0.0%

ROGH.VI

Roche Holding AG

Healthcare / Drug Manufacturers - GeneralVienna

$354.80

-14.20 (-3.85%)

Fairly Valued+0.0%Fair Value $354.80Fund rank 36/100 · Data gapFallback financials|
SA 32/D
F-Score: 6/9

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 $13.1B · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

6/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · ROGH.VILocal privado en este navegador · Roche Holding 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

$282.3B

P/E

20.2x

↓

EV/EBITDA

14.4x

↑

ROE

38.1%

↑

Gross Margin

73.7%

↑

Debt/Equity

0.98

↑
52-Week Range$355
$293$419

TradingView lightweight chart

ROGH.VI price, volumen y niveles de valoración

Último $354.80Periodo +15.7%
Fair value: $354.80

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

-1.3%

FCF CAGR

-0.4%

FCF margin

20.6%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.36B · net income $12.88B · FCF $13.07B

2022-FY → 2025-FY

Gross margin

73.7%+3.7% pts

Operating margin

29.2%+2.6% pts

Net margin

20.3%+1.5% pts

FCF margin

20.6%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.36B$63.36B$62.40B$60.44B$65.81B
Net Income$12.88B$12.88B$8.28B$11.50B$12.42B
EBITDA$21.70B$21.70B$16.62B$18.54B$20.86B
EPS16.0416.04———
Gross Margin73.7%73.7%73.9%72.9%70.0%
Operating Margin29.2%29.2%21.5%25.5%26.6%
Net Margin20.3%20.3%13.3%19.0%18.9%
Balance Sheet
Debt/Equity0.980.981.141.050.95
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$13.07B$13.07B$15.09B$11.45B$13.25B
Returns
ROE38.1%38.1%26.1%39.2%44.4%
Valuation
P/E20.2420.24———
EV/EBITDA14.4014.40———
P/B8.438.43———
Growth & Yield
Revenue Growth1.5%1.5%3.2%-8.2%—
Dividend Yield2.9%2.9%———

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

25.2%

muy exigente

EPS terminal req.

$31.48

Spread vs growth

-23.7%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$38.09

Spread vs growth

-17.3%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$61.35

Spread vs growth

-12.8%

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 · available periodreconcilia total +18.7%

Total return

+18.7%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 16.04

Residual

+15.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term+15.7%

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.