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STX$921.26+4.71%
Fair $921.26+0.0%

STX

Seagate Technology Holdings plc

Technology / Computer HardwareNasdaqGS

$921.26

+41.46 (+4.71%)

Fairly Valued+0.0%Fair Value $921.26Fund rank 36/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9
Low Profitability

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 $664.0M · quality 82.0/100

Data gap 36/100
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

53/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
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. ROE is -3.2%, below the 5% threshold
Thesis & Journal · STXLocal privado en este navegador · Seagate Technology Holdings plc
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

$208.4B

P/E

87.2x

↑

EV/EBITDA

95.9x

↑

ROE

-324.3%

↓

Gross Margin

35.2%

↑

Debt/Equity

-11.03

↓
52-Week Range$921
$117$941

TradingView lightweight chart

STX price, volumen y niveles de valoración

Último $921.26Periodo +7911.0%
Fair value: $921.26

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

-0.5%

FCF CAGR

+9.6%

FCF margin

9.0%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.10B · net income $1.47B · FCF $818.0M

2009-FY → 2025-FY

Gross margin

35.2%— pts

Operating margin

21.1%+48.2% pts

Net margin

16.1%+48.0% pts

FCF margin

9.0%+7.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$9.10B$9.10B$6.55B$7.38B$11.66B$10.68B$10.51B$10.39B$11.18B$10.77B$11.16B$13.74B$13.72B$14.35B$14.94B$10.97B$11.39B$9.80B
Net Income$1.47B$1.47B$335.0M$-529.0M$1.65B$1.31B$1.00B$2.01B$1.18B$772.0M$248.0M$1.74B$1.57B$1.84B$2.86B$511.0M$1.61B$-3.13B
EBITDA$2.08B$2.08B$1.04B$330.0M$2.38B$1.89B$1.68B$2.03B$2.23B$1.80B$1.26B$2.90B$2.65B$2.96B$3.92B$1.56B$2.52B$-1.73B
EPS——1.58-2.567.365.363.797.064.052.580.825.264.524.816.491.093.14-6.40
Gross Margin35.2%35.2%23.4%18.3%29.7%—————————————
Operating Margin21.1%21.1%6.4%0.8%16.8%14.0%12.4%14.3%14.6%9.8%4.0%15.0%12.9%14.6%20.8%7.3%15.3%-27.2%
Net Margin16.1%16.1%5.1%-7.2%14.1%12.3%9.6%19.4%10.6%7.2%2.2%12.7%11.4%12.8%19.2%4.7%14.1%-31.9%
Balance Sheet
Debt/Equity-11.03-11.03-3.81-4.5552.267.762.331.972.59—————0.821.200.80—
Current Ratio1.331.33————————————————
Cash Flow
Free Cash Flow$818.0M$818.0M$664.0M$626.0M$1.28B$1.13B$1.13B$1.16B$1.75B$1.48B$1.09B$1.90B$2.00B$2.26B$2.63B$421.0M$1.29B$190.0M
Returns
ROE-324.3%-324.3%-22.5%44.1%1512.8%208.2%56.2%93.1%71.0%56.6%15.6%57.7%55.4%52.6%81.8%20.7%59.1%-201.1%
Valuation
P/E87.2487.2464.58—9.39—————————————
EV/EBITDA95.9495.9424.9351.958.64—————————————
P/B————141.98—————————————
Growth & Yield
Revenue Growth38.9%38.9%-11.3%-36.7%—1.6%1.1%-7.1%3.8%-3.5%-18.8%0.1%-4.4%-3.9%36.2%-3.7%16.2%—
EPS Growth——161.7%-134.8%—41.4%-46.3%74.3%57.0%214.6%-84.4%16.4%-6.0%-25.9%495.4%-65.3%149.1%—
Dividend Yield0.3%0.3%————————————————

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 +681.5%

Total return

+681.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.58 → n/d

Residual

+681.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+681.1%

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.