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UCG.MI$74.93+1.64%
Fair $74.93+0.0%

UCG.MI

UniCredit S.p.A.

Financial Services / Banks - RegionalMilan

$74.93

+1.21 (+1.64%)

Fairly Valued+0.0%Fair Value $74.93Fund rank 21/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 61.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

47/100

C

Piotroski

5/9

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 · UCG.MILocal privado en este navegador · UniCredit S.p.A.
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

$112.3B

P/E

10.3x

↓

EV/EBITDA

N/A

•

ROE

16.1%

↑

Gross Margin

N/A

•

Debt/Equity

1.92

↑
52-Week Range$75
$54$80

TradingView lightweight chart

UCG.MI price, volumen y niveles de valoración

Último $74.93Periodo -41.0%
Fair value: $74.93

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

+6.0%

FCF CAGR

-7.2%

FCF margin

29.0%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.04B · net income $10.91B · FCF $7.26B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

43.6%+12.9% pts

FCF margin

29.0%-14.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.04B$25.04B$26.58B$25.36B$21.04B
Net Income$10.91B$10.91B$9.72B$9.51B$6.46B
EPS6.916.915.785.043.06
Net Margin43.6%43.6%36.6%37.5%30.7%
Balance Sheet
Debt/Equity1.921.921.971.911.82
Cash Flow
Free Cash Flow$7.26B$7.26B$-8.82B$-42.28B$9.09B
Returns
ROE16.1%16.1%15.6%14.8%10.2%
Valuation
P/E10.2910.296.635.114.81
P/B1.711.711.010.740.49
Growth & Yield
Revenue Growth-5.8%-5.8%4.8%20.5%—
EPS Growth19.6%19.6%14.6%65.1%—
Dividend Yield4.3%4.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-1.3%

fácil

EPS terminal req.

$6.65

Spread vs growth

20.9%

5Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$8.05

Spread vs growth

16.5%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$12.96

Spread vs growth

13.1%

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 +35.2%

Total return

+35.2%

Start / end P/E

9.9x → 10.8x

EPS bridge

5.78 → 6.91

Residual

+1.9%

EPS growth+19.6%
Multiple rerating+9.5%
Dividend+4.3%
Residual / FX / buybacks / cross-term+1.9%

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.