StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
YSN.DE$209.50+1.95%
Fair $209.50+0.0%

YSN.DE

secunet Security Networks Aktiengesellschaft

Technology / Software - InfrastructureXETRA

$209.50

+4.00 (+1.95%)

Fairly Valued+0.0%Fair Value $209.50Fund rank 34/100 · Data gapFallback financials|
SA 58/C
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $46.8M · quality 65.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

58/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · YSN.DELocal privado en este navegador · secunet Security Networks Aktiengesellschaft
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

$1.4B

P/E

40.6x

↑

EV/EBITDA

17.0x

↑

ROE

20.0%

↑

Gross Margin

23.2%

↓

Debt/Equity

0.12

↓
52-Week Range$210
$153$247

TradingView lightweight chart

YSN.DE price, volumen y niveles de valoración

Último $209.50Periodo +383.8%
Fair value: $209.50

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

+9.7%

FCF CAGR

—

FCF margin

11.8%

FCF / Net income

1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $458.8M · net income $33.3M · FCF $54.3M

2022-FY → 2025-FY

Gross margin

23.2%-2.8% pts

Operating margin

11.4%-2.2% pts

Net margin

7.3%-1.7% pts

FCF margin

11.8%+14.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$458.8M$458.8M$406.4M$393.7M$347.2M
Net Income$33.3M$33.3M$28.0M$29.2M$31.3M
EBITDA$75.6M$75.6M$61.1M$60.4M$62.1M
EPS5.155.154.324.514.84
Gross Margin23.2%23.2%23.9%22.2%26.0%
Operating Margin11.4%11.4%10.6%10.9%13.6%
Net Margin7.3%7.3%6.9%7.4%9.0%
Balance Sheet
Debt/Equity0.120.120.160.140.15
Cash Flow
Free Cash Flow$54.3M$54.3M$46.8M$43.1M$-9.5M
Returns
ROE20.0%20.0%18.5%21.2%24.5%
Valuation
P/E40.6040.6026.8130.6041.74
EV/EBITDA17.0417.0411.7214.4021.01
P/B8.118.114.976.4810.24
Growth & Yield
Revenue Growth12.9%12.9%3.2%13.4%—
EPS Growth19.2%19.2%-4.2%-6.8%—
Dividend Yield1.3%1.3%———

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

53.4%

muy exigente

EPS terminal req.

$18.59

Spread vs growth

-34.2%

5Y implied EPS CAGR

34.3%

muy exigente

EPS terminal req.

$22.49

Spread vs growth

-15.1%

10Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$36.23

Spread vs growth

-2.3%

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 -5.6%

Total return

-5.6%

Start / end P/E

52.1x → 40.7x

EPS bridge

4.32 → 5.15

Residual

-4.2%

EPS growth+19.2%
Multiple rerating-21.9%
Dividend+1.3%
Residual / FX / buybacks / cross-term-4.2%

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.