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Una empresa, un análisis completo de su negocio y una valoración detallada de sus flujos de caja. Análisis de empresas de mercados desarrollados con supuestos, escenarios y fuentes explícitos.
Los resúmenes de análisis y los informes PDF conservan su idioma original cuando no hay una traducción disponible.
EN DHL Group: five divisions, a full ten-year FCFF model, explicit lease convention, segment scenarios, WACC/g, reverse DCF, catalysts and falsification tests. No rating or recommendation.
Limitaciones y convenciones: Screen-grade: full Q3 is due Nov. 5, 2026; price comes from secondary delayed history; balance sheet and diluted shares are as of June 30, 2026; no consensus, proprietary beta regression or full associates SOTP.
01 · Calidad del negocio y de los beneficiosSegmentos, competencia, datos financieros históricos, balance, asignación de capital y riesgos.
02 · Modelo detalladoPrevisiones de ingresos y márgenes, impuestos, inversión de capital, depreciación, capital circulante, arrendamientos y flujos de caja.
03 · Valoración y verificacionesCoste de capital, valor terminal, conciliación del valor del capital propio, escenarios, sensibilidades, fuentes y limitaciones.
Los informes conservan sus datos, modelo y fecha de publicación originales. Los análisis posteriores no actualizan las valoraciones históricas.
Resultados: 21
EN Johnson & Johnson: ten-year Innovative Medicine and MedTech FCFF, full EV/equity bridge including claims, scenarios, two sensitivities and reverse DCF. No rating or recommendation.
PDF · 38 páginas · PLDescargar PDFEN Alphabet: ten-year six-stream FCFF, separate Cloud and Services, full EV/equity bridge, scenarios, two sensitivities and reverse DCF. No rating or recommendation.
PDF · 38 páginas · PLDescargar PDFEN Coca-Cola: ten-year five-segment FCFF, bottling refranchising, full EV/equity bridge, scenarios, sensitivity and reverse DCF. No rating or recommendation.
PDF · 35 páginas · PLDescargar PDFEN Apple: ten-year category-based FCFF, separate Products and Services margins, full EV/equity bridge, scenarios, two sensitivity matrices and reverse DCF. No rating or recommendation.
PDF · 35 páginas · PLDescargar PDFEN AB Volvo: ten-year Industrial Operations FCFF, separate VFS residual-income model, full EV/equity bridge, three cases, WACC/g and reverse DCF. No rating or recommendation.
PDF · 35 páginas · PLDescargar PDFEN Nestlé: ten-year FCFF by zone, explicit Russia and Waters deconsolidation, separate Waters/VMS proceeds bridge, three cases, WACC/g and reverse DCF. No rating or recommendation.
PDF · 36 páginas · PLDescargar PDFEN S&P Global after the Mobility spin: four-segment ten-year FCFF, full EV-to-equity bridge including redeemable NCI, three cases, WACC/g and reverse DCF. No rating or recommendation.
PDF · 34 páginas · PLDescargar PDFEN SAP: four revenue streams, a full ten-year FCFF, explicit cloud/support migration, SBC, M&A as reinvestment, scenarios, WACC/g and reverse DCF. No rating or recommendation.
PDF · 28 páginas · PLDescargar PDFEN Texas Instruments: three segments, a full ten-year FCFF, explicit CHIPS ITC and direct funding, fab capex/D&A, Silicon Labs overlay, scenarios, WACC/g and reverse DCF. No rating or recommendation.
PDF · 28 páginas · PLDescargar PDFEN Konecranes: three segments, a full ten-year FCFF model, explicit lease convention, guidance versus assumptions, scenarios, WACC/g and reverse DCF. No rating or recommendation.
PDF · 28 páginas · PLDescargar PDFEN DHL Group: five divisions, a full ten-year FCFF model, explicit lease convention, segment scenarios, WACC/g, reverse DCF, catalysts and falsification tests. No rating or recommendation.
PDF · 28 páginas · PLDescargar PDFEN LVMH: five business groups, a full ten-year FCFF model, explicit lease convention, scenarios, WACC/g, reverse DCF, China risks and falsification tests. No rating or recommendation.
PDF · 29 páginas · PLDescargar PDFEN Accenture: five industry groups, ten-year organic and acquisition growth forecast, explicit M&A cash cost, full FCFF, leases, benefits, WACC, scenarios, sensitivities and reverse DCF. No rating or recommendation.
PDF · 23 páginas · PLDescargar PDFEN PepsiCo: six segments, ten-year volume/price, cost and FCFF forecast, leases, benefits, working capital, scenarios, sensitivities and reverse DCF. Includes euro issuance and KFC risk. No rating or recommendation.
PDF · 24 páginas · PLDescargar PDFEN Detailed RELX model: Risk, STM, Legal, Exhibitions and Print, ten-year FCFF, costs, software, pre-publication, leases, JVs, scenarios, sensitivity and reverse DCF. No rating or recommendation.
PDF · 22 páginas · PLDescargar PDFEN Detailed Canadian National Railway model: seven commodity groups, RTM and yield/mix, ten-year FCFF, network costs, capex, NWC, leases, pensions, scenarios and reverse DCF. Conditional values with no rating or recommendation.
PDF · 20 páginas · PLDescargar PDFEN Detailed Novo Nordisk research: therapy and brand drivers, 340B earnings quality, a ten-year FCFF forecast, pipeline, patent cliff, scenarios, sensitivity and reverse DCF. Values are conditional analyst estimates, with no rating or investment recommendation.
PDF · 29 páginas · PLDescargar PDFEN Detailed Airbus research: delivery and segment drivers, a ten-year FCFF forecast, customer advances, programme risk, scenarios, sensitivity and reverse DCF. Values are conditional analyst estimates, with no rating or investment recommendation.
PDF · 28 páginas · PLDescargar PDFEN Detailed Nintendo research: an explicit Switch 2 platform cycle, seven revenue drivers, a ten-year FCFF forecast, balance sheet, associates, scenarios, sensitivity and reverse DCF. Values are conditional analyst estimates, with no rating or investment recommendation.
PDF · 26 páginas · PLDescargar PDFEN Detailed ASML research: three economic revenue drivers, a full ten-year FCFF forecast, balance-sheet and working-capital treatment, scenarios, sensitivity and reverse DCF. Values are conditional analyst estimates, with no rating or investment recommendation.
Corrección técnica · 15 de octubre de 2026PDF · 23 páginas · PLDescargar el PDF originalEN Detailed Microsoft research: eight revenue groups, the two new reporting segments, ten forecast years, AI reinvestment and lease conventions, scenarios and reverse DCF. Values are conditional analyst estimates, with no rating or investment recommendation.
PDF · 26 páginas · PLDescargar PDFEste archivo muestra informes publicados. Los nuevos informes aparecen después del análisis, las comprobaciones del modelo y la publicación; el informe más reciente conserva su fecha real de publicación.