Ayuda a desarrollar World Market Atlas, un proyecto independiente para inversores particulares. Tu apoyo nos permite elaborar análisis y mejorar nuestras herramientas.
WORLD MARKET ATLAS · ANÁLISIS
Modelos DCF detallados
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.
Archivo de informesÚLTIMO INFORME · 7 de noviembre de 2026Publicación tras revisar el modelo y el PDF
Los resúmenes de análisis y los informes PDF conservan su idioma original cuando no hay una traducción disponible.
INFORME SELECCIONADO · 19 de octubre de 2026
RELX PLC REL · London Stock Exchange
PDF · 22 páginas · PL
EN 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.
Cotización de referencia
29,14 GBP
2026-10-16
Escenario DCF base
26,35 GBP
Resultado del modelo, no un precio objetivo
Escenarios pesimista / optimista
13–45 GBP
Rango de escenarios, no un intervalo de confianza
WACC: 8,30%Crecimiento a perpetuidad: 2,50%Valor terminal descontado / EV: 61,0%
Limitaciones y convenciones: Screen-grade. June net debt not fully rolled forward after the September3 Doctrine acquisition; purchase price and separate financial contribution unverified. Not full pro forma. October19 RNS shares plus author dilution buffer; no consensus/beta regression; mixed WC and investment book-value proxies. Not an investment recommendation.
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.
Archivo de informes
21 informes
Los informes conservan sus datos, modelo y fecha de publicación originales. Los análisis posteriores no actualizan las valoraciones históricas.
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.
GOOGL · Nasdaq Global Select Market · Estados Unidos
EN Alphabet: ten-year six-stream FCFF, separate Cloud and Services, full EV/equity bridge, scenarios, two sensitivities and reverse DCF. No rating or recommendation.
EN Coca-Cola: ten-year five-segment FCFF, bottling refranchising, full EV/equity bridge, scenarios, sensitivity and reverse DCF. No rating or recommendation.
EN 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.
EN 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.
EN 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.
EN 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.
EN 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.
TXN · Nasdaq Global Select Market · Estados Unidos
EN 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.
EN 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.
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.
EN 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.
EN 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.
EN 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.
EN 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.
EN 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.
EN 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.
EN 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.
EN 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.
EN 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.
Este 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.