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WORLD MARKET ATLAS · ANALYSES
Modèles DCF détaillés
Une entreprise, une analyse complète de ses activités et une valorisation détaillée des flux de trésorerie. Des analyses d’entreprises des marchés développés, avec des hypothèses, des scénarios et des sources explicites.
Archives des rapportsDERNIER RAPPORT · 7 novembre 2026Publication après vérification du modèle et du PDF
Les résumés d’analyse et les rapports PDF conservent leur langue d’origine lorsqu’aucune traduction n’est disponible.
RAPPORT SÉLECTIONNÉ · 12 octobre 2026
Airbus SE AIR · Euronext Paris
PDF · 28 pages · PL
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.
Cours de référence de l’action
187,80 EUR
2026-10-09T17:35:00+02:00
Scénario central du DCF
199,19 EUR
Résultat du modèle, pas un objectif de cours
Scénarios pessimiste / optimiste
94–364 EUR
Fourchette de scénarios, pas un intervalle de confiance
Limites et conventions : Screen-grade. Balance sheet dated 30 June 2026; proxy share count. Analyst assumptions for deliveries, price/mix, margins, WACC, capex, NWC and reserves; no current consensus or full programme model. This is not an investment recommendation.
01 · Activités et qualité des résultatsSegments, concurrence, données financières historiques, bilan, allocation du capital et risques.
02 · Modèle détailléPrévisions de chiffre d’affaires et de marges, impôts, dépenses d’investissement, amortissements, besoin en fonds de roulement, contrats de location et flux de trésorerie.
03 · Valorisation et vérificationsCoût du capital, valeur terminale, passage à la valeur des capitaux propres, scénarios, sensibilités, sources et limites.
Archives des rapports
21 rapports
Les rapports conservent leurs données, leur modèle et leur date de publication d’origine. Les analyses ultérieures n’actualisent pas les valorisations historiques.
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.
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.
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.
Cette archive présente les rapports publiés. Les nouveaux rapports apparaissent après l’analyse, les vérifications du modèle et la publication ; le rapport le plus récent conserve sa date réelle de publication.