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1社の事業を詳しく分析し、詳細なキャッシュフロー評価を行います。先進国市場の企業を対象に、前提条件、シナリオ、情報源を明示した調査を提供します。
翻訳がない調査概要とPDFレポートは、原文の言語で表示します。
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.
制約と計算上の取り決め： Screen-grade: delayed secondary quote; sector beta; no paid consensus; FY2026E and the 2027-2036 forecast are author assumptions. Not investment advice.
01 · 事業と利益の質事業部門、競争環境、過去の財務データ、貸借対照表、資本配分、リスク。
02 · 詳細モデル売上高と利益率の予測、税金、設備投資、減価償却、運転資本、リース、キャッシュフロー。
03 · 評価と検証資本コスト、継続価値、株主価値への調整、シナリオ、感度分析、情報源、制約。
各レポートは元のデータ、モデル、公開日を保持します。その後の調査によって過去の評価額が更新されることはありません。
結果: 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 ページ · PLPDFをダウンロード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.
PDF · 38 ページ · PLPDFをダウンロードEN Coca-Cola: ten-year five-segment FCFF, bottling refranchising, full EV/equity bridge, scenarios, sensitivity and reverse DCF. No rating or recommendation.
PDF · 35 ページ · PLPDFをダウンロード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.
PDF · 35 ページ · PLPDFをダウンロード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.
PDF · 35 ページ · PLPDFをダウンロード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.
PDF · 36 ページ · PLPDFをダウンロード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.
PDF · 34 ページ · PLPDFをダウンロード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.
PDF · 28 ページ · PLPDFをダウンロード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.
PDF · 28 ページ · PLPDFをダウンロード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.
PDF · 28 ページ · PLPDFをダウンロード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.
PDF · 28 ページ · PLPDFをダウンロード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.
PDF · 29 ページ · PLPDFをダウンロード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.
PDF · 23 ページ · PLPDFをダウンロード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.
PDF · 24 ページ · PLPDFをダウンロード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.
PDF · 22 ページ · PLPDFをダウンロード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.
PDF · 20 ページ · PLPDFをダウンロード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.
PDF · 29 ページ · PLPDFをダウンロード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.
PDF · 28 ページ · PLPDFをダウンロード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.
PDF · 26 ページ · PLPDFをダウンロード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.
技術的訂正 · 2026年10月15日PDF · 23 ページ · PL元のPDFをダウンロード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.
PDF · 26 ページ · PLPDFをダウンロードこのアーカイブには公開済みのレポートを掲載しています。新しいレポートは調査、モデルの検証、公開を経て追加されます。最新のレポートも実際の公開日を維持します。