Ao encomendar uma avaliação de empresa, também apoia o desenvolvimento do projeto.
Ajude a desenvolver o World Market Atlas, um projeto independente para investidores individuais. O seu apoio permite-nos produzir análises e melhorar as ferramentas.
Uma empresa, uma análise completa do negócio e uma avaliação detalhada dos fluxos de caixa. Análise de empresas de mercados desenvolvidos com pressupostos, cenários e fontes explícitos.
Os resumos das análises e os relatórios PDF mantêm a língua original quando não existe uma tradução disponível.
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.
Limitações e convenções: Screen-grade: delayed secondary quote; sector beta; no paid consensus; FY2026E and the 2027-2036 forecast are author assumptions. Not investment advice.
01 · Qualidade do negócio e dos lucrosSegmentos, concorrência, dados financeiros históricos, balanço, afetação de capital e riscos.
02 · Modelo detalhadoPrevisões de receitas e margens, impostos, investimento de capital, depreciação, fundo de maneio, locações e fluxos de caixa.
03 · Avaliação e verificaçõesCusto de capital, valor terminal, reconciliação do valor do capital próprio, cenários, sensibilidades, fontes e limitações.
Os relatórios mantêm os dados, o modelo e a data de publicação originais. As análises posteriores não atualizam as avaliações 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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 · PLDescarregar 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.
Correção técnica · 15 de outubro de 2026PDF · 23 páginas · PLTransferir o 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 · PLDescarregar PDFEste arquivo apresenta os relatórios publicados. Os novos relatórios surgem após a análise, as verificações do modelo e a publicação; o relatório mais recente mantém a sua data real de publicação.