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Indra Sistemas SA (BME:IDR)

IT Services
Tecnología
growth
cíclico

Indra Sistemas, S.A. operates as a technology and consulting company for aerospace, defense, and mobility business worldwide. The company operates through the Defence, Air Traffic, Mobility, and Minsait segments. It offers transportation solutions and services under the Mova name, including Consulting for the planning and designing transport infrastructures; Collect for ticketing, tolling, and back office applications; Traffic for traffic management and control solutions; Protect for the protection of businesses and people; Experience, a travel partner that provides information systems for public transport and passenger entertainment; Comms that connects the transportation ecosystem with personalized communication solutions; Care that provides infrastructure operation and maintenance, technology operation and maintenance, and transportation services operation and maintenance; and In-Mova Space, a technological mobility and infrastructure management platform. The company also provides Indra Air Automation; Indra Air Communication; Indra Air Navigation; Indra Air Surveillance; Indra Air; Indra Air Information; and Indra Air Services for air traffic applications. In addition, the company offers defence and security solutions, including platforms, defence systems, security, cyberdefence, space technologies applied to military operations, military and civilian training solutions, and logistics and maintenance services. Further, it provides other technological solutions for public administration, industry and consumption, financial services, energy, and telco and media sectors. Indra Sistemas, S.A. was founded in 1921 and is based in Alcobendas, Spain.

Precio Actual

€59.30
+1.19% vs día anterior

Capitalización

12B

Desviación

+306.56%

Y/Y Growth

11.4%

EBIT Margin

9.9%

ROIC

9%

PEG Ratio

0.75

ROE

15%

3Y EPS Growth

20.1%

Dividend Yield

0.42%

Net Debt / EBITDA

-0.1x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
-15.9%
CAGR EV/FCF (2026):
-75.4%
CAGR Prom.:
-5.8%
CAGR P/E:
-1.3%
CAGR EV/EBITDA: -4.1%
CAGR EV/EBIT: -1.7%
Precio de compra para +15%:
€14.81

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
15x
(Fair: 49x)
EV/FCF
15x
EV/EBITDA
8x
EV/EBIT
10x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
26x
Fair P/E
49x
CAGR EV/FCF
Tu Múltiplo: 15x
-15.9%
-6.2%
6.5%
CAGR P/E
Tu Múltiplo: 15x
-1.3%
10.1%
25.0%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-267.61%
Media vs. Gold
+17.57%
Media vs. Bono USA 7-10y
+28.67%
Media vs. Bono USA 1-3y
+27.81%
Media vs. Bono USA 20+y
+29.81%
Media vs. Dow Jones
+16.52%
Media vs. S&P 500
+14.29%
Media vs. NASDAQ 100
+8.36%
Media vs. MSCI World
+16.66%
Media vs. Russell 2000
+19.79%
Media vs. STOXX Europe 600
+22.80%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento BME:IDR
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
19.56%3.95%+15.61%4.06%+15.49%0.23%+19.33%-0.04%+19.59%1.03%+18.52%2.32%+17.24%1.57%+17.98%1.88%+17.68%1.62%+17.94%4.62%+14.93%2.27%+17.29%
2025
182.21%110.77%+71.44%26.96%+155.25%-3.73%+185.94%0.05%+182.16%-11.17%+193.38%12.80%+169.40%24.01%+158.20%30.78%+151.43%17.88%+164.33%10.80%+171.41%5.50%+176.70%
2024
21.31%153.66%-132.35%11.76%+9.55%-0.15%+21.45%0.98%+20.32%-2.54%+23.85%13.74%+7.57%24.73%-3.42%44.52%-23.21%21.92%-0.62%15.78%+5.52%11.67%+9.63%
2023
29.63%-65.23%+94.86%0.78%+28.85%-15.93%+45.56%-5.00%+34.63%-31.00%+60.63%-9.40%+39.03%-19.95%+49.58%-33.89%+63.52%-19.70%+49.33%-22.50%+52.13%-13.29%+42.92%
2022
10.36%60.33%-49.97%-6.24%+16.60%-4.15%+14.51%-0.98%+11.35%-5.94%+16.30%20.23%-9.87%28.79%-18.43%23.20%-12.84%21.22%-10.86%15.39%-5.02%21.66%-11.30%
2021
38.98%301.93%-262.95%23.90%+15.07%8.33%+30.65%2.02%+36.96%15.12%+23.86%6.02%+32.96%15.29%+23.69%41.75%-2.77%12.94%+26.04%18.48%+20.49%-4.64%+43.62%
2020
-31.70%88.85%-120.56%17.78%-49.48%5.55%-37.26%1.20%-32.90%10.91%-42.62%21.91%-53.62%28.34%-60.04%34.60%-66.31%25.23%-56.93%23.05%-54.75%23.42%-55.12%
2019
25.22%-71.79%+97.01%-3.12%+28.33%-0.97%+26.18%-0.24%+25.45%-3.17%+28.39%-6.03%+31.24%-7.01%+32.22%-5.30%+30.52%-11.16%+36.38%-13.00%+38.21%-13.42%+38.64%
2018
-28.22%1,184.56%-1,212.78%11.93%-40.15%0.76%-28.99%-0.63%-27.59%6.03%-34.26%24.33%-52.55%18.42%-46.64%27.16%-55.38%19.45%-47.68%12.45%-40.67%7.16%-35.38%
2017
8.15%1,184.56%-1,176.41%11.93%-3.78%-1.15%+9.30%-0.02%+8.18%-1.91%+10.06%24.33%-16.18%18.42%-10.26%27.16%-19.00%19.45%-11.30%12.45%-4.30%7.16%+0.99%
Media27.55%295.16%-267.61%9.97%+17.57%-1.12%+28.67%-0.27%+27.81%-2.26%+29.81%11.03%+16.52%13.26%+14.29%19.18%+8.36%10.89%+16.66%7.75%+19.79%4.75%+22.80%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
12/7/202511.4%9.9%-0.1x15x(49x)15x8x10x€14.59€12.91€23.48€26.45€29.79

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 4 años.

Dividend Yield Actual
0.42%
Basado en 2026
Crecimiento Promedio
18.56%
CAGR últimos 4 años
Años Consecutivos
0
Sin racha de crecimiento
AñoDividendo por AcciónCrecimiento
2026
Actual
€0.25+0.00%
2025€0.25+0.00%
2024€0.25+66.67%
2023€0.15-
CAGR de Dividendos (2023 - 2026)
18.56%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2025
+182.21%
📉Worst Year
2020
-31.70%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

80%
8 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

BME:IDR has demonstrated exceptional consistency with positive returns in 80% of years, qualifying as a Consistent Outperformer.