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IPG Photonics Corporation (IPGP)

NEUTRAL
TechnologySemiconductor Equipment & MaterialsUnited States

Fundamental

53

Precio

$71.29

Capitalización Bursátil

$2.97B

Parte 1 · Cuánto vale la empresa

Resumen

IPG Photonics Corporation develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications. The company offers laser products, including hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; and high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers, as well as other versions. It also provides complementary products, such as optical fiber delivery cables, fiber couplers, beam switches, optical processing heads, process measuring and monitoring technologies, and in-line sensors and chillers. In addition, the company offers LightWELD, a handheld laser welding system; 2D compact flat sheet cutter systems; high precision laser systems for medical technology industry; multi axis Cartesian systems for fine welding, cutting, and drilling applications; laser and non-laser robotic welding and automation solutions; and related accessories for specific medical applications. The company sells and markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors. It serves general manufacturing, automotive, consumer goods, medical devices, energy/renewable energy, micro electronics, original equipment manufacturers instrument manufacturing, scientific, as well as aerospace and defense, rail, and shipbuilding markets. IPG Photonics Corporation was founded in 1990 and is headquartered in Marlborough, Massachusetts.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance y Liquidez

Ingresos

$1.07B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$28M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$-3M

Patrimonio Neto Total

$2.13B

Pasivo Total

$296M

Ratio de Liquidez

6.18

Cobertura de Intereses

-

Deuda/EBITDA

0.20

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseValoración Justa

Valor Justo

$72.52

Precio Actual

$71.29

Margen de Seguridad

+1.7%

Rango de Valor Justo

$47.14 - $97.91

Métodos de Estimación

Analyst price target:$126.21
Discounted cash flow (DCF):$89.19
Earnings multiple (P/E):$30.50
Graham growth formula:$4.86
Earnings power value (EPV):$1.50
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$161.45
Revenue multiple:Not enough data to compute it
Consenso de Analistas:Comprar (12B / 4H / 1S)
Última Sorpresa de Resultados:+37.06%

Métricas de Valoración

Ratio P/E

110.53

ROE

1.5%

Ratio P/B

1.41

P/FCF

144.67

Margen Bruto

38.4%

ROIC

0.3%

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

0.3%

WACC

9.8%

ROIC − WACC

-9.5 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Criterios de Análisis Fundamental

Superado (15)

  • EPS shows upward trend
  • EPS CAGR 11.95%
  • Gross Margin 38.4%
  • P/B Ratio 1.41
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Low reliance on intangibles
  • Analyst Consensus 71% Buy
  • Earnings Surprise avg 8.8%
  • Earnings Quality (OCF/NI) 3.50
  • Share Dilution -4.0%
  • Net Margin Trend 2.6% vs -22.8%
  • Piotroski F-Score 6/9

Fallido (10)

  • Price CAGR -2.94%
  • ROIC 0.3%
  • P/FCF 144.67
  • Operating Margin 0.7%
  • CapEx intensity
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • ROE 1.3%
  • Revenue Growth 5Y -3.5%

No disponible (3)

  • Dividend Payout NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

6/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

3.50

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-4.0%

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
Dr. Mark Milton Gitin Ph.D.CEO & Director58
Mr. Timothy P. V. MammenSenior VP & CFO55
Dr. Paulus Bucher Ph.D.Senior Vice President of Global Operations58
Mr. Angelo P. Lopresti II, J.D.Senior VP, General Counsel & Secretary61
Mr. Trevor D. NessSenior Vice President & Chief Revenue Officer52
Ms. Mary E. ButtarazziVP, Corporate Controller, Chief Accounting Officer & Principal Accounting Officer49
Dr. Igor Samartsev Ph.D.Senior VP & Chief Scientist62
Mr. Eugene FedotoffSenior Director of Investor Relations-
Ms. Jennifer KartonoSenior VP & Chief Human Resources Officer55
Dr. Eugene A. Scherbakov Ph.D.Director & Advisor77

Riesgo de Auditoría

5

Riesgo del Consejo

2

Riesgo de Compensación

9

Riesgo de Derechos del Accionista

2

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for IPGP, sourced from Markets Gazette.

  • 3/6/2026POSITIVE
    How IPG Photonics Stock Gained 42% Last Month

    IPG Photonics Corporation (IPGP) experienced a significant surge of 42% in its stock price last month, outperforming analyst expectations. This substantial gain indicates strong positive market sentiment and potentially reflects robust operational performance or favorable market conditions for the company's products. Investors are likely reacting to news that suggests a brighter future outlook for the company, possibly related to increased demand for its fiber laser technology or successful product innovations. The impressive monthly performance suggests that IPG Photonics is a company to watch for continued growth.

via Markets Gazette