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IPG Photonics Corporation (IPGP)

NEUTRAL
TechnologySemiconductor Equipment & MaterialsUnited States

Fondamentale

53

Prezzo

$71.24

Capitalizzazione

$2.97B

Parte 1 · Quanto vale l'azienda

Panoramica

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.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Per questa società non c'è ancora una scheda redazionale

Per questa società non c'è ancora un elenco di concorrenti.

Stato Patrimoniale e Liquidità

Ricavi

$1.07B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$28M

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

$-3M

Patrimonio Netto Totale

$2.13B

Passività Totali

$296M

Rapporto di Liquidità

6.18

Copertura Interessi

-

Debito/EBITDA

0.20

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Caso generaleCorrettamente Valutato

Fair Value

$72.52

Prezzo Attuale

$71.24

Margine di Sicurezza

+1.8%

Range Fair Value

$47.14 - $97.91

Metodi di Stima

Target degli analisti:$126.21
Flussi di cassa scontati (DCF):$89.19
Multiplo sugli utili (P/E):$30.50
Formula di Graham:$4.86
Valore della capacità di reddito (EPV):$1.50
P/B giustificato:Dati insufficienti per calcolarlo
Sconto dei dividendi (Gordon):Dati insufficienti per calcolarlo
P/FFO, i fondi da operazioni:Dati insufficienti per calcolarlo
Utili di mezzo ciclo:$161.45
Multiplo sui ricavi:Dati insufficienti per calcolarlo
Consenso Analisti:Buy (12B / 4H / 1S)
Ultima Sorpresa Utili:+37.06%

Metriche di Valutazione

Rapporto P/E

110.53

ROE

1.5%

Rapporto P/B

1.41

P/FCF

144.67

Margine Lordo

38.4%

ROIC

0.3%

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

0.3%

WACC

9.8%

ROIC − WACC

-9.5 pp

Il ROIC è sotto il costo del capitale: l'azienda distrugge valore per ogni dollaro investito.

Criteri di Analisi Fondamentale

Superati (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

Non superati (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%

Non disponibili (3)

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

Piotroski F-Score

6/9

Segnali misti: alcune aree necessitano attenzione

score
criteria

Qualità degli Utili

3.50

Alta qualità: utili supportati da cash

Diluizione Azionaria

-4.0%

Riacquisto azioni. Favorevole agli azionisti

Governance

Team Dirigenziale

NomeRuoloEtà
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

Rischio Audit

5

Rischio CdA

2

Rischio Compensi

9

Rischio Diritti Azionisti

2

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Ultime Notizie

Ultime notizie per IPGP, da 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