(AM) Dassault Aviation - Overview

Sector: Industrials | Industry: Aerospace & Defense | Exchange: PA (France) | Market Cap: 22.603m EUR | Total Return: 22.6% in 12m

Fighter Jets, Business Jets, Military Drones, Space
Total Rating 58
Safety 77
Buy Signal 0.21
Aerospace & Defense
Industry Rotation: +10.1
Market Cap: 26.3B
Avg Turnover: 16.7M
Risk 3d forecast
Volatility31.2%
VaR 5th Pctl5.02%
VaR vs Median-2.71%
Reward TTM
Sharpe Ratio-0.24
Rel. Str. IBD66.5
Rel. Str. Peer Group65.2
Character TTM
Beta-0.280
Beta Downside-0.642
Hurst Exponent0.459
Drawdowns 3y
Max DD22.02%
CAGR/Max DD1.00
CAGR/Mean DD3.00

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: AM Dassault Aviation

Dassault Aviation SA is a French aerospace manufacturer specializing in dual-use technology across military and civil aviation. Its primary defense asset is the Rafale multi-role fighter, while its civil segment centers on the Falcon business jet family. The company also develops unmanned combat vehicles and space transport systems, supported by a vertically integrated model that includes maintenance, pilot training, and aerostructure production.

The aerospace sector is characterized by long product lifecycles and high barriers to entry due to intensive R&D requirements and strict regulatory certifications. Dassault operates within a niche duopoly in the large-cabin business jet market and maintains a strategic role in European defense sovereignty. Examining the latest valuation metrics on ValueRay can provide deeper insight into its current market positioning.

Beyond aircraft assembly, the company generates recurring revenue through long-term support contracts and equipment overhauls. This diversified service portfolio helps mitigate the cyclical nature of aircraft delivery schedules and fluctuates with global defense spending and corporate travel demand.

Headlines to Watch Out For
  • Rafale export contracts and multi-year order backlogs drive long-term defense revenue
  • Falcon business jet delivery rates dictate civil segment margins and cash flow
  • Global geopolitical tensions increase European defense spending and fighter jet demand
  • Supply chain bottlenecks and skilled labor shortages constrain aircraft production capacity
  • Research and development costs for next-generation fighter programs impact operational profitability
Piotroski VR-10 (Strict) 8.0
Net Income: 1.90b TTM > 0 and > 6% of Revenue
FCF/TA: 0.10 > 0.02 and ΔFCF/TA 3.35 > 1.0
NWC/Revenue: 10.57% < 20% (prev 13.89%; Δ -3.32% < -1%)
CFO/TA 0.11 > 3% & CFO 3.73b > Net Income 1.90b
Net Debt (-802.0m) to EBITDA (1.49b): -0.54 < 3
Current Ratio: 1.06 > 1.5 & < 3
Outstanding Shares: last quarter (78.0m) vs 12m ago -1.97% < -2%
Gross Margin: 36.45% > 18% (prev 0.05%; Δ 3.64k% > 0.5%)
Asset Turnover: 48.76% > 50% (prev 36.82%; Δ 11.94% > 0%)
Interest Coverage Ratio: 92.82 > 6 (EBITDA TTM 1.49b / Interest Expense TTM 12.4m)
Altman Z'' 1.52
A: 0.04 (Total Current Assets 27.5b - Total Current Liabilities 26.1b) / Total Assets 32.9b
B: 0.21 (Retained Earnings 6.92b / Total Assets 32.9b)
C: 0.04 (EBIT TTM 1.15b / Avg Total Assets 28.2b)
D: 0.26 (Book Value of Equity 6.86b / Total Liabilities 26.2b)
Altman-Z'' = 1.52 = BB
Beneish M -3.58
DSRI: 0.98 (Receivables 1.97b/1.26b, Revenue 13.7b/8.65b)
GMI: 0.13 (GM 36.45% / 4.71%)
AQI: 0.81 (AQ_t 0.12 / AQ_t-1 0.14)
SGI: 1.59 (Revenue 13.7b / 8.65b)
TATA: -0.06 (NI 1.90b - CFO 3.73b) / TA 32.9b)
Beneish M = -3.58 (Cap -4..+1) = AAA
What is the price of AM shares?

As of May 25, 2026, the stock is trading at EUR 291.40 with a total of 78,701 shares traded.
Over the past week, the price has changed by +0.86%, over one month by +4.82%, over three months by +1.27% and over the past year by +22.55%.

Is AM a buy, sell or hold?

Dassault Aviation has no consensus analysts rating.

Dassault Aviation (AM) - Fundamental Data Overview as of 24 May 2026
Market Cap USD = 26.3b (22.6b EUR * 1.1641 EUR.USD)
P/E Trailing = 23.2562
P/E Forward = 17.9856
P/S = 2.9852
P/B = 3.3958
P/EG = 1.18
Revenue TTM = 13.7b EUR
EBIT TTM = 1.15b EUR
EBITDA TTM = 1.49b EUR
Long Term Debt = 16.3m EUR (from longTermDebt, last quarter)
Short Term Debt = 28.8m EUR (from shortTermDebt, last quarter)
Debt = 382.0m EUR (from shortLongTermDebtTotal, last quarter) + Leases 178.9m
Net Debt = -802.0m EUR (calculated: Debt 382.0m - CCE 1.18b)
Enterprise Value = 21.8b EUR (22.6b + Debt 382.0m - CCE 1.18b)
Interest Coverage Ratio = 92.82 (Ebit TTM 1.15b / Interest Expense TTM 12.4m)
EV/FCF = 6.71x (Enterprise Value 21.8b / FCF TTM 3.25b)
FCF Yield = 14.91% (FCF TTM 3.25b / Enterprise Value 21.8b)
FCF Margin = 23.65% (FCF TTM 3.25b / Revenue TTM 13.7b)
Net Margin = 13.83% (Net Income TTM 1.90b / Revenue TTM 13.7b)
Gross Margin = 36.45% ((Revenue TTM 13.7b - Cost of Revenue TTM 8.74b) / Revenue TTM)
Gross Margin QoQ = 8.80% (prev 41.96%)
Tobins Q-Ratio = 0.66 (Enterprise Value 21.8b / Total Assets 32.9b)
Interest Expense / Debt = 3.24% (Interest Expense 12.4m / Debt 382.0m)
Taxrate = 18.60% (146.9m / 789.7m)
NOPAT = 935.4m (EBIT 1.15b * (1 - 18.60%))
Current Ratio = 1.06 (Total Current Assets 27.5b / Total Current Liabilities 26.1b)
Debt / Equity = 0.06 (Debt 382.0m / totalStockholderEquity, last quarter 6.66b)
Debt / EBITDA = -0.54 (Net Debt -802.0m / EBITDA 1.49b)
Debt / FCF = -0.25 (Net Debt -802.0m / FCF TTM 3.25b)
Total Stockholder Equity = 6.27b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.74% (Net Income 1.90b / Total Assets 32.9b)
RoE = 30.30% (Net Income TTM 1.90b / Total Stockholder Equity 6.27b)
RoCE = 18.27% (EBIT 1.15b / Capital Employed (Equity 6.27b + L.T.Debt 16.3m))
RoIC = 14.80% (NOPAT 935.4m / Invested Capital 6.32b)
WACC = 4.96% (E(22.6b)/V(23.0b) * Re(5.0%) + D(382.0m)/V(23.0b) * Rd(3.24%) * (1-Tc(0.19)))
Discount Rate = 5.0% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -97.75 | Cagr: -2.85%
[DCF] Terminal Value 77.97% ; FCFF base≈2.56b ; Y1≈2.94b ; Y5≈4.33b
[DCF] Fair Price = 849.8 (EV 65.1b - Net Debt -802.0m = Equity 65.9b / Shares 77.6m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 69.56 | Revenue CAGR: 13.01% | SUE: 0.26 | # QB: 0
EPS current Year (2026-12-31): EPS=15.93 | Chg30d=-0.77% | Revisions=-14% | GrowthEPS=+17.2% | GrowthRev=+17.1%
EPS next Year (2027-12-31): EPS=18.81 | Chg30d=+0.08% | Revisions=+14% | GrowthEPS=+18.1% | GrowthRev=+11.9%
[Analyst] Revisions Ratio: -14%