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0ABP.IL$2.64+0.00%
Fair $2.64+0.0%

0ABP.IL

Novem Group S.A.

Consumer Cyclical / Auto PartsIOB

$2.64

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.64Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9
High DebtDeclining RevenueMargin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $47.7M · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

31/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.18, above the 2.0 threshold Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 0ABP.ILLocal privado en este navegador · Novem Group S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$114M

P/E

2.1x

↓

EV/EBITDA

3.4x

↓

ROE

11.8%

↑

Gross Margin

50.1%

↑

Debt/Equity

3.18

↑
52-Week Range$3
$3$5

TradingView lightweight chart

0ABP.IL price, volumen y niveles de valoración

Último $2.670Periodo -62.6%
Fair value: $2.640

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-4.1%

FCF CAGR

-27.3%

FCF margin

4.4%

FCF / Net income

2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $541.5M · net income $11.1M · FCF $23.8M

2022-FY → 2025-FY

Gross margin

50.1%-1.3% pts

Operating margin

8.0%-4.1% pts

Net margin

2.1%-5.1% pts

FCF margin

4.4%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$541.5M$541.5M$635.5M$700.3M$614.6M
Net Income$11.1M$11.1M$34.8M$50.0M$44.0M
EBITDA$77.1M$77.1M$99.7M$113.3M$100.8M
EPS0.260.260.811.161.04
Gross Margin50.1%50.1%49.9%48.3%51.4%
Operating Margin8.0%8.0%9.4%11.4%12.1%
Net Margin2.1%2.1%5.5%7.1%7.2%
Balance Sheet
Debt/Equity3.183.183.412.403.80
Current Ratio1.871.87———
Cash Flow
Free Cash Flow$23.8M$23.8M$47.7M$80.4M$61.9M
Returns
ROE11.8%11.8%38.7%46.6%65.0%
Valuation
P/E2.082.087.098.39—
EV/EBITDA3.403.404.134.51—
P/B1.211.212.753.90—
Growth & Yield
Revenue Growth-14.8%-14.8%-9.3%13.9%—
EPS Growth-67.9%-67.9%-30.2%11.5%—
Dividend Yield5.6%5.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$0.23

Spread vs growth

-64.5%

5Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$0.28

Spread vs growth

-69.6%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$0.46

Spread vs growth

-73.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -35.3%

Total return

-35.3%

Start / end P/E

5.6x → 10.3x

EPS bridge

0.81 → 0.26

Residual

-57.2%

EPS growth-67.9%
Multiple rerating+84.2%
Dividend+5.6%
Residual / FX / buybacks / cross-term-57.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.