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v0.1
5LY.SI$0.17-4.02%
Fair $0.17+0.0%

5LY.SI

Marco Polo Marine Ltd.

Industrials / Marine ShippingSES

$0.17

-0.01 (-4.02%)

Fairly Valued+0.0%Fair Value $0.17Fund rank 25/100 · Data gapFallback financials|
SA 70/B
F-Score: 6/9
Declining Revenue

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-24.2M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

70/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 5LY.SILocal privado en este navegador · Marco Polo Marine Ltd.
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

$654M

P/E

8.3x

↓

EV/EBITDA

7.1x

↓

ROE

24.5%

↑

Gross Margin

44.1%

↑

Debt/Equity

0.20

↓
52-Week Range$0
$0$0

TradingView lightweight chart

5LY.SI price, volumen y niveles de valoración

Último $0.167Periodo -59.3%
Fair value: $0.167

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

+12.6%

FCF CAGR

—

FCF margin

-24.0%

FCF / Net income

-0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $122.8M · net income $58.5M · FCF $-29.5M

2022-FY → 2025-FY

Gross margin

44.1%+12.2% pts

Operating margin

26.0%+13.8% pts

Net margin

47.6%+22.9% pts

FCF margin

-24.0%-52.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$122.8M$122.8M$123.5M$127.1M$86.1M
Net Income$58.5M$58.5M$21.7M$22.6M$21.3M
EBITDA$87.9M$87.9M$39.7M$42.8M$32.4M
EPS0.020.020.010.010.01
Gross Margin44.1%44.1%39.3%36.0%31.9%
Operating Margin26.0%26.0%17.7%21.1%12.2%
Net Margin47.6%47.6%17.6%17.8%24.8%
Balance Sheet
Debt/Equity0.200.200.220.050.03
Current Ratio2.472.47———
Cash Flow
Free Cash Flow$-29.5M$-29.5M$-24.2M$-4.3M$24.1M
Returns
ROE24.5%24.5%11.7%13.5%15.4%
Valuation
P/E8.358.359.678.176.83
EV/EBITDA7.087.084.762.942.93
P/B2.622.621.181.081.04
Growth & Yield
Revenue Growth-0.6%-0.6%-2.8%47.7%—
EPS Growth166.7%166.7%0.0%0.0%—
Dividend Yield0.8%0.8%———

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

-2.5%

fácil

EPS terminal req.

$0.01

Spread vs growth

169.2%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$0.02

Spread vs growth

164.4%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$0.03

Spread vs growth

160.6%

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 +280.3%

Total return

+280.3%

Start / end P/E

7.3x → 10.4x

EPS bridge

0.01 → 0.02

Residual

+70.5%

EPS growth+166.7%
Multiple rerating+42.3%
Dividend+0.8%
Residual / FX / buybacks / cross-term+70.5%

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.