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v0.1
8MF.F$0.71-6.58%
Fair $0.71+0.0%

8MF.F

Grenevia S.A.

Industrials / Farm & Heavy Construction MachineryFrankfurt

$0.71

-0.05 (-6.58%)

Fairly Valued+0.0%Fair Value $0.71Fund rank 27/100 · Data gapFallback financials|
SA 64/B
F-Score: 5/9

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 $400.0M · quality 45.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

64/100

B

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: 0unknown: 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.
Thesis & Journal · 8MF.FLocal privado en este navegador · Grenevia 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

$428M

P/E

5.5x

↓

EV/EBITDA

0.2x

↓

ROE

13.4%

↑

Gross Margin

35.6%

↑

Debt/Equity

0.51

↑
52-Week Range$1
$1$1

TradingView lightweight chart

8MF.F price, volumen y niveles de valoración

Último $0.710Periodo +46.2%
Fair value: $0.710

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

+22.9%

FCF CAGR

—

FCF margin

26.0%

FCF / Net income

1.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.40B · net income $320.0M · FCF $625.0M

2022-FY → 2025-FY

Gross margin

35.6%-0.6% pts

Operating margin

18.3%-1.3% pts

Net margin

13.3%+1.1% pts

FCF margin

26.0%+40.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.40B$2.40B$1.93B$1.63B$1.30B
Net Income$320.0M$320.0M$311.0M$212.0M$158.0M
EBITDA$694.0M$694.0M$628.0M$473.0M$456.0M
EPS0.550.550.430.370.27
Gross Margin35.6%35.6%36.5%35.5%36.2%
Operating Margin18.3%18.3%19.8%16.7%19.6%
Net Margin13.3%13.3%16.1%13.0%12.2%
Balance Sheet
Debt/Equity0.510.510.500.480.56
Current Ratio2.952.95———
Cash Flow
Free Cash Flow$625.0M$625.0M$400.0M$-62.0M$-190.0M
Returns
ROE13.4%13.4%14.5%10.5%8.6%
Valuation
P/E5.465.461.192.022.59
EV/EBITDA0.160.160.701.691.10
P/B0.170.170.140.210.22
Growth & Yield
Revenue Growth24.8%24.8%18.6%25.4%—
EPS Growth27.9%27.9%16.2%37.0%—

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

-51.4%

fácil

EPS terminal req.

$0.06

Spread vs growth

79.3%

5Y implied EPS CAGR

-32.6%

fácil

EPS terminal req.

$0.08

Spread vs growth

60.6%

10Y implied EPS CAGR

-13.9%

fácil

EPS terminal req.

$0.12

Spread vs growth

41.8%

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 +13.6%

Total return

+13.6%

Start / end P/E

1.5x → 1.3x

EPS bridge

0.43 → 0.55

Residual

-3.1%

EPS growth+27.9%
Multiple rerating-11.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.1%

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.