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ABDP.L$1122.00-0.53%
Fair $1122.00+0.0%

ABDP.L

AB Dynamics plc

Consumer Cyclical / Auto PartsLSE

$1122.00

-6.00 (-0.53%)

Fairly Valued+0.0%Fair Value $1122.00Fund rank 40/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.7M · quality 86.7/100

Data gap 40/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

54/100

C

Piotroski

7/9

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 · ABDP.LLocal privado en este navegador · AB Dynamics plc
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

$257M

P/E

2178.6x

↑

EV/EBITDA

1015.6x

↑

ROE

8.6%

↑

Gross Margin

62.0%

↑

Debt/Equity

0.02

↓
52-Week Range$1122
$962$1830

TradingView lightweight chart

ABDP.L price, volumen y niveles de valoración

Último $1,122Periodo +1001.6%
Fair value: $1,122

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

+11.3%

FCF CAGR

+15.3%

FCF margin

18.8%

FCF / Net income

1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $114.7M · net income $12.0M · FCF $21.6M

2022-FY → 2025-FY

Gross margin

62.0%+5.3% pts

Operating margin

20.3%+12.9% pts

Net margin

10.5%+4.8% pts

FCF margin

18.8%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$114.7M$114.7M$111.3M$100.8M$83.2M
Net Income$12.0M$12.0M$9.7M$11.0M$4.7M
EBITDA$25.7M$25.7M$22.6M$23.3M$14.9M
EPS0.520.520.420.470.17
Gross Margin62.0%62.0%59.6%59.5%56.6%
Operating Margin20.3%20.3%18.2%7.3%7.4%
Net Margin10.5%10.5%8.7%10.9%5.7%
Balance Sheet
Debt/Equity0.020.020.020.010.01
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$21.6M$21.6M$19.7M$15.9M$14.1M
Returns
ROE8.6%8.6%7.4%8.8%4.2%
Valuation
P/E2178.642178.644676.263565.407324.56
EV/EBITDA1015.611015.612004.731680.651921.63
P/B186.87186.87345.28313.18255.31
Growth & Yield
Revenue Growth3.1%3.1%10.5%21.1%—
EPS Growth23.5%23.5%-12.0%177.2%—
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

478.2%

muy exigente

EPS terminal req.

$99.56

Spread vs growth

-454.7%

5Y implied EPS CAGR

197.7%

muy exigente

EPS terminal req.

$120.47

Spread vs growth

-174.2%

10Y implied EPS CAGR

81.0%

muy exigente

EPS terminal req.

$194.01

Spread vs growth

-57.5%

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 -35.2%

Total return

-35.2%

Start / end P/E

4208.6x → 2178.6x

EPS bridge

0.42 → 0.52

Residual

-11.3%

EPS growth+23.5%
Multiple rerating-48.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term-11.3%

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.