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ACG.WA$20.90-0.48%
Fair $20.90+0.0%

ACG.WA

AC Spólka Akcyjna

Consumer Cyclical / Auto PartsWarsaw

$20.90

-0.10 (-0.48%)

Fairly Valued+0.0%Fair Value $20.90Fund rank 35/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.0M · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

40/100

C

Piotroski

3/9

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 3 consecutive years
Thesis & Journal · ACG.WALocal privado en este navegador · AC Spólka Akcyjna
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

$173M

P/E

13.6x

↓

EV/EBITDA

7.8x

↓

ROE

8.9%

↑

Gross Margin

30.1%

↑

Debt/Equity

0.31

↓
52-Week Range$21
$20$31

TradingView lightweight chart

ACG.WA price, volumen y niveles de valoración

Último $20.90Periodo +5.0%
Fair value: $20.90

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

-8.7%

FCF CAGR

-4.9%

FCF margin

16.1%

FCF / Net income

2.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $205.6M · net income $14.1M · FCF $33.0M

2022-FY → 2025-FY

Gross margin

30.1%-1.4% pts

Operating margin

8.5%-8.3% pts

Net margin

6.9%-6.6% pts

FCF margin

16.1%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$205.6M$205.6M$240.1M$260.0M$270.5M
Net Income$14.1M$14.1M$28.2M$28.5M$36.4M
EBITDA$29.8M$29.8M$45.4M$47.2M$56.5M
EPS1.541.543.072.933.61
Gross Margin30.1%30.1%31.9%27.8%31.6%
Operating Margin8.5%8.5%14.2%12.1%16.8%
Net Margin6.9%6.9%11.8%11.0%13.4%
Balance Sheet
Debt/Equity0.310.310.260.310.11
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$33.0M$33.0M$37.9M$10.2M$38.4M
Returns
ROE8.9%8.9%19.5%19.8%24.1%
Valuation
P/E13.5713.5710.008.919.61
EV/EBITDA7.827.826.976.266.46
P/B1.211.211.951.762.32
Growth & Yield
Revenue Growth-14.4%-14.4%-7.7%-3.9%—
EPS Growth-49.8%-49.8%4.8%-18.8%—

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

6.4%

razonable

EPS terminal req.

$1.85

Spread vs growth

-56.2%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$2.24

Spread vs growth

-57.7%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$3.61

Spread vs growth

-58.7%

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 -30.1%

Total return

-30.1%

Start / end P/E

9.7x → 13.6x

EPS bridge

3.07 → 1.54

Residual

-19.6%

EPS growth-49.8%
Multiple rerating+39.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.6%

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.