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ALBFR.PA$172.00+0.12%
Fair $172.00+0.0%

ALBFR.PA

Sidetrade SA

Technology / Software - ApplicationParis

$172.00

+0.20 (+0.12%)

Fairly Valued+0.0%Fair Value $172.00Fund rank 37/100 · Data gapFallback financials|
SA 61/B
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.3M · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

61/100

B

Piotroski

8/9

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 · ALBFR.PALocal privado en este navegador · Sidetrade SA
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

$243M

P/E

31.0x

↑

EV/EBITDA

32.3x

↑

ROE

20.0%

↑

Gross Margin

27.8%

↓

Debt/Equity

0.20

↓
52-Week Range$172
$102$282

TradingView lightweight chart

ALBFR.PA price, volumen y niveles de valoración

Último $172.00Periodo +1274.9%
Fair value: $172.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+20.7%

FCF CAGR

+8.6%

FCF margin

15.0%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.3M · net income $7.9M · FCF $8.6M

2021-FY → 2024-FY

Gross margin

27.8%+22.1% pts

Operating margin

10.2%-5.2% pts

Net margin

13.8%-0.7% pts

FCF margin

15.0%-5.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$57.3M$57.3M$46.2M$36.8M$32.6M
Net Income$7.9M$7.9M$5.6M$3.4M$4.7M
EBITDA$7.9M$7.9M$7.2M$4.7M$5.8M
EPS5.215.213.752.303.25
Gross Margin27.8%27.8%24.0%15.6%5.6%
Operating Margin10.2%10.2%13.2%10.2%15.4%
Net Margin13.8%13.8%12.2%9.2%14.5%
Balance Sheet
Debt/Equity0.200.200.330.450.56
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$8.6M$8.6M$5.3M$3.1M$6.7M
Returns
ROE20.0%20.0%18.0%12.6%20.2%
Valuation
P/E30.9930.9940.9864.4351.77
EV/EBITDA32.3532.3532.6946.8541.26
P/B6.626.627.368.1110.47
Growth & Yield
Revenue Growth24.0%24.0%25.7%12.8%—
EPS Growth39.0%39.0%63.1%-29.2%—

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

43.1%

muy exigente

EPS terminal req.

$15.26

Spread vs growth

-4.1%

5Y implied EPS CAGR

28.8%

muy exigente

EPS terminal req.

$18.47

Spread vs growth

10.2%

10Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$29.74

Spread vs growth

20.0%

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 -38.4%

Total return

-38.4%

Start / end P/E

74.5x → 33.0x

EPS bridge

3.75 → 5.21

Residual

-21.7%

EPS growth+39.0%
Multiple rerating-55.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-21.7%

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.