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ALCAF.PA$11.20+1.82%
Fair $11.20+0.0%

ALCAF.PA

ALCAF.PA

Consumer Cyclical / Home Improvement RetailParis

$11.20

+0.20 (+1.82%)

Fairly Valued+0.0%Fair Value $11.20Fund rank 35/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 $40.5M · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

56/100

C

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: 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 · ALCAF.PALocal privado en este navegador · ALCAF.PA
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

$103M

P/E

8.1x

↓

EV/EBITDA

3.2x

↓

ROE

8.4%

↑

Gross Margin

52.1%

↑

Debt/Equity

0.71

↑
52-Week Range$11
$8$12

TradingView lightweight chart

ALCAF.PA price, volumen y niveles de valoración

Último $11.20Periodo -24.1%
Fair value: $11.20

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

+3.2%

FCF CAGR

+30.3%

FCF margin

9.3%

FCF / Net income

3.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $436.8M · net income $12.9M · FCF $40.5M

2022-FY → 2025-FY

Gross margin

52.1%+2.4% pts

Operating margin

6.2%-0.1% pts

Net margin

2.9%+0.3% pts

FCF margin

9.3%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$436.8M$436.8M$417.8M$407.6M$397.6M
Net Income$12.9M$12.9M$15.0M$9.4M$10.7M
EBITDA$53.7M$53.7M$56.9M$46.0M$50.1M
EPS1.381.381.611.001.14
Gross Margin52.1%52.1%50.7%49.4%49.7%
Operating Margin6.2%6.2%5.7%5.8%6.3%
Net Margin2.9%2.9%3.6%2.3%2.7%
Balance Sheet
Debt/Equity0.710.710.921.291.50
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$40.5M$40.5M$33.2M$45.5M$18.3M
Returns
ROE8.4%8.4%10.5%7.3%9.1%
Valuation
P/E8.128.125.399.508.02
EV/EBITDA3.193.193.144.644.69
P/B0.680.680.560.690.73
Growth & Yield
Revenue Growth4.5%4.5%2.5%2.5%—
EPS Growth-14.3%-14.3%61.0%-12.3%—

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

-10.4%

fácil

EPS terminal req.

$0.99

Spread vs growth

-3.9%

5Y implied EPS CAGR

-2.7%

fácil

EPS terminal req.

$1.20

Spread vs growth

-11.6%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$1.94

Spread vs growth

-17.7%

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 +40.0%

Total return

+40.0%

Start / end P/E

5.0x → 8.1x

EPS bridge

1.61 → 1.38

Residual

-9.0%

EPS growth-14.3%
Multiple rerating+63.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-9.0%

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.