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ALFLE.PA$24.20+8.11%
Fair $24.20+0.0%

ALFLE.PA

Fleury Michon SA

Consumer Defensive / Packaged FoodsParis

$24.20

+1.80 (+8.11%)

Fairly Valued+0.0%Fair Value $24.20Fund rank 21/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9

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 14%

FCF escenarios

weak_data · normalized FCF $23.5M · quality 27.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

33/100

D

Piotroski

4/9

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 · ALFLE.PALocal privado en este navegador · Fleury Michon 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

$100M

P/E

12.0x

↓

EV/EBITDA

-1.8x

↓

ROE

6.7%

↓

Gross Margin

46.2%

↑

Debt/Equity

N/A

•
52-Week Range$24
$22$29

TradingView lightweight chart

ALFLE.PA price, volumen y niveles de valoración

Último $24.00Periodo -6.5%
Fair value: $24.20

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

+1.7%

FCF CAGR

—

FCF margin

-2.0%

FCF / Net income

-1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $836.4M · net income $13.6M · FCF $-16.5M

2022-FY → 2025-FY

Gross margin

46.2%+2.1% pts

Operating margin

1.5%-0.5% pts

Net margin

1.6%+1.3% pts

FCF margin

-2.0%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$836.4M$836.4M$807.0M$836.2M$794.8M
Net Income$13.6M$13.6M$47.7M$10.3M$2.4M
EBITDA$53.2M$53.2M$56.7M$54.7M$53.9M
EPS——11.452.470.57
Gross Margin46.2%46.2%48.0%47.3%44.1%
Operating Margin1.5%1.5%1.6%2.6%1.9%
Net Margin1.6%1.6%5.9%1.2%0.3%
Balance Sheet
Debt/Equity————1.35
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$-16.5M$-16.5M$23.5M$42.3M$-13.8M
Returns
ROE6.7%6.7%23.7%6.5%1.6%
Valuation
P/E11.9811.982.448.0433.33
EV/EBITDA-1.76-1.76-1.93-1.543.35
P/B0.490.490.580.520.51
Growth & Yield
Revenue Growth3.6%3.6%-3.5%5.2%—
EPS Growth——363.6%333.3%—
Dividend Yield5.6%5.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -6.8%

Total return

-6.8%

Start / end P/E

n/dx → n/dx

EPS bridge

11.45 → n/d

Residual

-12.4%

EPS growthn/d
Multiple reratingn/d
Dividend+5.6%
Residual / FX / buybacks / cross-term-12.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.