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ALLAN.PA$27.00+0.00%
Fair $27.00+0.0%

ALLAN.PA

Lanson-BCC

Consumer Defensive / Beverages - Wineries & DistilleriesParis

$27.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $27.00Fund rank 23/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Declining RevenueLow Profitability

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 15%

FCF escenarios

weak_data · normalized FCF $8.5M · quality 31.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

31/100

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: 2unknown: 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 ROE is 4.2%, below the 5% threshold
Thesis & Journal · ALLAN.PALocal privado en este navegador · Lanson-BCC
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

$179M

P/E

11.3x

↓

EV/EBITDA

15.2x

↑

ROE

4.2%

↓

Gross Margin

50.6%

↑

Debt/Equity

1.45

↑
52-Week Range$27
$26$39

TradingView lightweight chart

ALLAN.PA price, volumen y niveles de valoración

Último $27.00Periodo +20.7%
Fair value: $27.00

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

-6.9%

FCF CAGR

-32.8%

FCF margin

5.2%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $233.3M · net income $16.2M · FCF $12.1M

2022-FY → 2025-FY

Gross margin

50.6%+5.1% pts

Operating margin

16.8%-2.4% pts

Net margin

7.0%-6.4% pts

FCF margin

5.2%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$233.3M$233.3M$255.4M$271.7M$289.2M
Net Income$16.2M$16.2M$23.8M$36.7M$38.7M
EBITDA$48.6M$48.6M$57.6M$67.4M$63.7M
EPS2.402.403.535.445.54
Gross Margin50.6%50.6%48.8%51.4%45.5%
Operating Margin16.8%16.8%19.0%21.6%19.2%
Net Margin7.0%7.0%9.3%13.5%13.4%
Balance Sheet
Debt/Equity1.451.451.411.441.50
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$12.1M$12.1M$8.5M$-14.7M$39.9M
Returns
ROE4.2%4.2%6.4%10.4%12.0%
Valuation
P/E11.2511.259.977.415.78
EV/EBITDA15.2215.2213.1111.4710.84
P/B0.470.470.630.770.69
Growth & Yield
Revenue Growth-8.7%-8.7%-6.0%-6.1%—
EPS Growth-32.0%-32.0%-35.1%-1.8%—
Dividend Yield2.2%2.2%———

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

-0.1%

fácil

EPS terminal req.

$2.40

Spread vs growth

-32.0%

5Y implied EPS CAGR

3.8%

fácil

EPS terminal req.

$2.90

Spread vs growth

-35.9%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$4.67

Spread vs growth

-38.9%

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 -27.1%

Total return

-27.1%

Start / end P/E

10.8x → 11.3x

EPS bridge

3.53 → 2.40

Residual

-1.3%

EPS growth-32.0%
Multiple rerating+4.0%
Dividend+2.2%
Residual / FX / buybacks / cross-term-1.3%

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.