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v0.1
ALLEX.PA$6.14-0.70%
Fair $6.14+0.0%

ALLEX.PA

Lexibook - Linguistic Electronic System Société anonyme

Consumer Cyclical / LeisureParis

$6.14

-0.04 (-0.70%)

Fairly Valued+0.0%Fair Value $6.14Fund rank 29/100 · Data gapFallback financials|
SA 70/B
F-Score: 5/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $5.5M · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

70/100

B

Piotroski

5/9

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 · ALLEX.PALocal privado en este navegador · Lexibook - Linguistic Electronic System Société anonyme
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

$48M

P/E

7.0x

↓

EV/EBITDA

4.2x

↓

ROE

30.2%

↑

Gross Margin

51.5%

↑

Debt/Equity

0.26

↓
52-Week Range$6
$4$7

TradingView lightweight chart

ALLEX.PA price, volumen y niveles de valoración

Último $5.660Periodo -68.1%
Fair value: $6.140

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

+17.8%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.0M · net income $7.4M · FCF $5.5M

2022-FY → 2025-FY

Gross margin

51.5%+6.1% pts

Operating margin

10.9%+1.4% pts

Net margin

10.0%+1.7% pts

FCF margin

7.5%+13.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$74.0M$74.0M$58.6M$51.2M$45.2M
Net Income$7.4M$7.4M$5.0M$3.0M$3.7M
EBITDA$9.9M$9.9M$7.4M$4.9M$5.5M
EPS0.950.950.640.390.48
Gross Margin51.5%51.5%52.1%47.5%45.4%
Operating Margin10.9%10.9%10.2%8.3%9.6%
Net Margin10.0%10.0%8.5%5.9%8.3%
Balance Sheet
Debt/Equity0.260.260.420.791.04
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$5.5M$5.5M$8.9M$447253.00$-2.7M
Returns
ROE30.2%30.2%29.4%25.5%41.7%
Valuation
P/E6.986.985.456.069.79
EV/EBITDA4.194.193.455.157.89
P/B1.951.951.591.534.06
Growth & Yield
Revenue Growth26.3%26.3%14.4%13.2%—
EPS Growth48.4%48.4%64.1%-18.7%—

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

-16.9%

fácil

EPS terminal req.

$0.54

Spread vs growth

65.3%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$0.66

Spread vs growth

55.4%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$1.06

Spread vs growth

47.3%

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 +30.4%

Total return

+30.4%

Start / end P/E

6.8x → 6.0x

EPS bridge

0.64 → 0.95

Residual

-5.9%

EPS growth+48.4%
Multiple rerating-12.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.9%

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.