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ALPOU.PA$8.95+0.56%
Fair $8.95+0.0%

ALPOU.PA

Poulaillon SA

Consumer Defensive / Packaged FoodsParis

$8.95

+0.05 (+0.56%)

Fairly Valued+0.0%Fair Value $8.95Fund rank 34/100 · Data gapFallback financials|
SA 65/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.0M · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

65/100

B

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 · ALPOU.PALocal privado en este navegador · Poulaillon 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

$46M

P/E

9.3x

↓

EV/EBITDA

4.2x

↓

ROE

14.2%

↑

Gross Margin

66.2%

↑

Debt/Equity

0.89

↑
52-Week Range$9
$5$9

TradingView lightweight chart

ALPOU.PA price, volumen y niveles de valoración

Último $8.950Periodo +72.8%
Fair value: $8.950

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

+10.3%

FCF CAGR

+42.5%

FCF margin

4.3%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $119.0M · net income $4.9M · FCF $5.1M

2022-FY → 2025-FY

Gross margin

66.2%-0.0% pts

Operating margin

5.4%+3.5% pts

Net margin

4.1%+2.9% pts

FCF margin

4.3%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$119.0M$119.0M$116.7M$107.7M$88.6M
Net Income$4.9M$4.9M$3.4M$4.2M$1.1M
EBITDA$14.8M$14.8M$12.8M$12.3M$8.0M
EPS0.950.950.670.820.21
Gross Margin66.2%66.2%65.1%64.8%66.2%
Operating Margin5.4%5.4%5.0%4.8%1.9%
Net Margin4.1%4.1%2.9%3.9%1.2%
Balance Sheet
Debt/Equity0.890.890.861.231.49
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$5.1M$5.1M$4.0M$2.3M$1.8M
Returns
ROE14.2%14.2%11.4%15.7%4.7%
Valuation
P/E9.329.328.325.5920.14
EV/EBITDA4.224.223.903.975.46
P/B1.331.330.950.880.96
Growth & Yield
Revenue Growth2.0%2.0%8.3%21.6%—
EPS Growth43.2%43.2%-18.7%290.5%—
Dividend Yield0.9%0.9%———

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

-6.0%

fácil

EPS terminal req.

$0.79

Spread vs growth

49.1%

5Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$0.96

Spread vs growth

43.1%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$1.55

Spread vs growth

38.2%

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 +66.6%

Total return

+66.6%

Start / end P/E

8.1x → 9.4x

EPS bridge

0.67 → 0.95

Residual

+6.8%

EPS growth+43.2%
Multiple rerating+15.8%
Dividend+0.9%
Residual / FX / buybacks / cross-term+6.8%

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.