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ALREW.PA$1.69+0.72%
Fair $1.69+0.0%

ALREW.PA

Reworld Media Société Anonyme

Communication Services / Advertising AgenciesParis

$1.69

+0.01 (+0.72%)

Fairly Valued+0.0%Fair Value $1.69Fund rank 33/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9
Declining Revenue

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 $22.8M · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

46/100

C

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: 1unknown: 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 2 consecutive years
Thesis & Journal · ALREW.PALocal privado en este navegador · Reworld Media 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

$97M

P/E

6.0x

↓

EV/EBITDA

4.9x

↓

ROE

7.4%

↑

Gross Margin

60.6%

↑

Debt/Equity

0.78

↑
52-Week Range$2
$1$2

TradingView lightweight chart

ALREW.PA price, volumen y niveles de valoración

Último $1.690Periodo -50.3%
Fair value: $1.690

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

+1.5%

FCF CAGR

+4.2%

FCF margin

5.3%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $529.3M · net income $16.9M · FCF $27.9M

2022-FY → 2025-FY

Gross margin

60.6%-5.7% pts

Operating margin

8.7%-3.3% pts

Net margin

3.2%-5.3% pts

FCF margin

5.3%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$529.3M$529.3M$534.7M$549.3M$505.8M
Net Income$16.9M$16.9M$23.3M$24.2M$43.0M
EBITDA$45.3M$45.3M$50.8M$68.0M$73.4M
EPS0.300.300.380.390.74
Gross Margin60.6%60.6%61.1%63.6%66.3%
Operating Margin8.7%8.7%8.8%8.8%12.0%
Net Margin3.2%3.2%4.4%4.4%8.5%
Balance Sheet
Debt/Equity0.780.780.891.021.23
Current Ratio0.680.68———
Cash Flow
Free Cash Flow$27.9M$27.9M$22.8M$11.4M$24.6M
Returns
ROE7.4%7.4%10.9%12.0%24.4%
Valuation
P/E6.046.044.888.498.22
EV/EBITDA4.884.884.704.576.13
P/B0.420.420.531.012.00
Growth & Yield
Revenue Growth-1.0%-1.0%-2.7%8.6%—
EPS Growth-20.6%-20.6%-2.6%-47.3%—
Dividend Yield1.2%1.2%———

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

-20.8%

fácil

EPS terminal req.

$0.15

Spread vs growth

0.1%

5Y implied EPS CAGR

-9.7%

fácil

EPS terminal req.

$0.18

Spread vs growth

-11.0%

10Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$0.29

Spread vs growth

-20.3%

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 +12.5%

Total return

+12.5%

Start / end P/E

4.0x → 5.6x

EPS bridge

0.38 → 0.30

Residual

-8.3%

EPS growth-20.6%
Multiple rerating+40.3%
Dividend+1.2%
Residual / FX / buybacks / cross-term-8.3%

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.