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APN.L$274.50+0.92%
Fair $274.50+0.0%

APN.L

Applied Nutrition Plc

Consumer Defensive / Packaged FoodsLSE

$274.50

+2.50 (+0.92%)

Fairly Valued+0.0%Fair Value $274.50Fund rank 36/100 · Data gapFallback financials|
SA 60/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.2M · quality 71.7/100

Data gap 36/100
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

60/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · APN.LLocal privado en este navegador · Applied Nutrition Plc
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

$686M

P/E

34.3x

↑

EV/EBITDA

2702.8x

↑

ROE

38.8%

↑

Gross Margin

47.9%

↑

Debt/Equity

0.04

↓
52-Week Range$275
$123$285

TradingView lightweight chart

APN.L price, volumen y niveles de valoración

Último $274.50Periodo +90.9%
Fair value: $274.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+56.8%

FCF CAGR

-4.6%

FCF margin

6.6%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.2M · net income $18.7M · FCF $5.6M

2022-FY → 2024-FY

Gross margin

47.9%+7.7% pts

Operating margin

27.4%-1.0% pts

Net margin

21.7%-1.8% pts

FCF margin

6.6%-11.1% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$86.2M$86.2M$60.8M$35.0M
Net Income$18.7M$18.7M$13.8M$8.2M
EBITDA$25.4M$25.4M$18.6M$10.4M
EPS0.070.070.060.03
Gross Margin47.9%47.9%44.7%40.2%
Operating Margin27.4%27.4%29.5%28.4%
Net Margin21.7%21.7%22.7%23.4%
Balance Sheet
Debt/Equity0.040.040.070.08
Current Ratio3.463.46——
Cash Flow
Free Cash Flow$5.6M$5.6M$7.5M$6.2M
Returns
ROE38.8%38.8%48.1%55.2%
Valuation
P/E34.3134.31——
EV/EBITDA2702.812702.81——
P/B1428.971428.97——
Growth & Yield
Revenue Growth41.7%41.7%73.5%—
EPS Growth35.0%35.0%68.4%—

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

588.6%

muy exigente

EPS terminal req.

$24.36

Spread vs growth

-553.6%

5Y implied EPS CAGR

230.6%

muy exigente

EPS terminal req.

$29.47

Spread vs growth

-195.6%

10Y implied EPS CAGR

90.7%

muy exigente

EPS terminal req.

$47.47

Spread vs growth

-55.7%

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 +112.8%

Total return

+112.8%

Start / end P/E

2333.7x → 3679.2x

EPS bridge

0.06 → 0.07

Residual

+20.2%

EPS growth+35.0%
Multiple rerating+57.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term+20.2%

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.