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ARBB.L$825.00+3.03%
Fair $825.00+0.0%

ARBB.L

Arbuthnot Banking Group PLC

Financial Services / Banks - RegionalLSE

$825.00

+25.00 (+3.03%)

Fairly Valued+0.0%Fair Value $825.00Fund rank 36/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 34.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

35/100

D

Piotroski

3/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · ARBB.LLocal privado en este navegador · Arbuthnot Banking Group 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

$135M

P/E

7.8x

↓

EV/EBITDA

N/A

•

ROE

6.4%

↓

Gross Margin

N/A

•

Debt/Equity

0.35

↑
52-Week Range$825
$800$1130

TradingView lightweight chart

ARBB.L price, volumen y niveles de valoración

Último $850.00Periodo +135.6%
Fair value: $825.00

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

+12.1%

FCF CAGR

+79.7%

FCF margin

255.2%

FCF / Net income

34.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $242.1M · net income $17.8M · FCF $618.0M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

7.4%-2.2% pts

FCF margin

255.2%+193.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$242.1M$242.1M$239.5M$231.2M$172.0M
Net Income$17.8M$17.8M$24.9M$35.4M$16.5M
EPS1.091.091.522.231.10
Net Margin7.4%7.4%10.4%15.3%9.6%
Balance Sheet
Debt/Equity0.350.350.350.360.21
Cash Flow
Free Cash Flow$618.0M$618.0M$341.2M$609.8M$106.5M
Returns
ROE6.4%6.4%9.3%14.0%7.8%
Valuation
P/E7.807.80587.66451.08784.67
P/B50.1950.1954.7163.2260.95
Growth & Yield
Revenue Growth1.1%1.1%3.6%34.4%—
EPS Growth-28.4%-28.4%-31.6%103.3%—
Dividend Yield6.4%6.4%———

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

306.4%

muy exigente

EPS terminal req.

$73.21

Spread vs growth

-334.7%

5Y implied EPS CAGR

140.9%

muy exigente

EPS terminal req.

$88.58

Spread vs growth

-169.3%

10Y implied EPS CAGR

62.8%

muy exigente

EPS terminal req.

$142.66

Spread vs growth

-91.2%

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 -2.2%

Total return

-2.2%

Start / end P/E

610.6x → 779.1x

EPS bridge

1.52 → 1.09

Residual

-7.8%

EPS growth-28.4%
Multiple rerating+27.6%
Dividend+6.4%
Residual / FX / buybacks / cross-term-7.8%

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.