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AT.L$403.50-2.62%
Fair $403.50+0.0%

AT.L

Ashtead Technology Holdings Plc

Energy / Oil & Gas Equipment & ServicesLSE

$403.50

-11.50 (-2.62%)

Fairly Valued+0.0%Fair Value $403.50Fund rank 32/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9

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 $19.6M · quality 54.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

56/100

C

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · AT.LLocal privado en este navegador · Ashtead Technology Holdings 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

$324M

P/E

10.1x

↓

EV/EBITDA

410.5x

↑

ROE

20.5%

↑

Gross Margin

60.0%

↑

Debt/Equity

0.78

↑
52-Week Range$404
$297$536

TradingView lightweight chart

AT.L price, volumen y niveles de valoración

Último $428.00Periodo +164.2%
Fair value: $403.50

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

+40.6%

FCF CAGR

+3.5%

FCF margin

10.1%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $203.2M · net income $32.2M · FCF $20.4M

2022-FY → 2025-FY

Gross margin

60.0%-14.3% pts

Operating margin

23.0%-1.2% pts

Net margin

15.9%-1.1% pts

FCF margin

10.1%-15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$203.2M$203.2M$168.0M$110.5M$73.1M
Net Income$32.2M$32.2M$28.8M$21.6M$12.4M
EBITDA$80.2M$80.2M$65.5M$44.1M$26.9M
EPS0.400.400.350.270.16
Gross Margin60.0%60.0%63.3%78.1%74.2%
Operating Margin23.0%23.0%24.8%28.1%24.2%
Net Margin15.9%15.9%17.1%19.5%16.9%
Balance Sheet
Debt/Equity0.780.781.100.740.50
Current Ratio2.252.25———
Cash Flow
Free Cash Flow$20.4M$20.4M$729000.00$19.6M$18.4M
Returns
ROE20.5%20.5%22.6%22.1%16.5%
Valuation
P/E10.0910.091638.422284.642000.00
EV/EBITDA410.52410.52721.311120.16944.02
P/B208.91208.91370.09506.13338.06
Growth & Yield
Revenue Growth20.9%20.9%52.1%51.1%—
EPS Growth11.9%11.9%32.6%70.1%—
Dividend Yield0.3%0.3%———

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

348.8%

muy exigente

EPS terminal req.

$35.80

Spread vs growth

-337.0%

5Y implied EPS CAGR

155.7%

muy exigente

EPS terminal req.

$43.32

Spread vs growth

-143.9%

10Y implied EPS CAGR

67.7%

muy exigente

EPS terminal req.

$69.77

Spread vs growth

-55.9%

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 -3.6%

Total return

-3.6%

Start / end P/E

1258.5x → 1080.8x

EPS bridge

0.35 → 0.40

Residual

-1.7%

EPS growth+11.9%
Multiple rerating-14.1%
Dividend+0.3%
Residual / FX / buybacks / cross-term-1.7%

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.