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AVG.L$670.00+3.03%
Fair $670.00+0.0%

AVG.L

Avingtrans plc

Industrials / Specialty Industrial MachineryLSE

$670.00

+20.00 (+3.03%)

Fairly Valued+0.0%Fair Value $670.00Fund rank 25/100 · Data gapFallback financials|
SA 52/C
F-Score: 2/9
Low Profitability

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-1.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

52/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 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. ROE is 3.3%, below the 5% threshold
Thesis & Journal · AVG.LLocal privado en este navegador · Avingtrans 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

$225M

P/E

31.9x

↑

EV/EBITDA

1783.4x

↑

ROE

3.3%

↓

Gross Margin

32.2%

↑

Debt/Equity

0.22

↓
52-Week Range$670
$390$680

TradingView lightweight chart

AVG.L price, volumen y niveles de valoración

Último $680.00Periodo +621.0%
Fair value: $670.00

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

+17.4%

FCF CAGR

—

FCF margin

-8.1%

FCF / Net income

-3.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $136.6M · net income $3.7M · FCF $-11.1M

2022-FY → 2024-FY

Gross margin

32.2%-1.9% pts

Operating margin

4.1%-3.1% pts

Net margin

2.7%-3.9% pts

FCF margin

-8.1%-6.8% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$136.6M$136.6M$116.4M$99.1M
Net Income$3.7M$3.7M$5.2M$6.5M
EBITDA$12.5M$12.5M$13.2M$12.3M
EPS0.110.110.150.18
Gross Margin32.2%32.2%32.9%34.1%
Operating Margin4.1%4.1%6.9%7.3%
Net Margin2.7%2.7%4.5%6.5%
Balance Sheet
Debt/Equity0.220.220.080.11
Current Ratio1.601.60——
Cash Flow
Free Cash Flow$-11.1M$-11.1M$875000.00$-1.3M
Returns
ROE3.3%3.3%4.9%6.2%
Valuation
P/E31.9031.902662.342404.37
EV/EBITDA1783.401783.401023.061187.19
P/B202.38202.38127.62140.43
Growth & Yield
Revenue Growth17.3%17.3%17.5%—
EPS Growth-29.2%-29.2%-15.8%—
Dividend Yield0.7%0.7%——

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

717.0%

muy exigente

EPS terminal req.

$59.45

Spread vs growth

-746.3%

5Y implied EPS CAGR

266.4%

muy exigente

EPS terminal req.

$71.94

Spread vs growth

-295.6%

10Y implied EPS CAGR

100.7%

muy exigente

EPS terminal req.

$115.85

Spread vs growth

-130.0%

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

2662.3x → 6238.5x

EPS bridge

0.15 → 0.11

Residual

-39.3%

EPS growth-29.2%
Multiple rerating+134.3%
Dividend+0.7%
Residual / FX / buybacks / cross-term-39.3%

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.