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AVON.L$1675.52+0.33%
Fair $1675.52+0.0%

AVON.L

Avon Technologies Plc

Industrials / Aerospace & DefenseLSE

$1675.52

+5.52 (+0.33%)

Fairly Valued+0.0%Fair Value $1675.52Fund rank 27/100 · Data gapFallback financials|
SA 28/D
F-Score: 8/9
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 18%

FCF escenarios

weak_data · normalized FCF $19.8M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

28/100

D

Piotroski

8/9

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. ROE is 1.8%, below the 5% threshold
Thesis & Journal · AVON.LLocal privado en este navegador · Avon Technologies 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

$493M

P/E

67.0x

↑

EV/EBITDA

1678.6x

↑

ROE

1.8%

↓

Gross Margin

38.5%

↑

Debt/Equity

0.48

↑
52-Week Range$1676
$1458$2230

TradingView lightweight chart

AVON.L price, volumen y niveles de valoración

Último $1,676Periodo +324.2%
Fair value: $1,676

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+3.5%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

14.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $275.0M · net income $3.0M · FCF $42.7M

2021-FY → 2024-FY

Gross margin

38.5%+6.7% pts

Operating margin

3.9%+15.6% pts

Net margin

1.1%+11.4% pts

FCF margin

15.5%+25.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$275.0M$275.0M$243.8M$263.5M$248.3M
Net Income$3.0M$3.0M$-14.4M$-7.6M$-25.6M
EBITDA$30.9M$30.9M$8.0M$32.3M$-200000.00
EPS0.100.10-0.48-0.25—
Gross Margin38.5%38.5%35.2%33.7%31.7%
Operating Margin3.9%3.9%-5.2%4.2%-11.7%
Net Margin1.1%1.1%-5.9%-2.9%-10.3%
Balance Sheet
Debt/Equity0.480.480.620.370.34
Current Ratio3.283.28———
Cash Flow
Free Cash Flow$42.7M$42.7M$-3.9M$19.8M$-24.2M
Returns
ROE1.8%1.8%-9.0%-3.6%-12.5%
Valuation
P/E67.0267.02———
EV/EBITDA1678.561678.562302.79954.84—
P/B311.12311.12115.04146.19289.99
Growth & Yield
Revenue Growth12.8%12.8%-7.5%6.1%—
EPS Growth120.2%120.2%-91.2%——
Dividend Yield1.1%1.1%———

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

1053.0%

muy exigente

EPS terminal req.

$148.67

Spread vs growth

-932.8%

5Y implied EPS CAGR

350.5%

muy exigente

EPS terminal req.

$179.90

Spread vs growth

-230.2%

10Y implied EPS CAGR

122.6%

muy exigente

EPS terminal req.

$289.73

Spread vs growth

-2.4%

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 -5.5%

Total return

-5.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.48 → 0.10

Residual

-6.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-6.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.