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B8A.MU$104.00-1.89%
Fair $104.00+0.0%

B8A.MU

BAVARIA Industries Group AG

Financial Services / Asset ManagementMunich

$104.00

-2.00 (-1.89%)

Fairly Valued+0.0%Fair Value $104.00Fund rank 26/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9
Declining Revenue

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 24.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

49/100

C

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: 1unknown: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · B8A.MULocal privado en este navegador · BAVARIA Industries Group AG
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

$468M

P/E

12.7x

↑

EV/EBITDA

9.1x

↓

ROE

10.8%

↑

Gross Margin

20.7%

↓

Debt/Equity

0.02

↓
52-Week Range$104
$78$110

TradingView lightweight chart

B8A.MU price, volumen y niveles de valoración

Último $104.00Periodo +987.1%
Fair value: $104.00

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

-5.5%

FCF CAGR

—

FCF margin

-20.5%

FCF / Net income

-0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $98.8M · net income $36.9M · FCF $-20.2M

2021-FY → 2024-FY

Gross margin

20.7%-2.5% pts

Operating margin

-6.4%-2.4% pts

Net margin

37.3%+22.5% pts

FCF margin

-20.5%-14.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$98.8M$98.8M$111.3M$112.3M$117.1M
Net Income$36.9M$36.9M$19.5M$5.7M$17.4M
EBITDA$44.7M$44.7M$33.1M$32.8M$25.8M
EPS——4.181.203.65
Gross Margin20.7%20.7%23.0%22.1%23.2%
Operating Margin-6.4%-6.4%-0.0%-2.0%-4.0%
Net Margin37.3%37.3%17.5%5.0%14.8%
Balance Sheet
Debt/Equity0.020.020.030.040.05
Current Ratio8.588.58———
Cash Flow
Free Cash Flow$-20.2M$-20.2M$-26.9M$-7.3M$-7.1M
Returns
ROE10.8%10.8%6.1%1.9%5.7%
Valuation
P/E12.7012.7022.7462.2622.48
EV/EBITDA9.149.1411.499.0712.92
P/B1.371.371.381.161.28
Growth & Yield
Revenue Growth-11.2%-11.2%-0.9%-4.1%—
EPS Growth——246.8%-67.0%—
Dividend Yield0.0%0.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +26.1%

Total return

+26.1%

Start / end P/E

n/dx → n/dx

EPS bridge

4.18 → n/d

Residual

+26.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+26.1%

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.