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v0.1
BOY.L$805.00-0.62%
Fair $805.00+0.0%

BOY.L

Bodycote plc

Industrials / Specialty Industrial MachineryLSE

$805.00

-5.00 (-0.62%)

Fairly Valued+0.0%Fair Value $805.00Fund rank 38/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9
Declining Revenue

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 $78.4M · quality 84.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

55/100

C

Piotroski

5/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · BOY.LLocal privado en este navegador · Bodycote 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

$1.4B

P/E

26.0x

↑

EV/EBITDA

883.3x

↑

ROE

8.6%

↑

Gross Margin

13.8%

↓

Debt/Equity

0.30

↓
52-Week Range$805
$549$850

TradingView lightweight chart

BOY.L price, volumen y niveles de valoración

Último $805.00Periodo +67.8%
Fair value: $805.00

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

-0.7%

FCF CAGR

-5.0%

FCF margin

8.9%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $727.1M · net income $54.9M · FCF $65.0M

2022-FY → 2025-FY

Gross margin

13.8%+0.7% pts

Operating margin

14.6%+0.8% pts

Net margin

7.6%-2.4% pts

FCF margin

8.9%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$727.1M$727.1M$757.1M$802.5M$743.6M
Net Income$54.9M$54.9M$20.0M$85.6M$73.7M
EBITDA$161.7M$161.7M$121.0M$199.2M$183.8M
EPS0.310.310.110.450.39
Gross Margin13.8%13.8%14.4%13.5%13.1%
Operating Margin14.6%14.6%15.7%14.9%13.7%
Net Margin7.6%7.6%2.6%10.7%9.9%
Balance Sheet
Debt/Equity0.300.300.230.120.17
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$65.0M$65.0M$78.4M$109.2M$75.9M
Returns
ROE8.6%8.6%3.0%10.8%9.4%
Valuation
P/E25.9725.975925.231301.341659.74
EV/EBITDA883.32883.32980.28558.92665.81
P/B222.85222.85177.34140.72156.58
Growth & Yield
Revenue Growth-4.0%-4.0%-5.7%7.9%—
EPS Growth189.7%189.7%-76.1%16.4%—
Dividend Yield2.8%2.8%———

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

513.1%

muy exigente

EPS terminal req.

$71.43

Spread vs growth

-323.3%

5Y implied EPS CAGR

208.4%

muy exigente

EPS terminal req.

$86.43

Spread vs growth

-18.6%

10Y implied EPS CAGR

84.2%

muy exigente

EPS terminal req.

$139.20

Spread vs growth

105.5%

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 +45.8%

Total return

+45.8%

Start / end P/E

5261.7x → 2596.8x

EPS bridge

0.11 → 0.31

Residual

-96.1%

EPS growth+189.7%
Multiple rerating-50.6%
Dividend+2.8%
Residual / FX / buybacks / cross-term-96.1%

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.