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BPM.L$699.00+1.30%
Fair $699.00+0.0%

BPM.L

B.P. Marsh & Partners PLC

Financial Services / Asset ManagementLSE

$699.00

+9.00 (+1.30%)

Fairly Valued+0.0%Fair Value $699.00Fund rank 34/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9

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 62.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

4/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · BPM.LLocal privado en este navegador · B.P. Marsh & Partners 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

$246M

P/E

5.5x

↓

EV/EBITDA

N/A

•

ROE

30.5%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$699
$613$720

TradingView lightweight chart

BPM.L price, volumen y niveles de valoración

Último $699.00Periodo +363.6%
Fair value: $699.00

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

+72.5%

FCF CAGR

+49.4%

FCF margin

28.2%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $118.4M · net income $99.5M · FCF $33.4M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

84.0%+8.2% pts

FCF margin

28.2%-15.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$118.4M$118.4M$51.5M$32.4M$23.0M
Net Income$99.5M$99.5M$42.5M$23.8M$17.5M
EPS——1.140.640.47
Net Margin84.0%84.0%82.6%73.5%75.9%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio23.8623.86———
Cash Flow
Free Cash Flow$33.4M$33.4M$30.9M$4.7M$10.0M
Returns
ROE30.5%30.5%18.6%12.6%10.5%
Valuation
P/E5.555.55364.91525.16735.73
P/B77.7777.7767.7466.0177.13
Growth & Yield
Revenue Growth130.0%130.0%58.6%40.8%—
EPS Growth——79.2%34.5%—
Dividend Yield2.0%2.0%———

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 +9.5%

Total return

+9.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.14 → n/d

Residual

+7.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+7.5%

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.