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CAPD.L$119.00-0.83%
Fair $119.00+0.0%

CAPD.L

Capital Limited

Basic Materials / Other Industrial Metals & MiningLSE

$119.00

-1.00 (-0.83%)

Fairly Valued+0.0%Fair Value $119.00Fund rank 32/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $21.1M · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

64/100

B

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · CAPD.LLocal privado en este navegador · Capital Limited
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

$269M

P/E

4.8x

↓

EV/EBITDA

160.9x

↑

ROE

18.5%

↑

Gross Margin

43.2%

↑

Debt/Equity

0.35

↑
52-Week Range$119
$70$159

TradingView lightweight chart

CAPD.L price, volumen y niveles de valoración

Último $119.00Periodo +54.5%
Fair value: $119.00

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

+6.0%

FCF CAGR

+75.6%

FCF margin

10.3%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $345.8M · net income $69.4M · FCF $35.8M

2022-FY → 2025-FY

Gross margin

43.2%-3.1% pts

Operating margin

14.7%-7.4% pts

Net margin

20.1%+12.8% pts

FCF margin

10.3%+8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$345.8M$345.8M$348.0M$318.4M$290.3M
Net Income$69.4M$69.4M$16.0M$36.7M$21.0M
EBITDA$151.4M$151.4M$92.9M$101.4M$69.9M
EPS0.340.340.0918.820.11
Gross Margin43.2%43.2%41.2%46.1%46.3%
Operating Margin14.7%14.7%13.9%19.5%22.1%
Net Margin20.1%20.1%4.6%11.5%7.2%
Balance Sheet
Debt/Equity0.350.350.550.500.39
Current Ratio2.472.47———
Cash Flow
Free Cash Flow$35.8M$35.8M$21.1M$13.0M$6.6M
Returns
ROE18.5%18.5%5.9%13.9%9.0%
Valuation
P/E4.764.76937.854.89952.38
EV/EBITDA160.92160.92175.87178.08286.79
P/B64.6564.6560.1568.0785.65
Growth & Yield
Revenue Growth-0.6%-0.6%9.3%9.7%—
EPS Growth284.0%284.0%-99.5%17472.4%—
Dividend Yield1.6%1.6%———

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

214.4%

muy exigente

EPS terminal req.

$10.56

Spread vs growth

69.6%

5Y implied EPS CAGR

106.6%

muy exigente

EPS terminal req.

$12.78

Spread vs growth

177.4%

10Y implied EPS CAGR

50.7%

muy exigente

EPS terminal req.

$20.58

Spread vs growth

233.2%

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 +68.3%

Total return

+68.3%

Start / end P/E

806.8x → 350.2x

EPS bridge

0.09 → 0.34

Residual

-160.7%

EPS growth+284.0%
Multiple rerating-56.6%
Dividend+1.6%
Residual / FX / buybacks / cross-term-160.7%

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.