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CER.L$1350.00-3.57%
Fair $1350.00+0.0%

CER.L

Cerillion Plc

Technology / Software - ApplicationLSE

$1350.00

-50.00 (-3.57%)

Fairly Valued+0.0%Fair Value $1350.00Fund rank 37/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.7M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

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: 0unknown: 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.
Thesis & Journal · CER.LLocal privado en este navegador · Cerillion 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

$399M

P/E

24.1x

↑

EV/EBITDA

1640.7x

↑

ROE

27.9%

↑

Gross Margin

81.5%

↑

Debt/Equity

0.06

↓
52-Week Range$1350
$990$1950

TradingView lightweight chart

CER.L price, volumen y niveles de valoración

Último $1,350Periodo +1598.1%
Fair value: $1,350

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

+11.5%

FCF CAGR

+0.7%

FCF margin

24.1%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.4M · net income $16.6M · FCF $10.9M

2022-FY → 2025-FY

Gross margin

81.5%+3.6% pts

Operating margin

45.5%+7.4% pts

Net margin

36.6%+8.1% pts

FCF margin

24.1%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.4M$45.4M$43.8M$39.2M$32.7M
Net Income$16.6M$16.6M$15.3M$12.9M$9.3M
EBITDA$24.3M$24.3M$22.0M$18.8M$14.0M
EPS0.560.560.520.440.32
Gross Margin81.5%81.5%80.5%78.6%77.9%
Operating Margin45.5%45.5%42.9%39.7%38.1%
Net Margin36.6%36.6%34.9%33.0%28.6%
Balance Sheet
Debt/Equity0.060.060.060.090.15
Current Ratio4.454.45———
Cash Flow
Free Cash Flow$10.9M$10.9M$9.7M$8.3M$10.7M
Returns
ROE27.9%27.9%31.5%35.1%35.0%
Valuation
P/E24.1124.113349.512700.233132.91
EV/EBITDA1640.731640.732322.421855.112085.11
P/B669.82669.821053.28947.631094.72
Growth & Yield
Revenue Growth3.7%3.7%11.7%19.7%—
EPS Growth9.1%9.1%17.8%38.3%—
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

497.3%

muy exigente

EPS terminal req.

$119.79

Spread vs growth

-488.2%

5Y implied EPS CAGR

203.6%

muy exigente

EPS terminal req.

$144.95

Spread vs growth

-194.5%

10Y implied EPS CAGR

82.7%

muy exigente

EPS terminal req.

$233.44

Spread vs growth

-73.6%

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 -28.0%

Total return

-28.0%

Start / end P/E

3699.0x → 2402.1x

EPS bridge

0.52 → 0.56

Residual

-3.2%

EPS growth+9.1%
Multiple rerating-35.1%
Dividend+1.1%
Residual / FX / buybacks / cross-term-3.2%

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.