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Financial Analysis

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Recent

v0.1
CLF.MI$0.78-1.03%
Fair $0.78+0.0%

CLF.MI

Caleffi S.p.A.

Consumer Cyclical / Textile ManufacturingMilan

$0.78

-0.01 (-1.03%)

Fairly Valued+0.0%Fair Value $0.78Fund rank 33/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 $1.9M · quality 68.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

50/100

C

Piotroski

8/9

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 · CLF.MILocal privado en este navegador · Caleffi S.p.A.
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

$12M

P/E

6.5x

↓

EV/EBITDA

4.4x

↓

ROE

6.7%

↑

Gross Margin

43.7%

↑

Debt/Equity

0.54

↑
52-Week Range$1
$1$1

TradingView lightweight chart

CLF.MI price, volumen y niveles de valoración

Último $0.768Periodo -70.5%
Fair value: $0.776

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

+1.0%

FCF CAGR

+47.3%

FCF margin

4.0%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.1M · net income $1.8M · FCF $2.4M

2022-FY → 2025-FY

Gross margin

43.7%+1.8% pts

Operating margin

5.2%+1.1% pts

Net margin

3.0%-0.8% pts

FCF margin

4.0%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$61.1M$61.1M$57.5M$59.1M$59.3M
Net Income$1.8M$1.8M$1.7M$1.9M$2.3M
EBITDA$5.1M$5.1M$4.8M$5.2M$6.0M
EPS0.120.120.110.120.15
Gross Margin43.7%43.7%43.4%40.9%41.9%
Operating Margin5.2%5.2%5.0%3.9%4.1%
Net Margin3.0%3.0%2.9%3.3%3.8%
Balance Sheet
Debt/Equity0.540.540.580.670.89
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$2.4M$2.4M$1.9M$1.1M$766000.00
Returns
ROE6.7%6.7%6.5%8.0%10.3%
Valuation
P/E6.476.476.428.427.11
EV/EBITDA4.414.415.045.904.76
P/B0.440.440.430.670.73
Growth & Yield
Revenue Growth6.2%6.2%-2.6%-0.4%—
EPS Growth11.3%11.3%-8.3%-20.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-16.9%

fácil

EPS terminal req.

$0.07

Spread vs growth

28.2%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$0.08

Spread vs growth

18.3%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$0.13

Spread vs growth

10.1%

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 -1.3%

Total return

-1.3%

Start / end P/E

7.2x → 6.4x

EPS bridge

0.11 → 0.12

Residual

-1.3%

EPS growth+11.3%
Multiple rerating-11.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.3%

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.