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DGL.NZ$3.68+0.00%
Fair $3.68+0.0%

DGL.NZ

Delegat Group Limited

Consumer Defensive / Beverages - Wineries & DistilleriesNZSE

$3.68

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.68Fund rank 24/100 · Data gapFallback financials|
SA 39/D
F-Score: 1/9
Margin Compression

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-3.5M · quality 36.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

39/100

D

Piotroski

1/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · DGL.NZLocal privado en este navegador · Delegat Group 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

$372M

P/E

6.2x

↓

EV/EBITDA

7.7x

↓

ROE

5.6%

↓

Gross Margin

39.2%

↑

Debt/Equity

0.83

↑
52-Week Range$4
$4$5

TradingView lightweight chart

DGL.NZ price, volumen y niveles de valoración

Último $3.680Periodo +123.0%
Fair value: $3.680

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+7.5%

FCF CAGR

—

FCF margin

-2.4%

FCF / Net income

-0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $375.5M · net income $31.4M · FCF $-9.1M

2021-FY → 2024-FY

Gross margin

39.2%-8.3% pts

Operating margin

14.0%-9.0% pts

Net margin

8.4%-12.2% pts

FCF margin

-2.4%-7.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$375.5M$375.5M$373.9M$325.3M$302.6M
Net Income$31.4M$31.4M$64.8M$63.0M$62.2M
EBITDA$107.1M$107.1M$128.1M$119.0M$118.3M
EPS0.310.310.640.620.61
Gross Margin39.2%39.2%43.4%46.3%47.4%
Operating Margin14.0%14.0%19.6%22.1%23.0%
Net Margin8.4%8.4%17.3%19.4%20.5%
Balance Sheet
Debt/Equity0.830.830.770.760.78
Current Ratio4.664.66———
Cash Flow
Free Cash Flow$-9.1M$-9.1M$-3.5M$28.9M$13.9M
Returns
ROE5.6%5.6%11.9%12.6%13.7%
Valuation
P/E6.246.2413.7317.2524.32
EV/EBITDA7.727.7210.1712.2715.72
P/B0.670.671.632.183.33
Growth & Yield
Revenue Growth0.4%0.4%14.9%7.5%—
EPS Growth-51.6%-51.6%2.9%1.4%—
Dividend Yield5.4%5.4%———

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

1.7%

fácil

EPS terminal req.

$0.33

Spread vs growth

-53.3%

5Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$0.40

Spread vs growth

-56.5%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$0.64

Spread vs growth

-59.0%

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 +2.3%

Total return

+2.3%

Start / end P/E

5.9x → 11.9x

EPS bridge

0.64 → 0.31

Residual

-51.6%

EPS growth-51.6%
Multiple rerating+100.1%
Dividend+5.4%
Residual / FX / buybacks / cross-term-51.6%

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.