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v0.1
DMG.WA$2.23+0.45%
Fair $2.23+0.0%

DMG.WA

Dr. Miele Cosmed Group S.A.

Consumer Defensive / Household & Personal ProductsWarsaw

$2.23

+0.01 (+0.45%)

Fairly Valued+0.0%Fair Value $2.23Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.1M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

44/100

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DMG.WALocal privado en este navegador · Dr. Miele Cosmed Group S.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

$191M

P/E

11.7x

↓

EV/EBITDA

5.5x

↓

ROE

7.3%

↑

Gross Margin

42.2%

↑

Debt/Equity

0.23

↓
52-Week Range$2
$2$4

TradingView lightweight chart

DMG.WA price, volumen y niveles de valoración

Último $2.230Periodo +21.2%
Fair value: $2.230

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

+8.3%

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $504.2M · net income $19.7M · FCF $13.0M

2022-FY → 2025-FY

Gross margin

42.2%+10.6% pts

Operating margin

5.8%+5.1% pts

Net margin

3.9%+4.5% pts

FCF margin

2.6%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$504.2M$504.2M$488.4M$444.5M$396.6M
Net Income$19.7M$19.7M$36.0M$22.2M$-2.3M
EBITDA$44.2M$44.2M$61.0M$43.8M$13.0M
EPS0.230.230.410.25-0.03
Gross Margin42.2%42.2%42.9%38.8%31.6%
Operating Margin5.8%5.8%9.6%7.5%0.7%
Net Margin3.9%3.9%7.4%5.0%-0.6%
Balance Sheet
Debt/Equity0.230.230.250.260.31
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$13.0M$13.0M$19.1M$21.6M$-753000.00
Returns
ROE7.3%7.3%13.9%9.5%-1.1%
Valuation
P/E11.7411.7413.2712.96—
EV/EBITDA5.495.498.537.5019.07
P/B0.710.711.841.210.89
Growth & Yield
Revenue Growth3.2%3.2%9.9%12.1%—
EPS Growth-43.9%-43.9%64.0%933.3%—
Dividend Yield3.6%3.6%———

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

-4.9%

fácil

EPS terminal req.

$0.20

Spread vs growth

-39.0%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$0.24

Spread vs growth

-44.7%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$0.39

Spread vs growth

-49.2%

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 -37.2%

Total return

-37.2%

Start / end P/E

9.2x → 9.7x

EPS bridge

0.41 → 0.23

Residual

-2.4%

EPS growth-43.9%
Multiple rerating+5.4%
Dividend+3.6%
Residual / FX / buybacks / cross-term-2.4%

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.