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DOTD.L$51.30+0.59%
Fair $51.30+0.0%

DOTD.L

dotdigital Group Plc

Technology / Software - ApplicationLSE

$51.30

+0.30 (+0.59%)

Fairly Valued+0.0%Fair Value $51.30Fund rank 38/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.7M · quality 80.3/100

Data gap 38/100
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

49/100

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: 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 · DOTD.LLocal privado en este navegador · dotdigital Group 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

$156M

P/E

17.1x

↓

EV/EBITDA

683.8x

↑

ROE

11.6%

↑

Gross Margin

79.5%

↑

Debt/Equity

0.03

↓
52-Week Range$51
$43$85

TradingView lightweight chart

DOTD.L price, volumen y niveles de valoración

Último $51.30Periodo +503.5%
Fair value: $51.30

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

+10.8%

FCF CAGR

+3.9%

FCF margin

14.1%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $79.0M · net income $11.1M · FCF $11.2M

2021-FY → 2024-FY

Gross margin

79.5%-2.7% pts

Operating margin

17.6%-7.1% pts

Net margin

14.0%-4.2% pts

FCF margin

14.1%-3.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$79.0M$79.0M$69.2M$62.8M$58.1M
Net Income$11.1M$11.1M$12.6M$11.8M$10.6M
EBITDA$23.4M$23.4M$22.1M$20.9M$19.1M
EPS0.040.040.040.040.04
Gross Margin79.5%79.5%79.3%81.6%82.2%
Operating Margin17.6%17.6%20.9%23.2%24.7%
Net Margin14.0%14.0%18.2%18.8%18.2%
Balance Sheet
Debt/Equity0.030.030.030.040.06
Current Ratio3.113.11———
Cash Flow
Free Cash Flow$11.2M$11.2M$11.7M$15.3M$10.0M
Returns
ROE11.6%11.6%15.7%16.9%17.4%
Valuation
P/E17.1017.102034.061979.386542.86
EV/EBITDA683.84683.841159.211119.113632.10
P/B168.48168.48318.99335.791136.58
Growth & Yield
Revenue Growth14.1%14.1%10.2%8.1%—
EPS Growth-13.9%-13.9%5.9%10.9%—
Dividend Yield2.4%2.4%———

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

404.7%

muy exigente

EPS terminal req.

$4.55

Spread vs growth

-418.6%

5Y implied EPS CAGR

174.4%

muy exigente

EPS terminal req.

$5.51

Spread vs growth

-188.3%

10Y implied EPS CAGR

73.7%

muy exigente

EPS terminal req.

$8.87

Spread vs growth

-87.6%

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 -37.0%

Total return

-37.0%

Start / end P/E

2058.4x → 1449.2x

EPS bridge

0.04 → 0.04

Residual

+4.1%

EPS growth-13.9%
Multiple rerating-29.6%
Dividend+2.4%
Residual / FX / buybacks / cross-term+4.1%

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.