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EAT.MC$2.48-2.54%
Fair $2.48+0.0%

EAT.MC

AmRest Holdings SE

Consumer Cyclical / RestaurantsMCE

$2.48

-0.07 (-2.54%)

Fairly Valued+0.0%Fair Value $2.48Fund rank 31/100 · Data gapFallback financials|
SA 36/D
F-Score: 6/9
High DebtLow Profitability

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $192.7M · quality 54.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

36/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 4.37, above the 2.0 threshold ROE is 4.3%, below the 5% threshold
Thesis & Journal · EAT.MCLocal privado en este navegador · AmRest Holdings SE
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

$532M

P/E

62.1x

↑

EV/EBITDA

5.0x

↓

ROE

4.3%

↓

Gross Margin

11.6%

↓

Debt/Equity

4.37

↑
52-Week Range$2
$2$4

TradingView lightweight chart

EAT.MC price, volumen y niveles de valoración

Último $2.495Periodo -76.7%
Fair value: $2.485

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

+6.3%

FCF CAGR

-1.6%

FCF margin

8.4%

FCF / Net income

13.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.56B · net income $16.1M · FCF $213.9M

2022-FY → 2025-FY

Gross margin

11.6%+0.6% pts

Operating margin

5.0%+0.2% pts

Net margin

0.6%+0.6% pts

FCF margin

8.4%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.56B$2.56B$2.56B$2.43B$2.13B
Net Income$16.1M$16.1M$8.5M$44.9M$1.3M
EBITDA$402.2M$402.2M$377.7M$355.0M$353.0M
EPS0.070.070.040.210.01
Gross Margin11.6%11.6%12.6%12.7%10.9%
Operating Margin5.0%5.0%6.2%5.9%4.8%
Net Margin0.6%0.6%0.3%1.8%0.1%
Balance Sheet
Debt/Equity4.374.374.263.924.79
Current Ratio0.410.41———
Cash Flow
Free Cash Flow$213.9M$213.9M$192.7M$173.4M$224.5M
Returns
ROE4.3%4.3%2.3%11.7%0.4%
Valuation
P/E62.1362.13109.5028.76422.00
EV/EBITDA5.015.016.367.346.31
P/B1.451.452.563.432.89
Growth & Yield
Revenue Growth0.1%0.1%5.1%14.3%—
EPS Growth75.0%75.0%-81.0%2000.0%—
Dividend Yield2.8%2.8%———

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

46.6%

muy exigente

EPS terminal req.

$0.22

Spread vs growth

28.4%

5Y implied EPS CAGR

30.7%

muy exigente

EPS terminal req.

$0.27

Spread vs growth

44.3%

10Y implied EPS CAGR

19.9%

exigente

EPS terminal req.

$0.43

Spread vs growth

55.1%

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 -32.1%

Total return

-32.1%

Start / end P/E

95.9x → 35.6x

EPS bridge

0.04 → 0.07

Residual

-47.1%

EPS growth+75.0%
Multiple rerating-62.8%
Dividend+2.8%
Residual / FX / buybacks / cross-term-47.1%

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.