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v0.1
ENV.MI$4.77-0.63%
Fair $4.77+0.0%

ENV.MI

Enervit S.p.A.

Consumer Defensive / Packaged FoodsMilan

$4.77

-0.03 (-0.63%)

Fairly Valued+0.0%Fair Value $4.77Fund rank 35/100 · Data gapFallback financials|
SA 66/B
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.9M · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

66/100

B

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: 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 · ENV.MILocal privado en este navegador · Enervit 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

$85M

P/E

19.9x

↑

EV/EBITDA

8.3x

↓

ROE

12.6%

↑

Gross Margin

67.0%

↑

Debt/Equity

0.28

↓
52-Week Range$5
$3$5

TradingView lightweight chart

ENV.MI price, volumen y niveles de valoración

Último $4.770Periodo +95.4%
Fair value: $4.770

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

+10.5%

FCF CAGR

+2.6%

FCF margin

4.6%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $103.2M · net income $4.3M · FCF $4.7M

2022-FY → 2025-FY

Gross margin

67.0%-2.5% pts

Operating margin

6.6%-0.6% pts

Net margin

4.1%-1.3% pts

FCF margin

4.6%-1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$103.2M$103.2M$97.5M$85.4M$76.6M
Net Income$4.3M$4.3M$4.1M$4.0M$4.2M
EBITDA$9.9M$9.9M$9.3M$9.2M$9.6M
EPS0.240.240.230.230.23
Gross Margin67.0%67.0%67.8%67.8%69.5%
Operating Margin6.6%6.6%6.5%6.6%7.2%
Net Margin4.1%4.1%4.2%4.7%5.4%
Balance Sheet
Debt/Equity0.280.280.280.410.57
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$4.7M$4.7M$3.9M$262734.00$4.4M
Returns
ROE12.6%12.6%12.7%13.0%14.2%
Valuation
P/E19.8819.8813.9413.8714.06
EV/EBITDA8.338.336.076.046.09
P/B2.512.511.771.801.99
Growth & Yield
Revenue Growth5.9%5.9%14.2%11.5%—
EPS Growth3.2%3.2%3.0%-3.8%—
Dividend Yield4.5%4.5%———

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

21.0%

exigente

EPS terminal req.

$0.42

Spread vs growth

-17.8%

5Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$0.51

Spread vs growth

-13.3%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$0.82

Spread vs growth

-10.0%

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 +55.4%

Total return

+55.4%

Start / end P/E

13.6x → 20.0x

EPS bridge

0.23 → 0.24

Residual

+1.5%

EPS growth+3.2%
Multiple rerating+46.3%
Dividend+4.5%
Residual / FX / buybacks / cross-term+1.5%

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.