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ESF.MI$4.39-2.01%
Fair $4.39+0.0%

ESF.MI

Edil San Felice S.p.A.

Industrials / Infrastructure OperationsMilan

$4.39

-0.09 (-2.01%)

Fairly Valued+0.0%Fair Value $4.39Fund rank 28/100 · Data gapFallback financials|
SA 58/C
F-Score: 2/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-4.3M · quality 66.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

58/100

C

Piotroski

2/9

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 · ESF.MILocal privado en este navegador · Edil San Felice 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

12.5x

↓

EV/EBITDA

N/A

•

ROE

17.2%

↑

Gross Margin

71.6%

↑

Debt/Equity

0.17

↓
52-Week Range$4
$3$6

TradingView lightweight chart

ESF.MI price, volumen y niveles de valoración

Último $4.390Periodo +76.3%
Fair value: $4.390

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

+19.5%

FCF CAGR

—

FCF margin

-8.0%

FCF / Net income

-0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $53.7M · net income $7.4M · FCF $-4.3M

2022-FY → 2025-FY

Gross margin

71.6%-3.7% pts

Operating margin

19.0%-2.7% pts

Net margin

13.8%-1.3% pts

FCF margin

-8.0%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$53.7M$53.7M$40.3M$42.8M$31.5M
Net Income$7.4M$7.4M$6.5M$8.5M$4.8M
EBITDA$11.7M$11.7M$10.0M$12.1M$6.7M
EPS——0.340.440.25
Gross Margin71.6%71.6%91.4%73.8%75.3%
Operating Margin19.0%19.0%21.6%25.9%21.7%
Net Margin13.8%13.8%16.2%19.9%15.1%
Balance Sheet
Debt/Equity0.170.170.140.210.20
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$-4.3M$-4.3M$-2.3M$-6.1M$-4.6M
Returns
ROE17.2%17.2%17.7%28.2%40.0%
Valuation
P/E12.5412.5412.306.20—
EV/EBITDA———4.45—
P/B———1.75—
Growth & Yield
Revenue Growth33.3%33.3%-5.8%35.8%—
EPS Growth——-23.1%79.0%—
Dividend Yield1.6%1.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +23.2%

Total return

+23.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.34 → n/d

Residual

+21.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+21.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.