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ESNT.L$84.90-4.50%
Fair $84.90+0.0%

ESNT.L

Essentra plc

Basic Materials / Specialty ChemicalsLSE

$84.90

-4.00 (-4.50%)

Fairly Valued+0.0%Fair Value $84.90Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
Declining RevenueLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $14.4M · quality 79.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

38/100

D

Piotroski

5/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is 0.8%, below the 5% threshold
Thesis & Journal · ESNT.LLocal privado en este navegador · Essentra 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

$241M

P/E

84.9x

↑

EV/EBITDA

626.7x

↑

ROE

0.8%

↑

Gross Margin

73.0%

↑

Debt/Equity

0.48

↑
52-Week Range$85
$80$124

TradingView lightweight chart

ESNT.L price, volumen y niveles de valoración

Último $84.90Periodo -63.4%
Fair value: $84.90

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

-3.7%

FCF CAGR

-14.8%

FCF margin

4.8%

FCF / Net income

6.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $302.0M · net income $2.1M · FCF $14.4M

2022-FY → 2025-FY

Gross margin

73.0%+3.0% pts

Operating margin

6.5%+2.1% pts

Net margin

0.7%+56.3% pts

FCF margin

4.8%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$302.0M$302.0M$302.4M$316.3M$337.9M
Net Income$2.1M$2.1M$10.6M$5.4M$-188.0M
EBITDA$39.2M$39.2M$44.8M$48.2M$48.1M
EPS0.010.010.040.02-0.62
Gross Margin73.0%73.0%73.4%72.1%69.9%
Operating Margin6.5%6.5%9.4%9.7%4.4%
Net Margin0.7%0.7%3.5%1.7%-55.6%
Balance Sheet
Debt/Equity0.480.480.500.460.78
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$14.4M$14.4M$12.9M$16.3M$23.3M
Returns
ROE0.8%0.8%3.9%2.0%-46.5%
Valuation
P/E84.9084.903524.329088.89—
EV/EBITDA626.72626.72845.531009.461371.52
P/B92.0292.02139.50177.85163.51
Growth & Yield
Revenue Growth-0.1%-0.1%-4.4%-6.4%—
EPS Growth-81.1%-81.1%105.6%102.9%—
Dividend Yield2.3%2.3%———

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

924.8%

muy exigente

EPS terminal req.

$7.53

Spread vs growth

-1005.9%

5Y implied EPS CAGR

319.7%

muy exigente

EPS terminal req.

$9.12

Spread vs growth

-400.8%

10Y implied EPS CAGR

114.9%

muy exigente

EPS terminal req.

$14.68

Spread vs growth

-195.9%

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 -9.3%

Total return

-9.3%

Start / end P/E

2594.6x → 12128.6x

EPS bridge

0.04 → 0.01

Residual

-297.9%

EPS growth-81.1%
Multiple rerating+367.5%
Dividend+2.3%
Residual / FX / buybacks / cross-term-297.9%

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.