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FORT.L$137.40+1.29%
Fair $137.40+0.0%

FORT.L

Forterra plc

Basic Materials / Building MaterialsLSE

$137.40

+1.80 (+1.29%)

Fairly Valued+0.0%Fair Value $137.40Fund rank 28/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $16.6M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · FORT.LLocal privado en este navegador · Forterra 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

$284M

P/E

17.2x

↑

EV/EBITDA

609.3x

↑

ROE

7.2%

↑

Gross Margin

31.5%

↑

Debt/Equity

0.35

↑
52-Week Range$137
$133$215

TradingView lightweight chart

FORT.L price, volumen y niveles de valoración

Último $141.60Periodo -19.1%
Fair value: $137.40

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

-5.4%

FCF CAGR

+12.2%

FCF margin

11.5%

FCF / Net income

2.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $386.0M · net income $17.0M · FCF $44.5M

2022-FY → 2025-FY

Gross margin

31.5%-4.2% pts

Operating margin

9.5%-6.4% pts

Net margin

4.4%-8.5% pts

FCF margin

11.5%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$386.0M$386.0M$344.3M$346.4M$455.5M
Net Income$17.0M$17.0M$17.5M$12.8M$58.8M
EBITDA$48.0M$48.0M$54.0M$43.5M$91.4M
EPS0.080.080.080.060.27
Gross Margin31.5%31.5%29.9%29.1%35.7%
Operating Margin9.5%9.5%7.8%6.8%15.9%
Net Margin4.4%4.4%5.1%3.7%12.9%
Balance Sheet
Debt/Equity0.350.350.540.640.26
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$44.5M$44.5M$16.6M$-54.1M$31.5M
Returns
ROE7.2%7.2%7.8%6.2%26.7%
Valuation
P/E17.1817.181985.542632.26738.06
EV/EBITDA609.28609.28646.82783.06475.07
P/B124.39124.39154.83163.36196.81
Growth & Yield
Revenue Growth12.1%12.1%-0.6%-24.0%—
EPS Growth-3.6%-3.6%33.9%-76.9%—
Dividend Yield4.4%4.4%———

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

434.1%

muy exigente

EPS terminal req.

$12.19

Spread vs growth

-437.8%

5Y implied EPS CAGR

183.9%

muy exigente

EPS terminal req.

$14.75

Spread vs growth

-187.5%

10Y implied EPS CAGR

76.7%

muy exigente

EPS terminal req.

$23.76

Spread vs growth

-80.3%

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 -24.3%

Total return

-24.3%

Start / end P/E

2392.8x → 1770.0x

EPS bridge

0.08 → 0.08

Residual

+0.9%

EPS growth-3.6%
Multiple rerating-26.0%
Dividend+4.4%
Residual / FX / buybacks / cross-term+0.9%

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.