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v0.1
FSG.L$441.50+2.70%
Fair $441.50+0.0%

FSG.L

Foresight Group Holdings Limited

Financial Services / Asset ManagementLSE

$441.50

+11.50 (+2.70%)

Fairly Valued+0.0%Fair Value $441.50Fund rank 39/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

59/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · FSG.LLocal privado en este navegador · Foresight Group Holdings Limited
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

$493M

P/E

15.8x

↑

EV/EBITDA

1091.4x

↑

ROE

39.0%

↑

Gross Margin

94.9%

↑

Debt/Equity

0.23

↓
52-Week Range$442
$257$494

TradingView lightweight chart

FSG.L price, volumen y niveles de valoración

Último $438.00Periodo -4.8%
Fair value: $441.50

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

+21.4%

FCF CAGR

+19.4%

FCF margin

27.1%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $154.0M · net income $33.2M · FCF $41.7M

2022-FY → 2025-FY

Gross margin

94.9%+0.9% pts

Operating margin

30.2%-1.0% pts

Net margin

21.6%-7.5% pts

FCF margin

27.1%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$154.0M$154.0M$141.3M$119.2M$86.1M
Net Income$33.2M$33.2M$26.4M$23.6M$25.1M
EBITDA$48.0M$48.0M$41.3M$33.4M$32.0M
EPS0.280.280.220.210.23
Gross Margin94.9%94.9%94.8%94.7%94.1%
Operating Margin30.2%30.2%25.5%25.5%31.2%
Net Margin21.6%21.6%18.7%19.8%29.1%
Balance Sheet
Debt/Equity0.230.230.090.160.24
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$41.7M$41.7M$43.9M$50.7M$24.5M
Returns
ROE39.0%39.0%29.8%30.6%42.8%
Valuation
P/E15.7715.772027.031869.571721.74
EV/EBITDA1091.361091.361296.021324.041344.95
P/B614.83614.83604.93572.71735.45
Growth & Yield
Revenue Growth9.0%9.0%18.6%38.4%—
EPS Growth26.1%26.1%7.2%-10.0%—
Dividend Yield5.7%5.7%———

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

419.1%

muy exigente

EPS terminal req.

$39.18

Spread vs growth

-393.0%

5Y implied EPS CAGR

179.1%

muy exigente

EPS terminal req.

$47.40

Spread vs growth

-153.0%

10Y implied EPS CAGR

75.2%

muy exigente

EPS terminal req.

$76.34

Spread vs growth

-49.1%

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 +15.7%

Total return

+15.7%

Start / end P/E

1792.8x → 1564.3x

EPS bridge

0.22 → 0.28

Residual

-3.3%

EPS growth+26.1%
Multiple rerating-12.7%
Dividend+5.7%
Residual / FX / buybacks / cross-term-3.3%

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.