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FTC.L$395.00+6.85%
Fair $395.00+0.0%

FTC.L

Filtronic plc

Technology / Communication EquipmentLSE

$395.00

+25.00 (+6.85%)

Fairly Valued+0.0%Fair Value $395.00Fund rank 32/100 · Data gapFallback financials|
SA 74/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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.8M · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

74/100

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 · FTC.LLocal privado en este navegador · Filtronic 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

$869M

P/E

98.8x

↑

EV/EBITDA

5915.1x

↑

ROE

39.7%

↑

Gross Margin

61.2%

↑

Debt/Equity

0.10

↓
52-Week Range$395
$114$480

TradingView lightweight chart

FTC.L price, volumen y niveles de valoración

Último $390.00Periodo -99.2%
Fair value: $395.00

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

+48.9%

FCF CAGR

+58.2%

FCF margin

14.3%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $56.3M · net income $14.0M · FCF $8.1M

2022-FY → 2025-FY

Gross margin

61.2%-5.7% pts

Operating margin

23.9%+14.6% pts

Net margin

24.9%+16.3% pts

FCF margin

14.3%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$56.3M$56.3M$25.4M$16.3M$17.1M
Net Income$14.0M$14.0M$3.1M$464000.00$1.5M
EBITDA$15.5M$15.5M$4.9M$1.3M$3.3M
EPS0.060.060.010.000.01
Gross Margin61.2%61.2%63.2%63.2%66.9%
Operating Margin23.9%23.9%14.2%1.5%9.3%
Net Margin24.9%24.9%12.4%2.9%8.6%
Balance Sheet
Debt/Equity0.100.100.170.200.16
Current Ratio2.462.46———
Cash Flow
Free Cash Flow$8.1M$8.1M$4.8M$-581000.00$2.0M
Returns
ROE39.7%39.7%18.0%4.0%13.3%
Valuation
P/E98.7598.754787.236190.481433.82
EV/EBITDA5915.085915.083054.052118.92634.59
P/B2593.172593.17863.69243.85190.35
Growth & Yield
Revenue Growth121.4%121.4%56.3%-4.6%—
EPS Growth329.1%329.1%571.4%-69.1%—

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

733.6%

muy exigente

EPS terminal req.

$35.05

Spread vs growth

-404.6%

5Y implied EPS CAGR

270.8%

muy exigente

EPS terminal req.

$42.41

Spread vs growth

58.3%

10Y implied EPS CAGR

102.0%

muy exigente

EPS terminal req.

$68.30

Spread vs growth

227.1%

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 +195.5%

Total return

+195.5%

Start / end P/E

9361.7x → 6446.3x

EPS bridge

0.01 → 0.06

Residual

-102.5%

EPS growth+329.1%
Multiple rerating-31.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-102.5%

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.