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GBG.L$246.50+2.16%
Fair $246.50+0.0%

GBG.L

GB Group plc

Technology / Software - ApplicationLSE

$246.50

+5.00 (+2.16%)

Fairly Valued+0.0%Fair Value $246.50Fund rank 39/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9
Low 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $43.1M · quality 84.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

52/100

C

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: 1unknown: 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. ROE is 1.4%, below the 5% threshold
Thesis & Journal · GBG.LLocal privado en este navegador · GB Group 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

$569M

P/E

61.6x

↑

EV/EBITDA

1059.9x

↑

ROE

1.4%

↓

Gross Margin

70.0%

↑

Debt/Equity

0.12

↓
52-Week Range$247
$185$285

TradingView lightweight chart

GBG.L price, volumen y niveles de valoración

Último $237.00Periodo +137.0%
Fair value: $246.50

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

+5.3%

FCF CAGR

+6.6%

FCF margin

18.4%

FCF / Net income

6.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $282.7M · net income $8.6M · FCF $52.0M

2022-FY → 2025-FY

Gross margin

70.0%-0.9% pts

Operating margin

8.0%-1.7% pts

Net margin

3.1%-3.2% pts

FCF margin

18.4%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$282.7M$282.7M$277.3M$278.8M$242.5M
Net Income$8.6M$8.6M$-48.6M$-119.8M$15.3M
EBITDA$59.4M$59.4M$643000.00$-66.0M$51.3M
EPS0.030.03-0.19-0.470.07
Gross Margin70.0%70.0%70.1%71.0%70.9%
Operating Margin8.0%8.0%-14.9%-41.4%9.7%
Net Margin3.1%3.1%-17.5%-43.0%6.3%
Balance Sheet
Debt/Equity0.120.120.160.180.17
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$52.0M$52.0M$43.1M$33.3M$42.9M
Returns
ROE1.4%1.4%-7.8%-17.3%1.9%
Valuation
P/E61.6361.63——8304.35
EV/EBITDA1059.911059.91105666.77—2465.60
P/B102.87102.87108.56105.52160.51
Growth & Yield
Revenue Growth1.9%1.9%-0.5%15.0%—
EPS Growth117.7%117.7%59.6%-788.4%—
Dividend Yield1.9%1.9%———

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

763.3%

muy exigente

EPS terminal req.

$21.87

Spread vs growth

-645.6%

5Y implied EPS CAGR

278.7%

muy exigente

EPS terminal req.

$26.47

Spread vs growth

-160.9%

10Y implied EPS CAGR

104.1%

muy exigente

EPS terminal req.

$42.62

Spread vs growth

13.6%

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 -11.2%

Total return

-11.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.19 → 0.03

Residual

-13.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term-13.0%

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.