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GCP.L$76.90+1.32%
Fair $76.90+0.0%

GCP.L

GCP Infrastructure Investments Limited

Financial Services / Asset ManagementLSE

$76.90

+1.00 (+1.32%)

Fairly Valued+0.0%Fair Value $76.90Fund rank 37/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9
Declining RevenueLow Profitability

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 11.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

40/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is 2.2%, below the 5% threshold
Thesis & Journal · GCP.LLocal privado en este navegador · GCP Infrastructure Investments 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

$626M

P/E

38.5x

↑

EV/EBITDA

N/A

•

ROE

2.2%

↓

Gross Margin

N/A

•

Debt/Equity

0.02

↓
52-Week Range$77
$70$81

TradingView lightweight chart

GCP.L price, volumen y niveles de valoración

Último $76.90Periodo -23.4%
Fair value: $76.90

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

-47.1%

FCF CAGR

-3.5%

FCF margin

579.1%

FCF / Net income

6.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.4M · net income $18.4M · FCF $123.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

85.9%-11.5% pts

FCF margin

579.1%+483.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.4M$21.4M$22.3M$33.5M$144.1M
Net Income$18.4M$18.4M$19.5M$30.9M$140.3M
EPS0.020.020.020.040.16
Net Margin85.9%85.9%87.4%92.1%97.4%
Balance Sheet
Debt/Equity0.020.020.060.110.10
Current Ratio278.77278.77———
Cash Flow
Free Cash Flow$123.7M$123.7M$113.3M$76.5M$137.6M
Returns
ROE2.2%2.2%2.1%3.2%14.1%
Valuation
P/E38.4538.453457.781851.43619.02
P/B77.4277.4273.9559.7487.01
Growth & Yield
Revenue Growth-4.3%-4.3%-33.4%-76.7%—
EPS Growth-4.4%-4.4%-35.7%-78.0%—
Dividend Yield9.2%9.2%———

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

582.1%

muy exigente

EPS terminal req.

$6.82

Spread vs growth

-586.6%

5Y implied EPS CAGR

228.8%

muy exigente

EPS terminal req.

$8.26

Spread vs growth

-233.2%

10Y implied EPS CAGR

90.2%

muy exigente

EPS terminal req.

$13.30

Spread vs growth

-94.6%

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 +13.7%

Total return

+13.7%

Start / end P/E

3271.1x → 3576.7x

EPS bridge

0.02 → 0.02

Residual

-0.4%

EPS growth-4.4%
Multiple rerating+9.3%
Dividend+9.2%
Residual / FX / buybacks / cross-term-0.4%

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.