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GE.MI$11.25-1.32%
Fair $11.25+0.0%

GE.MI

Gefran S.p.A.

Technology / Electronic ComponentsMilan

$11.25

-0.15 (-1.32%)

Fairly Valued+0.0%Fair Value $11.25Fund rank 38/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9
Margin Compression

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 $13.9M · quality 80.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

51/100

C

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · GE.MILocal privado en este navegador · Gefran S.p.A.
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

$160M

P/E

17.0x

↓

EV/EBITDA

5.6x

↓

ROE

9.8%

↑

Gross Margin

71.3%

↑

Debt/Equity

0.20

↓
52-Week Range$11
$10$13

TradingView lightweight chart

GE.MI price, volumen y niveles de valoración

Último $11.25Periodo +146.6%
Fair value: $11.25

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

+1.3%

FCF CAGR

+0.7%

FCF margin

10.1%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $137.8M · net income $9.9M · FCF $13.9M

2022-FY → 2025-FY

Gross margin

71.3%+0.8% pts

Operating margin

9.7%-2.1% pts

Net margin

7.2%-0.4% pts

FCF margin

10.1%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$137.8M$137.8M$131.6M$131.3M$132.5M
Net Income$9.9M$9.9M$11.1M$11.7M$10.0M
EBITDA$22.5M$22.5M$24.3M$24.8M$25.1M
EPS0.690.690.780.820.69
Gross Margin71.3%71.3%71.7%70.6%70.5%
Operating Margin9.7%9.7%10.7%11.6%11.8%
Net Margin7.2%7.2%8.5%8.9%7.5%
Balance Sheet
Debt/Equity0.200.200.250.370.22
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$13.9M$13.9M$20.3M$9.5M$13.6M
Returns
ROE9.8%9.8%11.2%12.4%11.0%
Valuation
P/E17.0517.0511.6910.4613.25
EV/EBITDA5.635.633.924.004.33
P/B1.581.581.301.301.46
Growth & Yield
Revenue Growth4.7%4.7%0.2%-0.9%—
EPS Growth-10.9%-10.9%-4.9%18.1%—
Dividend Yield3.8%3.8%———

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

12.8%

razonable

EPS terminal req.

$1.00

Spread vs growth

-23.7%

5Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$1.21

Spread vs growth

-22.6%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$1.95

Spread vs growth

-21.7%

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 +11.4%

Total return

+11.4%

Start / end P/E

13.4x → 16.2x

EPS bridge

0.78 → 0.69

Residual

-2.3%

EPS growth-10.9%
Multiple rerating+20.8%
Dividend+3.8%
Residual / FX / buybacks / cross-term-2.3%

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.