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GF.MI$27.00-0.37%
Fair $27.00+0.0%

GF.MI

Generalfinance S.p.A.

Financial Services / Credit ServicesMilan

$27.00

-0.10 (-0.37%)

Fairly Valued+0.0%Fair Value $27.00Fund rank 18/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9
High Debt

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 98.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

49/100

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 6.57, above the 2.0 threshold
Thesis & Journal · GF.MILocal privado en este navegador · Generalfinance 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

$341M

P/E

11.9x

↓

EV/EBITDA

18.2x

↑

ROE

29.2%

↑

Gross Margin

60.8%

↑

Debt/Equity

6.57

↑
52-Week Range$27
$15$32

TradingView lightweight chart

GF.MI price, volumen y niveles de valoración

Último $27.00Periodo +275.0%
Fair value: $27.00

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

+34.2%

FCF CAGR

—

FCF margin

10.7%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $100.2M · net income $28.8M · FCF $10.7M

2022-FY → 2025-FY

Gross margin

60.8%-4.5% pts

Operating margin

46.4%+2.0% pts

Net margin

28.7%+2.4% pts

FCF margin

10.7%+17.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$100.2M$100.2M$80.8M$62.3M$41.4M
Net Income$28.8M$28.8M$21.1M$15.1M$10.9M
EBITDA$48.3M$48.3M$34.5M$24.3M$18.4M
EPS2.282.281.671.190.97
Gross Margin60.8%60.8%54.0%51.8%65.3%
Operating Margin46.4%46.4%40.7%37.1%44.4%
Net Margin28.7%28.7%26.1%24.2%26.3%
Balance Sheet
Debt/Equity6.576.577.135.866.06
Current Ratio4.744.74———
Cash Flow
Free Cash Flow$10.7M$10.7M$108.2M$-16.7M$-2.7M
Returns
ROE29.2%29.2%26.3%22.7%19.2%
Valuation
P/E11.8911.897.757.827.36
EV/EBITDA18.1818.1818.3719.9620.68
P/B3.473.472.041.771.42
Growth & Yield
Revenue Growth23.9%23.9%29.8%50.3%—
EPS Growth36.5%36.5%40.5%22.9%—
Dividend Yield5.0%5.0%———

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

1.7%

fácil

EPS terminal req.

$2.40

Spread vs growth

34.9%

5Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$2.90

Spread vs growth

31.6%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$4.67

Spread vs growth

29.1%

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 +85.0%

Total return

+85.0%

Start / end P/E

9.0x → 11.8x

EPS bridge

1.67 → 2.28

Residual

+11.6%

EPS growth+36.5%
Multiple rerating+31.8%
Dividend+5.0%
Residual / FX / buybacks / cross-term+11.6%

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.