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GHH.L$936.00-16.05%
Fair $936.00+0.0%

GHH.L

Gooch & Housego PLC

Technology / Electronic ComponentsLSE

$936.00

-179.00 (-16.05%)

Fairly Valued+0.0%Fair Value $936.00Fund rank 30/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $8.8M · quality 52.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

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: 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 3.0%, below the 5% threshold
Thesis & Journal · GHH.LLocal privado en este navegador · Gooch & Housego 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

$256M

P/E

72.0x

↑

EV/EBITDA

1223.1x

↑

ROE

3.0%

↓

Gross Margin

31.0%

↓

Debt/Equity

0.43

↑
52-Week Range$936
$463$1115

TradingView lightweight chart

GHH.L price, volumen y niveles de valoración

Último $936.00Periodo +1048.5%
Fair value: $936.00

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

+6.4%

FCF CAGR

—

FCF margin

2.0%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $150.5M · net income $3.5M · FCF $3.0M

2022-FY → 2025-FY

Gross margin

31.0%-0.3% pts

Operating margin

7.9%+2.3% pts

Net margin

2.3%+4.0% pts

FCF margin

2.0%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$150.5M$150.5M$136.0M$135.0M$124.8M
Net Income$3.5M$3.5M$-6.4M$4.0M$-2.0M
EBITDA$20.3M$20.3M$18.3M$18.8M$8.9M
EPS0.130.13-0.250.16-0.08
Gross Margin31.0%31.0%30.6%29.8%31.3%
Operating Margin7.9%7.9%6.3%7.7%5.6%
Net Margin2.3%2.3%-4.7%3.0%-1.6%
Balance Sheet
Debt/Equity0.430.430.300.320.21
Current Ratio2.742.74———
Cash Flow
Free Cash Flow$3.0M$3.0M$8.9M$8.8M$-2.0M
Returns
ROE3.0%3.0%-5.9%3.3%-1.7%
Valuation
P/E72.0072.00—3262.50—
EV/EBITDA1223.141223.14556.69704.241621.99
P/B211.25211.2593.96108.49121.43
Growth & Yield
Revenue Growth10.7%10.7%0.7%8.2%—
EPS Growth153.8%153.8%-254.4%300.0%—
Dividend Yield1.2%1.2%———

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

754.7%

muy exigente

EPS terminal req.

$83.05

Spread vs growth

-600.9%

5Y implied EPS CAGR

276.4%

muy exigente

EPS terminal req.

$100.50

Spread vs growth

-122.6%

10Y implied EPS CAGR

103.5%

muy exigente

EPS terminal req.

$161.85

Spread vs growth

50.4%

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 +89.5%

Total return

+89.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.25 → 0.13

Residual

+88.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+88.3%

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.