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GLE.L$246.00+2.71%
Fair $246.00+0.0%

GLE.L

MJ Gleeson plc

Consumer Cyclical / Residential ConstructionLSE

$246.00

+6.50 (+2.71%)

Fairly Valued+0.0%Fair Value $246.00Fund rank 28/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $8.2M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

4/9

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 · GLE.LLocal privado en este navegador · MJ Gleeson 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

$144M

P/E

9.8x

↓

EV/EBITDA

436.7x

↑

ROE

6.5%

↑

Gross Margin

24.5%

↓

Debt/Equity

0.02

↓
52-Week Range$246
$223$435

TradingView lightweight chart

GLE.L price, volumen y niveles de valoración

Último $246.00Periodo +74.5%
Fair value: $246.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.2%

FCF CAGR

-7.8%

FCF margin

4.6%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $345.3M · net income $19.3M · FCF $15.9M

2021-FY → 2024-FY

Gross margin

24.5%-6.5% pts

Operating margin

8.2%-6.6% pts

Net margin

5.6%-6.1% pts

FCF margin

4.6%-2.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$345.3M$345.3M$328.3M$373.4M$288.6M
Net Income$19.3M$19.3M$24.2M$35.1M$33.9M
EBITDA$32.9M$32.9M$36.7M$46.7M$45.6M
EPS0.330.330.410.600.58
Gross Margin24.5%24.5%27.4%26.2%31.0%
Operating Margin8.2%8.2%10.1%11.7%14.8%
Net Margin5.6%5.6%7.4%9.4%11.7%
Balance Sheet
Debt/Equity0.020.020.020.010.01
Current Ratio3.873.87———
Cash Flow
Free Cash Flow$15.9M$15.9M$-18.9M$8.2M$20.3M
Returns
ROE6.5%6.5%8.5%12.9%13.8%
Valuation
P/E9.849.84923.56855.531505.08
EV/EBITDA436.71436.71608.73642.351118.42
P/B48.2848.2878.05110.30208.15
Growth & Yield
Revenue Growth5.2%5.2%-12.1%29.4%—
EPS Growth-20.3%-20.3%-31.0%3.5%—
Dividend Yield4.6%4.6%———

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

304.3%

muy exigente

EPS terminal req.

$21.83

Spread vs growth

-324.6%

5Y implied EPS CAGR

140.2%

muy exigente

EPS terminal req.

$26.41

Spread vs growth

-160.5%

10Y implied EPS CAGR

62.5%

muy exigente

EPS terminal req.

$42.54

Spread vs growth

-82.9%

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 -32.0%

Total return

-32.0%

Start / end P/E

935.6x → 744.6x

EPS bridge

0.41 → 0.33

Residual

+4.2%

EPS growth-20.3%
Multiple rerating-20.4%
Dividend+4.6%
Residual / FX / buybacks / cross-term+4.2%

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.