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GLV.L$2.28+0.44%
Fair $2.28+0.0%

GLV.L

Glenveagh Properties PLC

Consumer Cyclical / Residential ConstructionLSE

$2.28

+0.01 (+0.44%)

Fairly Valued+0.0%Fair Value $2.28Fund rank 29/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 20%

FCF escenarios

weak_data · normalized FCF $33.0M · quality 47.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

64/100

B

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: 0unknown: 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.
Thesis & Journal · GLV.LLocal privado en este navegador · Glenveagh Properties 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

$1.2B

P/E

0.1x

↓

EV/EBITDA

9.6x

↑

ROE

13.6%

↑

Gross Margin

21.4%

↓

Debt/Equity

0.31

↓
52-Week Range$2
$2$2

TradingView lightweight chart

GLV.L price, volumen y niveles de valoración

Último $2.280Periodo +100.0%
Fair value: $2.280

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

+12.8%

FCF CAGR

-10.0%

FCF margin

9.5%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $925.9M · net income $107.6M · FCF $87.9M

2022-FY → 2025-FY

Gross margin

21.4%+4.6% pts

Operating margin

15.6%+4.7% pts

Net margin

11.6%+3.5% pts

FCF margin

9.5%-9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$925.9M$925.9M$869.2M$607.9M$644.7M
Net Income$107.6M$107.6M$97.8M$47.1M$52.6M
EBITDA$147.3M$147.3M$135.6M$73.7M$72.2M
EPS0.200.200.170.080.08
Gross Margin21.4%21.4%21.2%18.5%16.8%
Operating Margin15.6%15.6%15.2%11.7%10.9%
Net Margin11.6%11.6%11.2%7.7%8.2%
Balance Sheet
Debt/Equity0.310.310.320.180.12
Current Ratio5.945.94———
Cash Flow
Free Cash Flow$87.9M$87.9M$-100.3M$33.0M$120.5M
Returns
ROE13.6%13.6%13.0%6.9%7.6%
Valuation
P/E0.110.119.7015.3811.25
EV/EBITDA9.619.618.3410.868.44
P/B1.571.571.271.070.86
Growth & Yield
Revenue Growth6.5%6.5%43.0%-5.7%—
EPS Growth16.6%16.6%111.3%5.3%—

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

0.9%

fácil

EPS terminal req.

$0.20

Spread vs growth

15.7%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$0.24

Spread vs growth

12.1%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$0.39

Spread vs growth

9.4%

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 +30.3%

Total return

+30.3%

Start / end P/E

10.4x → 11.6x

EPS bridge

0.17 → 0.20

Residual

+1.9%

EPS growth+16.6%
Multiple rerating+11.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.9%

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.