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GMS.MI$1.35-0.74%
Fair $1.35+0.0%

GMS.MI

Giocamondo Study S.p.A.

Consumer Defensive / Education & Training ServicesMilan

$1.35

-0.01 (-0.74%)

Fairly Valued+0.0%Fair Value $1.35Fund rank 36/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.6M · quality 72.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · GMS.MILocal privado en este navegador · Giocamondo Study 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

$17M

P/E

12.3x

↓

EV/EBITDA

5.9x

↓

ROE

57.3%

↑

Gross Margin

93.2%

↑

Debt/Equity

0.03

↓
52-Week Range$1
$1$2

TradingView lightweight chart

GMS.MI price, volumen y niveles de valoración

Último $1.350Periodo -30.8%
Fair value: $1.350

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2024 · 1 años de histórico normalizado

Revenue CAGR

+21.0%

FCF CAGR

-47.5%

FCF margin

7.7%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.0M · net income $1.5M · FCF $1.8M

2023-FY → 2024-FY

Gross margin

93.2%-0.3% pts

Operating margin

9.0%+1.9% pts

Net margin

6.4%+1.4% pts

FCF margin

7.7%-10.0% pts
MetricTTM
2024
2023
Income Statement
Revenue$23.0M$23.0M$19.0M
Net Income$1.5M$1.5M$951000.00
EBITDA$2.2M$2.2M$1.4M
EPS0.120.120.08
Gross Margin93.2%93.2%93.5%
Operating Margin9.0%9.0%7.2%
Net Margin6.4%6.4%5.0%
Balance Sheet
Debt/Equity0.030.030.02
Current Ratio5.555.55—
Cash Flow
Free Cash Flow$1.8M$1.8M$3.4M
Returns
ROE57.3%57.3%52.8%
Valuation
P/E12.2712.27—
EV/EBITDA5.895.89—
P/B6.476.47—
Growth & Yield
Revenue Growth21.0%21.0%—
EPS Growth53.8%53.8%—
Dividend Yield4.4%4.4%—

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

0.1%

fácil

EPS terminal req.

$0.12

Spread vs growth

53.7%

5Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$0.14

Spread vs growth

49.9%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$0.23

Spread vs growth

46.9%

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 · available periodreconcilia total -26.3%

Total return

-26.3%

Start / end P/E

25.1x → 11.3x

EPS bridge

0.08 → 0.12

Residual

-29.6%

EPS growth+53.8%
Multiple rerating-55.0%
Dividend+4.4%
Residual / FX / buybacks / cross-term-29.6%

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.