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GSM$4.49+2.05%
Fair $4.49+0.0%

GSM

Ferroglobe PLC

Basic Materials / Other Industrial Metals & MiningNasdaqCM

$4.49

+0.09 (+2.05%)

Fairly Valued+0.0%Fair Value $4.49Fund rank 30/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $91.9M · quality 59.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

24/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -28.7%, below the 5% threshold
Thesis & Journal · GSMLocal privado en este navegador · Ferroglobe 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

$839M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-28.7%

↓

Gross Margin

23.7%

↑

Debt/Equity

0.44

↑
52-Week Range$4
$4$6

TradingView lightweight chart

GSM price, volumen y niveles de valoración

Último $4.490Periodo -36.7%
Fair value: $4.490

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

-19.9%

FCF CAGR

—

FCF margin

-0.9%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $-170.7M · FCF $-11.8M

2022-FY → 2025-FY

Gross margin

23.7%-23.7% pts

Operating margin

-8.7%-36.3% pts

Net margin

-12.8%-29.7% pts

FCF margin

-0.9%-14.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.64B$1.65B$2.60B
Net Income$-170.7M$-170.7M$23.5M$82.7M$440.3M
EBITDA$-72.8M$-72.8M$128.0M$259.6M$725.5M
EPS-0.91-0.910.030.462.32
Gross Margin23.7%23.7%32.9%42.3%47.4%
Operating Margin-8.7%-8.7%4.9%13.5%27.6%
Net Margin-12.8%-12.8%1.4%5.0%16.9%
Balance Sheet
Debt/Equity0.440.440.280.450.83
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$-11.8M$-11.8M$164.1M$91.9M$351.7M
Returns
ROE-28.7%-28.7%3.3%11.1%67.7%
Valuation
P/E——132.0013.761.84
EV/EBITDA——6.365.421.42
P/B1.421.421.041.611.25
Growth & Yield
Revenue Growth-18.8%-18.8%-0.4%-36.5%—
EPS Growth-3133.3%-3133.3%-93.5%-80.2%—
Dividend Yield1.3%1.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +25.7%

Total return

+25.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.03 → -0.91

Residual

+24.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+24.4%

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.