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v0.1
GULD.ST$19.70-1.50%
Fair $19.70+0.0%

GULD.ST

Guldbrev Holding AB (publ)

Consumer Cyclical / Internet RetailStockholm

$19.70

-0.30 (-1.50%)

Fairly Valued+0.0%Fair Value $19.70Fund rank 37/100 · Data gapFallback financials|
SA 62/B
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $34.9M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

62/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 1.2%, below the 5% threshold
Thesis & Journal · GULD.STLocal privado en este navegador · Guldbrev Holding AB (publ)
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

$414M

P/E

4.7x

↓

EV/EBITDA

3.9x

↓

ROE

115.3%

↑

Gross Margin

48.4%

↑

Debt/Equity

0.13

↓
52-Week Range$20
$16$28

TradingView lightweight chart

GULD.ST price, volumen y niveles de valoración

Último $19.70Periodo -3.8%
Fair value: $19.70

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

+69.1%

FCF CAGR

+106.9%

FCF margin

21.4%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $404.9M · net income $70.8M · FCF $86.7M

2022-FY → 2025-FY

Gross margin

48.4%-0.1% pts

Operating margin

22.6%+18.1% pts

Net margin

17.5%+15.3% pts

FCF margin

21.4%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$404.9M$404.9M$179.9M$107.3M$83.7M
Net Income$70.8M$70.8M$28.3M$5.0M$1.9M
EBITDA$99.6M$99.6M$45.9M$18.0M$11.3M
EPS3.373.371.350.240.09
Gross Margin48.4%48.4%51.3%50.9%48.5%
Operating Margin22.6%22.6%21.2%9.8%4.5%
Net Margin17.5%17.5%15.7%4.6%2.2%
Balance Sheet
Debt/Equity0.130.13—0.390.61
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$86.7M$86.7M$34.9M$9.7M$9.8M
Returns
ROE115.3%115.3%66.2%13.9%6.0%
Valuation
P/E4.744.74———
EV/EBITDA3.873.87———
P/B6.746.74———
Growth & Yield
Revenue Growth125.1%125.1%67.6%28.1%—
EPS Growth150.4%150.4%467.1%169.0%—
Dividend Yield10.1%10.1%———

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

-19.7%

fácil

EPS terminal req.

$1.75

Spread vs growth

170.1%

5Y implied EPS CAGR

-8.9%

fácil

EPS terminal req.

$2.12

Spread vs growth

159.3%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$3.41

Spread vs growth

150.3%

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 +6.3%

Total return

+6.3%

Start / end P/E

15.2x → 5.8x

EPS bridge

1.35 → 3.37

Residual

-92.7%

EPS growth+150.4%
Multiple rerating-61.6%
Dividend+10.1%
Residual / FX / buybacks / cross-term-92.7%

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.