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GYM.L$195.50+1.31%
Fair $195.50+0.0%

GYM.L

The Gym Group plc

Consumer Cyclical / LeisureLSE

$195.50

+2.50 (+1.31%)

Fairly Valued+0.0%Fair Value $195.50Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 8/9
High Debt

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $55.1M · quality 57.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

44/100

C

Piotroski

8/9

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. Debt-to-Equity ratio is 2.89, above the 2.0 threshold
Thesis & Journal · GYM.LLocal privado en este navegador · The Gym Group 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

$340M

P/E

48.9x

↑

EV/EBITDA

405.1x

↑

ROE

5.2%

↑

Gross Margin

98.8%

↑

Debt/Equity

2.89

↑
52-Week Range$196
$131$195

TradingView lightweight chart

GYM.L price, volumen y niveles de valoración

Último $193.00Periodo -5.6%
Fair value: $195.50

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

+12.3%

FCF CAGR

+33.0%

FCF margin

20.9%

FCF / Net income

6.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $244.9M · net income $7.4M · FCF $51.1M

2022-FY → 2025-FY

Gross margin

98.8%-0.0% pts

Operating margin

12.6%+6.7% pts

Net margin

3.0%+14.2% pts

FCF margin

20.9%+8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$244.9M$244.9M$226.3M$204.0M$172.9M
Net Income$7.4M$7.4M$4.4M$-8.4M$-19.3M
EBITDA$90.8M$90.8M$83.4M$70.8M$56.0M
EPS0.040.040.02-0.05-0.19
Gross Margin98.8%98.8%98.7%98.6%98.8%
Operating Margin12.6%12.6%10.5%7.5%5.9%
Net Margin3.0%3.0%1.9%-4.1%-11.2%
Balance Sheet
Debt/Equity2.892.893.053.113.14
Current Ratio0.150.15———
Cash Flow
Free Cash Flow$51.1M$51.1M$55.1M$55.8M$21.7M
Returns
ROE5.2%5.2%3.3%-6.6%-14.4%
Valuation
P/E48.8848.886416.67——
EV/EBITDA405.14405.14345.75267.82372.68
P/B256.74256.74216.09145.04152.65
Growth & Yield
Revenue Growth8.2%8.2%10.9%18.0%—
EPS Growth66.7%66.7%151.1%75.8%—

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

656.9%

muy exigente

EPS terminal req.

$17.35

Spread vs growth

-590.3%

5Y implied EPS CAGR

249.9%

muy exigente

EPS terminal req.

$20.99

Spread vs growth

-183.3%

10Y implied EPS CAGR

96.2%

muy exigente

EPS terminal req.

$33.81

Spread vs growth

-29.5%

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 +34.0%

Total return

+34.0%

Start / end P/E

6000.0x → 4825.0x

EPS bridge

0.02 → 0.04

Residual

-13.1%

EPS growth+66.7%
Multiple rerating-19.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.1%

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.