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ICGC.L$542.33-1.41%
Fair $542.33+0.0%

ICGC.L

Irish Continental Group plc

Industrials / Marine ShippingLSE

$542.33

-7.73 (-1.41%)

Fairly Valued+0.0%Fair Value $542.33Fund rank 34/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $77.3M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

42/100

C

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: 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 · ICGC.LLocal privado en este navegador · Irish Continental 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

$805M

P/E

13.6x

↓

EV/EBITDA

582.3x

↑

ROE

26.4%

↑

Gross Margin

75.8%

↑

Debt/Equity

1.03

↑
52-Week Range$542
$5$590

TradingView lightweight chart

ICGC.L price, volumen y niveles de valoración

Último $542.27Periodo +529.2%
Fair value: $542.33

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

+4.5%

FCF CAGR

-1.8%

FCF margin

7.2%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $666.7M · net income $74.9M · FCF $47.9M

2022-FY → 2025-FY

Gross margin

75.8%-0.1% pts

Operating margin

12.8%+1.4% pts

Net margin

11.2%+1.0% pts

FCF margin

7.2%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$666.7M$666.7M$603.8M$572.0M$584.9M
Net Income$74.9M$74.9M$59.9M$61.6M$59.8M
EBITDA$152.7M$152.7M$135.1M$134.0M$127.3M
EPS0.460.460.360.360.33
Gross Margin75.8%75.8%74.4%73.8%75.9%
Operating Margin12.8%12.8%11.4%12.0%11.4%
Net Margin11.2%11.2%9.9%10.8%10.2%
Balance Sheet
Debt/Equity1.031.030.630.670.81
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$47.9M$47.9M$101.9M$77.3M$50.6M
Returns
ROE26.4%26.4%18.6%21.8%22.9%
Valuation
P/E13.5613.561250.001154.061171.69
EV/EBITDA582.33582.33554.69531.69551.80
P/B312.64312.64232.01251.87268.69
Growth & Yield
Revenue Growth10.4%10.4%5.6%-2.2%—
EPS Growth28.7%28.7%-0.3%7.5%—
Dividend Yield2.6%2.6%———

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

371.9%

muy exigente

EPS terminal req.

$48.12

Spread vs growth

-343.2%

5Y implied EPS CAGR

163.5%

muy exigente

EPS terminal req.

$58.23

Spread vs growth

-134.9%

10Y implied EPS CAGR

70.3%

muy exigente

EPS terminal req.

$93.78

Spread vs growth

-41.6%

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 +25.8%

Total return

+25.8%

Start / end P/E

1236.0x → 1184.0x

EPS bridge

0.36 → 0.46

Residual

-1.2%

EPS growth+28.7%
Multiple rerating-4.2%
Dividend+2.6%
Residual / FX / buybacks / cross-term-1.2%

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.