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ILM1.DE$13.46-1.03%
Fair $13.46+0.0%

ILM1.DE

Medios AG

Healthcare / Medical DistributionXETRA

$13.46

-0.14 (-1.03%)

Fairly Valued+0.0%Fair Value $13.46Fund rank 36/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $32.1M · quality 70.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

4/9

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. ROE is 2.5%, below the 5% threshold
Thesis & Journal · ILM1.DELocal privado en este navegador · Medios AG
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

$343M

P/E

15.5x

↓

EV/EBITDA

7.4x

↓

ROE

2.5%

↑

Gross Margin

8.0%

↓

Debt/Equity

0.47

↑
52-Week Range$13
$11$17

TradingView lightweight chart

ILM1.DE price, volumen y niveles de valoración

Último $13.46Periodo +132.1%
Fair value: $13.46

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+11.5%

FCF CAGR

+11.4%

FCF margin

3.6%

FCF / Net income

5.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88B · net income $12.5M · FCF $67.4M

2021-FY → 2024-FY

Gross margin

8.0%+3.0% pts

Operating margin

1.6%+0.6% pts

Net margin

0.7%+0.1% pts

FCF margin

3.6%-0.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.88B$1.88B$1.78B$1.61B$1.36B
Net Income$12.5M$12.5M$18.8M$18.3M$7.4M
EBITDA$64.0M$64.0M$52.8M$51.3M$34.7M
EPS0.510.510.790.770.37
Gross Margin8.0%8.0%6.1%6.6%5.0%
Operating Margin1.6%1.6%1.7%1.7%1.0%
Net Margin0.7%0.7%1.1%1.1%0.5%
Balance Sheet
Debt/Equity0.470.470.040.040.13
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$67.4M$67.4M$15.1M$32.1M$48.7M
Returns
ROE2.5%2.5%4.0%4.1%1.9%
Valuation
P/E15.4715.4719.2724.0394.05
EV/EBITDA7.437.435.847.4016.81
P/B0.670.670.770.991.78
Growth & Yield
Revenue Growth5.5%5.5%10.8%18.7%—
EPS Growth-35.4%-35.4%2.6%108.1%—

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

32.8%

muy exigente

EPS terminal req.

$1.19

Spread vs growth

-68.2%

5Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$1.45

Spread vs growth

-58.6%

10Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$2.33

Spread vs growth

-51.8%

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 +12.5%

Total return

+12.5%

Start / end P/E

15.1x → 26.4x

EPS bridge

0.79 → 0.51

Residual

-26.3%

EPS growth-35.4%
Multiple rerating+74.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-26.3%

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.