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IWB.MI$18.70-0.95%
Fair $18.70+0.0%

IWB.MI

Italian Wine Brands S.p.A.

Consumer Defensive / Beverages - Wineries & DistilleriesMilan

$18.70

-0.18 (-0.95%)

Fairly Valued+0.0%Fair Value $18.70Fund rank 36/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
Declining Revenue

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 $37.3M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

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. Revenue has declined for 2 consecutive years
Thesis & Journal · IWB.MILocal privado en este navegador · Italian Wine Brands S.p.A.
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

$175M

P/E

10.6x

↓

EV/EBITDA

6.2x

↓

ROE

7.0%

↑

Gross Margin

34.3%

↑

Debt/Equity

0.64

↑
52-Week Range$19
$18$24

TradingView lightweight chart

IWB.MI price, volumen y niveles de valoración

Último $18.70Periodo +73.0%
Fair value: $18.70

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

+0.4%

FCF CAGR

+41.7%

FCF margin

10.4%

FCF / Net income

2.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $395.9M · net income $16.3M · FCF $41.3M

2022-FY → 2025-FY

Gross margin

34.3%+3.7% pts

Operating margin

7.8%+3.0% pts

Net margin

4.1%+1.2% pts

FCF margin

10.4%+6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$395.9M$395.9M$401.9M$429.1M$390.7M
Net Income$16.3M$16.3M$22.3M$16.3M$11.2M
EBITDA$37.4M$37.4M$46.1M$38.5M$28.1M
EPS1.761.762.391.741.19
Gross Margin34.3%34.3%34.7%32.0%30.6%
Operating Margin7.8%7.8%8.7%6.2%4.7%
Net Margin4.1%4.1%5.6%3.8%2.9%
Balance Sheet
Debt/Equity0.640.640.660.891.08
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$41.3M$41.3M$37.3M$35.9M$14.5M
Returns
ROE7.0%7.0%9.9%7.8%5.8%
Valuation
P/E10.6310.639.7210.7824.92
EV/EBITDA6.176.176.667.5815.21
P/B0.740.740.960.841.45
Growth & Yield
Revenue Growth-1.5%-1.5%-6.3%9.8%—
EPS Growth-26.4%-26.4%37.6%45.8%—
Dividend Yield2.7%2.7%———

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

-1.9%

fácil

EPS terminal req.

$1.66

Spread vs growth

-24.5%

5Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$2.01

Spread vs growth

-29.1%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$3.23

Spread vs growth

-32.6%

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 -8.3%

Total return

-8.3%

Start / end P/E

8.8x → 10.6x

EPS bridge

2.39 → 1.76

Residual

-5.5%

EPS growth-26.4%
Multiple rerating+20.9%
Dividend+2.7%
Residual / FX / buybacks / cross-term-5.5%

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.