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IZER.MC$8.82+0.46%
Fair $8.82+0.0%

IZER.MC

izertis, S.A.

Technology / Information Technology ServicesMCE

$8.82

+0.04 (+0.46%)

Fairly Valued+0.0%Fair Value $8.82Fund rank 32/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
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 $10.3M · 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 69/100Data 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

41/100

C

Piotroski

3/9

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 4.1%, below the 5% threshold
Thesis & Journal · IZER.MCLocal privado en este navegador · izertis, S.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

$308M

P/E

63.0x

↑

EV/EBITDA

13.8x

↑

ROE

4.1%

↓

Gross Margin

30.8%

↓

Debt/Equity

1.31

↑
52-Week Range$9
$8$12

TradingView lightweight chart

IZER.MC price, volumen y niveles de valoración

Último $8.820Periodo +62.7%
Fair value: $8.820

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

+22.2%

FCF CAGR

+50.1%

FCF margin

15.6%

FCF / Net income

6.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $161.4M · net income $3.9M · FCF $25.2M

2022-FY → 2025-FY

Gross margin

30.8%+1.7% pts

Operating margin

7.5%+1.2% pts

Net margin

2.4%-1.9% pts

FCF margin

15.6%+7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$161.4M$161.4M$133.1M$117.2M$88.4M
Net Income$3.9M$3.9M$4.3M$5.0M$3.8M
EBITDA$22.9M$22.9M$19.9M$18.0M$11.9M
EPS0.140.140.160.200.16
Gross Margin30.8%30.8%31.8%31.8%29.1%
Operating Margin7.5%7.5%7.7%8.2%6.2%
Net Margin2.4%2.4%3.2%4.3%4.3%
Balance Sheet
Debt/Equity1.311.311.131.241.44
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$25.2M$25.2M$5.3M$10.3M$7.4M
Returns
ROE4.1%4.1%5.1%6.9%7.9%
Valuation
P/E63.0063.0060.5045.5050.88
EV/EBITDA13.7913.7916.5416.3618.98
P/B2.652.653.173.213.96
Growth & Yield
Revenue Growth21.3%21.3%13.5%32.6%—
EPS Growth-12.5%-12.5%-20.0%25.0%—

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

77.5%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

-90.0%

5Y implied EPS CAGR

46.6%

muy exigente

EPS terminal req.

$0.95

Spread vs growth

-59.1%

10Y implied EPS CAGR

27.0%

muy exigente

EPS terminal req.

$1.53

Spread vs growth

-39.5%

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 -4.3%

Total return

-4.3%

Start / end P/E

57.6x → 63.0x

EPS bridge

0.16 → 0.14

Residual

-1.2%

EPS growth-12.5%
Multiple rerating+9.3%
Dividend+0.0%
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.