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JCH.L$904.00+1.12%
Fair $904.00+0.0%

JCH.L

JPMorgan Claverhouse Ord

Unknown / UnknownLSE

$904.00

+10.00 (+1.12%)

Fairly Valued+0.0%Fair Value $904.00Fund rank 33/100 · Data gapFallback financials|
SA 38/D
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $17.5M · quality 48.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

38/100

D

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 · JCH.LLocal privado en este navegador · JPMorgan Claverhouse Ord
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

$492M

P/E

4.5x

↓

EV/EBITDA

N/A

•

ROE

22.7%

↑

Gross Margin

N/A

•

Debt/Equity

0.06

↓
52-Week Range$904
$773$932

TradingView lightweight chart

JCH.L price, volumen y niveles de valoración

Último $904.00Periodo +66.6%
Fair value: $904.00

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

—

FCF CAGR

-5.6%

FCF margin

15.4%

FCF / Net income

0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $111.5M · net income $110.7M · FCF $17.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

99.2%-2.8% pts

FCF margin

15.4%+74.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$111.5M$111.5M$34.2M$29.1M$-34.5M
Net Income$110.7M$110.7M$33.4M$28.2M$-35.2M
EPS2.012.010.590.48-0.59
Net Margin99.2%99.2%97.6%96.9%102.1%
Balance Sheet
Debt/Equity0.060.060.100.100.10
Cash Flow
Free Cash Flow$17.2M$17.2M$17.5M$17.9M$20.4M
Returns
ROE22.7%22.7%8.2%6.9%-8.5%
Valuation
P/E4.504.501203.211418.98—
P/B——98.0698.19102.60
Growth & Yield
Revenue Growth226.0%226.0%17.6%184.3%—
EPS Growth242.8%242.8%22.8%181.0%—

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

242.0%

muy exigente

EPS terminal req.

$80.21

Spread vs growth

0.8%

5Y implied EPS CAGR

117.2%

muy exigente

EPS terminal req.

$97.06

Spread vs growth

125.6%

10Y implied EPS CAGR

54.6%

muy exigente

EPS terminal req.

$156.32

Spread vs growth

188.2%

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 +15.9%

Total return

+15.9%

Start / end P/E

1333.1x → 450.7x

EPS bridge

0.59 → 2.01

Residual

-160.7%

EPS growth+242.8%
Multiple rerating-66.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-160.7%

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.