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JDW.L$621.50-0.81%
Fair $621.50+0.0%

JDW.L

J D Wetherspoon plc

Consumer Cyclical / RestaurantsLSE

$621.50

-5.00 (-0.81%)

Fairly Valued+0.0%Fair Value $621.50Fund rank 23/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
High Debt

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $62.3M · quality 28.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

33/100

D

Piotroski

5/9

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. Debt-to-Equity ratio is 2.83, above the 2.0 threshold
Thesis & Journal · JDW.LLocal privado en este navegador · J D Wetherspoon 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

$655M

P/E

10.8x

↓

EV/EBITDA

338.7x

↑

ROE

12.1%

↑

Gross Margin

N/A

•

Debt/Equity

2.83

↑
52-Week Range$622
$531$815

TradingView lightweight chart

JDW.L price, volumen y niveles de valoración

Último $615.00Periodo +40.7%
Fair value: $621.50

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

+38.1%

FCF CAGR

—

FCF margin

3.1%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $48.8M · FCF $62.3M

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

7.1%+21.2% pts

Net margin

2.4%+25.3% pts

FCF margin

3.1%+15.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.04B$2.04B$1.93B$1.74B$772.6M
Net Income$48.8M$48.8M$59.6M$19.3M$-177.0M
EBITDA$230.2M$230.2M$267.1M$200.0M$-8.2M
EPS0.390.390.470.15-1.47
Gross Margin———5.8%-9.3%
Operating Margin7.1%7.1%5.6%3.2%-14.1%
Net Margin2.4%2.4%3.1%1.1%-22.9%
Balance Sheet
Debt/Equity2.832.832.844.375.09
Current Ratio0.300.30———
Cash Flow
Free Cash Flow$62.3M$62.3M$289.2M$-286000.00$-93.0M
Returns
ROE12.1%12.1%14.4%6.0%-63.7%
Valuation
P/E10.7910.791391.403769.74—
EV/EBITDA338.69338.69314.78370.23—
P/B191.45191.45200.91225.77512.17
Growth & Yield
Revenue Growth5.7%5.7%10.6%125.3%—
EPS Growth-16.1%-16.1%205.9%110.3%—
Dividend Yield1.9%1.9%———

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

421.0%

muy exigente

EPS terminal req.

$55.15

Spread vs growth

-437.1%

5Y implied EPS CAGR

179.7%

muy exigente

EPS terminal req.

$66.73

Spread vs growth

-195.8%

10Y implied EPS CAGR

75.4%

muy exigente

EPS terminal req.

$107.47

Spread vs growth

-91.5%

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 -14.0%

Total return

-14.0%

Start / end P/E

1574.2x → 1576.9x

EPS bridge

0.47 → 0.39

Residual

-0.0%

EPS growth-16.1%
Multiple rerating+0.2%
Dividend+1.9%
Residual / FX / buybacks / cross-term-0.0%

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.