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JEN.BR$78.40-0.25%
Fair $78.40+0.0%

JEN.BR

Jensen-Group NV

Industrials / Specialty Industrial MachineryBrussels

$78.40

-0.20 (-0.25%)

Fairly Valued+0.0%Fair Value $78.40Fund rank 29/100 · Data gapFallback financials|
SA 80/A
F-Score: 8/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $18.9M · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

80/100

A

Piotroski

8/9

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 · JEN.BRLocal privado en este navegador · Jensen-Group NV
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

$719M

P/E

12.5x

↓

EV/EBITDA

8.9x

↓

ROE

19.3%

↑

Gross Margin

42.9%

↑

Debt/Equity

0.22

↓
52-Week Range$78
$52$81

TradingView lightweight chart

JEN.BR price, volumen y niveles de valoración

Último $80.00Periodo +97.5%
Fair value: $78.40

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

+16.5%

FCF CAGR

—

FCF margin

10.2%

FCF / Net income

0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $540.8M · net income $58.7M · FCF $55.1M

2022-FY → 2025-FY

Gross margin

42.9%+5.7% pts

Operating margin

12.6%+6.5% pts

Net margin

10.9%+6.1% pts

FCF margin

10.2%+17.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$540.8M$540.8M$453.2M$400.1M$341.6M
Net Income$58.7M$58.7M$41.2M$31.0M$16.3M
EBITDA$87.3M$87.3M$63.2M$49.6M$29.9M
EPS6.266.264.313.392.10
Gross Margin42.9%42.9%42.8%41.3%37.2%
Operating Margin12.6%12.6%11.9%10.6%6.0%
Net Margin10.9%10.9%9.1%7.8%4.8%
Balance Sheet
Debt/Equity0.220.220.250.180.33
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$55.1M$55.1M$18.9M$13.5M$-23.7M
Returns
ROE19.3%19.3%14.6%11.9%9.7%
Valuation
P/E12.5012.5010.219.8513.29
EV/EBITDA8.868.867.076.077.94
P/B2.422.421.491.171.29
Growth & Yield
Revenue Growth19.3%19.3%13.3%17.1%—
EPS Growth45.2%45.2%27.1%61.4%—
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

3.6%

fácil

EPS terminal req.

$6.96

Spread vs growth

41.7%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$8.42

Spread vs growth

39.1%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$13.56

Spread vs growth

37.2%

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 +51.7%

Total return

+51.7%

Start / end P/E

12.4x → 12.8x

EPS bridge

4.31 → 6.26

Residual

+1.4%

EPS growth+45.2%
Multiple rerating+3.1%
Dividend+1.9%
Residual / FX / buybacks / cross-term+1.4%

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.