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KMER.MI$1.37-2.84%
Fair $1.37+0.0%

KMER.MI

KME Group S.p.A.

Basic Materials / CopperMilan

$1.37

-0.04 (-2.84%)

Fairly Valued+0.0%Fair Value $1.37Fund rank 20/100 · Data gapFallback financials|
SA 11/F
F-Score: 3/9
High DebtLow 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 33% · confianza 16%

FCF escenarios

weak_data · normalized FCF $56.7M · quality 25.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

11/100

F

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Debt-to-Equity ratio is 5.33, above the 2.0 threshold ROE is -85.6%, below the 5% threshold
Thesis & Journal · KMER.MILocal privado en este navegador · KME Group 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

$390M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-85.6%

↓

Gross Margin

22.5%

↑

Debt/Equity

5.33

↑
52-Week Range$1
$1$1

TradingView lightweight chart

KMER.MI price, volumen y niveles de valoración

Último $1.370Periodo +25.0%
Fair value: $1.370

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

+9.6%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.93B · net income $-102.6M · FCF $-8.9M

2022-FY → 2025-FY

Gross margin

22.5%-1.3% pts

Operating margin

-5.9%-5.2% pts

Net margin

-5.3%-7.7% pts

FCF margin

-0.5%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.93B$1.93B$1.54B$1.88B$1.46B
Net Income$-102.6M$-102.6M$-64.9M$-40.3M$35.5M
EBITDA$-13.0M$-13.0M$41.2M$57.6M$84.9M
EPS-443.81-443.81-292.22-0.130.06
Gross Margin22.5%22.5%28.2%28.9%23.8%
Operating Margin-5.9%-5.9%-2.7%0.5%-0.7%
Net Margin-5.3%-5.3%-4.2%-2.1%2.4%
Balance Sheet
Debt/Equity5.335.332.821.570.74
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$-8.9M$-8.9M$96.0M$56.7M$85.5M
Returns
ROE-85.6%-85.6%-29.9%-13.6%6.6%
Valuation
P/E————14.28
EV/EBITDA——10.4812.296.12
P/B0.000.000.001.210.47
Growth & Yield
Revenue Growth25.2%25.2%-18.1%28.4%—
EPS Growth-51.9%-51.9%-230800.5%-326.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +3.0%

Total return

+3.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-292.22 → -443.81

Residual

+3.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.