StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
LEW.JO$8950.00+0.11%
Fair $8950.00+0.0%

LEW.JO

Lewis Group Limited

Consumer Cyclical / Specialty RetailJohannesburg

$8950.00

+10.00 (+0.11%)

Fairly Valued+0.0%Fair Value $8950.00Fund rank 36/100 · Data gapFallback financials|
SA 58/C
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $432.4M · quality 77.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

58/100

C

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 · LEW.JOLocal privado en este navegador · Lewis Group Limited
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

$4.7B

P/E

5.6x

↓

EV/EBITDA

272.8x

↑

ROE

15.6%

↑

Gross Margin

60.0%

↑

Debt/Equity

0.43

↓
52-Week Range$8950
$7012$9999

TradingView lightweight chart

LEW.JO price, volumen y niveles de valoración

Último $8,810Periodo +187.0%
Fair value: $8,950

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+11.4%

FCF CAGR

+6.5%

FCF margin

4.4%

FCF / Net income

0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.32B · net income $853.8M · FCF $452.5M

2023-FY → 2026-FY

Gross margin

60.0%+4.5% pts

Operating margin

26.0%+6.8% pts

Net margin

8.3%+2.8% pts

FCF margin

4.4%-0.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.32B$10.32B$9.29B$8.18B$7.46B
Net Income$853.8M$853.8M$754.9M$436.4M$411.0M
EBITDA$1.77B$1.77B$1.59B$1.12B$1.03B
EPS15.8715.8714.037.816.72
Gross Margin60.0%60.0%59.9%58.8%55.6%
Operating Margin26.0%26.0%25.4%24.2%19.2%
Net Margin8.3%8.3%8.1%5.3%5.5%
Balance Sheet
Debt/Equity0.430.430.400.360.28
Current Ratio4.924.92———
Cash Flow
Free Cash Flow$452.5M$452.5M$432.4M$334.1M$374.6M
Returns
ROE15.6%15.6%14.9%9.3%8.8%
Valuation
P/E5.645.64459.70555.56609.67
EV/EBITDA272.80272.80219.71217.77243.86
P/B87.7787.7768.3451.5553.39
Growth & Yield
Revenue Growth11.1%11.1%13.5%9.8%—
EPS Growth13.1%13.1%79.6%16.2%—
Dividend Yield10.2%10.2%———

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

268.5%

muy exigente

EPS terminal req.

$794.16

Spread vs growth

-255.4%

5Y implied EPS CAGR

127.2%

muy exigente

EPS terminal req.

$960.94

Spread vs growth

-114.1%

10Y implied EPS CAGR

58.1%

muy exigente

EPS terminal req.

$1547.60

Spread vs growth

-45.0%

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 +16.3%

Total return

+16.3%

Start / end P/E

591.5x → 555.1x

EPS bridge

14.03 → 15.87

Residual

-0.8%

EPS growth+13.1%
Multiple rerating-6.2%
Dividend+10.2%
Residual / FX / buybacks / cross-term-0.8%

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.