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v0.1
LMN.SW$13.10-4.38%
Fair $13.10+0.0%

LMN.SW

lastminute.com N.V.

Consumer Cyclical / Travel ServicesSwiss

$13.10

-0.60 (-4.38%)

Fairly Valued+0.0%Fair Value $13.10Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $704000.00 · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

53/100

C

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: 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 · LMN.SWLocal privado en este navegador · lastminute.com N.V.
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

$139M

P/E

13.0x

↓

EV/EBITDA

1.8x

↓

ROE

20.3%

↑

Gross Margin

40.0%

↑

Debt/Equity

0.07

↓
52-Week Range$13
$11$17

TradingView lightweight chart

LMN.SW price, volumen y niveles de valoración

Último $13.10Periodo -70.6%
Fair value: $13.10

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

+7.1%

FCF CAGR

-13.3%

FCF margin

9.8%

FCF / Net income

3.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $361.3M · net income $11.5M · FCF $35.4M

2022-FY → 2025-FY

Gross margin

40.0%— pts

Operating margin

13.2%+6.8% pts

Net margin

3.2%+8.3% pts

FCF margin

9.8%-8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$361.3M$361.3M$312.5M$317.1M$294.4M
Net Income$11.5M$11.5M$15.7M$7.0M$-15.2M
EBITDA$41.2M$41.2M$42.6M$31.0M$2.9M
EPS1.091.091.470.65-1.37
Gross Margin40.0%40.0%41.9%39.8%—
Operating Margin13.2%13.2%15.8%13.8%6.4%
Net Margin3.2%3.2%5.0%2.2%-5.2%
Balance Sheet
Debt/Equity0.070.070.110.213.08
Current Ratio0.710.71———
Cash Flow
Free Cash Flow$35.4M$35.4M$704000.00$-39.0M$54.3M
Returns
ROE20.3%20.3%30.9%16.3%-133.2%
Valuation
P/E12.9712.9711.3635.85—
EV/EBITDA1.791.792.785.0951.35
P/B2.452.453.515.8220.34
Growth & Yield
Revenue Growth15.6%15.6%-1.5%7.7%—
EPS Growth-25.9%-25.9%126.2%147.4%—
Dividend Yield2.8%2.8%———

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

2.2%

fácil

EPS terminal req.

$1.16

Spread vs growth

-28.0%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$1.41

Spread vs growth

-31.1%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$2.27

Spread vs growth

-33.4%

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 -12.7%

Total return

-12.7%

Start / end P/E

10.5x → 12.0x

EPS bridge

1.47 → 1.09

Residual

-3.6%

EPS growth-25.9%
Multiple rerating+14.0%
Dividend+2.8%
Residual / FX / buybacks / cross-term-3.6%

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.