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v0.1
LSPN.F$103000.00-0.48%
Fair $103000.00+0.0%

LSPN.F

LSPN.F

Consumer Defensive / ConfectionersFrankfurt

$103000.00

-500.00 (-0.48%)

Fairly Valued+0.0%Fair Value $103000.00Fund rank 34/100 · Data gapFallback financials|
SA 39/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $476.8M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

39/100

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: 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 · LSPN.FLocal privado en este navegador · LSPN.F
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

$110.7B

P/E

29.9x

↑

EV/EBITDA

19.6x

↑

ROE

14.7%

↑

Gross Margin

62.6%

↑

Debt/Equity

0.36

↓
52-Week Range$103000
$102000$143000

TradingView lightweight chart

LSPN.F price, volumen y niveles de valoración

Último $103,000Periodo +421.5%
Fair value: $103,000

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

+6.0%

FCF CAGR

-28.8%

FCF margin

3.2%

FCF / Net income

0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.92B · net income $727.2M · FCF $189.9M

2022-FY → 2025-FY

Gross margin

62.6%-3.7% pts

Operating margin

16.4%+1.4% pts

Net margin

12.3%+0.8% pts

FCF margin

3.2%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.92B$5.92B$5.47B$5.20B$4.97B
Net Income$727.2M$727.2M$672.3M$671.4M$569.7M
EBITDA$1.28B$1.28B$1.19B$1.10B$1.02B
EPS3136.803136.802917.002859.102387.10
Gross Margin62.6%62.6%65.2%67.2%66.2%
Operating Margin16.4%16.4%16.2%15.6%15.0%
Net Margin12.3%12.3%12.3%12.9%11.5%
Balance Sheet
Debt/Equity0.360.360.340.330.33
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$189.9M$189.9M$868.0M$476.8M$526.1M
Returns
ROE14.7%14.7%13.9%15.8%12.9%
Valuation
P/E29.8829.88—24.8329.74
EV/EBITDA19.6319.63—15.9917.10
P/B4.824.82—3.923.85
Growth & Yield
Revenue Growth8.2%8.2%5.1%4.6%—
EPS Growth7.5%7.5%2.0%19.8%—
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

42.8%

muy exigente

EPS terminal req.

$9139.53

Spread vs growth

-35.3%

5Y implied EPS CAGR

28.7%

muy exigente

EPS terminal req.

$11058.84

Spread vs growth

-21.1%

10Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$17810.36

Spread vs growth

-11.4%

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 -22.9%

Total return

-22.9%

Start / end P/E

47.0x → 32.8x

EPS bridge

2917.00 → 3136.80

Residual

-2.3%

EPS growth+7.5%
Multiple rerating-30.1%
Dividend+1.9%
Residual / FX / buybacks / cross-term-2.3%

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.