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LTHM.L$1000.00+0.00%
Fair $1000.00+0.0%

LTHM.L

James Latham plc

Basic Materials / Lumber & Wood ProductionLSE

$1000.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1000.00Fund rank 33/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
Margin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $18.0M · quality 67.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

38/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · LTHM.LLocal privado en este navegador · James Latham plc
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

$202M

P/E

11.4x

↓

EV/EBITDA

668.2x

↑

ROE

8.2%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.05

↓
52-Week Range$1000
$916$1220

TradingView lightweight chart

LTHM.L price, volumen y niveles de valoración

Último $1,000Periodo +1447.4%
Fair value: $1,000

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

-1.6%

FCF CAGR

-39.9%

FCF margin

1.0%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $366.6M · net income $18.1M · FCF $3.6M

2022-FY → 2025-FY

Gross margin

16.8%-7.0% pts

Operating margin

5.5%-9.6% pts

Net margin

4.9%-6.9% pts

FCF margin

1.0%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$366.6M$366.6M$366.5M$408.4M$385.4M
Net Income$18.1M$18.1M$22.7M$35.9M$45.6M
EBITDA$30.1M$30.1M$34.7M$48.9M$62.3M
EPS0.900.901.131.792.28
Gross Margin16.8%16.8%16.9%19.6%23.8%
Operating Margin5.5%5.5%7.1%10.7%15.1%
Net Margin4.9%4.9%6.2%8.8%11.8%
Balance Sheet
Debt/Equity0.050.050.040.030.03
Current Ratio5.005.00———
Cash Flow
Free Cash Flow$3.6M$3.6M$18.0M$31.6M$16.3M
Returns
ROE8.2%8.2%10.4%18.2%27.8%
Valuation
P/E11.3611.36999.11661.27532.19
EV/EBITDA668.19668.19650.94484.55389.60
P/B91.5091.50103.57120.36148.12
Growth & Yield
Revenue Growth0.0%0.0%-10.2%6.0%—
EPS Growth-20.2%-20.2%-37.2%-21.5%—
Dividend Yield3.5%3.5%———

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

362.1%

muy exigente

EPS terminal req.

$88.73

Spread vs growth

-382.3%

5Y implied EPS CAGR

160.3%

muy exigente

EPS terminal req.

$107.37

Spread vs growth

-180.4%

10Y implied EPS CAGR

69.2%

muy exigente

EPS terminal req.

$172.92

Spread vs growth

-89.4%

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 -7.2%

Total return

-7.2%

Start / end P/E

994.7x → 1112.3x

EPS bridge

1.13 → 0.90

Residual

-2.4%

EPS growth-20.2%
Multiple rerating+11.8%
Dividend+3.5%
Residual / FX / buybacks / cross-term-2.4%

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.