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v0.1
LUMEN.ST$66.40-1.19%
Fair $66.40+0.0%

LUMEN.ST

LumenRadio AB (publ)

Technology / Communication EquipmentStockholm

$66.40

-0.80 (-1.19%)

Fairly Valued+0.0%Fair Value $66.40Fund rank 34/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $36.1M · quality 68.7/100

Data gap 34/100
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

52/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · LUMEN.STLocal privado en este navegador · LumenRadio AB (publ)
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

$835M

P/E

37.7x

↑

EV/EBITDA

18.8x

↑

ROE

7.4%

↑

Gross Margin

65.2%

↑

Debt/Equity

0.02

↓
52-Week Range$66
$47$72

TradingView lightweight chart

LUMEN.ST price, volumen y niveles de valoración

Último $66.40Periodo +18.7%
Fair value: $66.40

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

+6.7%

FCF CAGR

-65.2%

FCF margin

0.5%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $242.9M · net income $19.1M · FCF $1.3M

2022-FY → 2025-FY

Gross margin

65.2%+4.5% pts

Operating margin

10.0%-10.1% pts

Net margin

7.9%-9.1% pts

FCF margin

0.5%-14.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$242.9M$242.9M$244.6M$252.5M$199.7M
Net Income$19.1M$19.1M$28.2M$47.3M$33.9M
EBITDA$39.5M$39.5M$43.7M$72.2M$47.6M
EPS1.361.362.183.692.96
Gross Margin65.2%65.2%61.3%64.4%60.7%
Operating Margin10.0%10.0%11.7%23.6%20.1%
Net Margin7.9%7.9%11.5%18.7%17.0%
Balance Sheet
Debt/Equity0.020.020.030.050.11
Current Ratio5.685.68———
Cash Flow
Free Cash Flow$1.3M$1.3M$36.1M$62.9M$30.6M
Returns
ROE7.4%7.4%11.8%22.5%24.7%
Valuation
P/E37.7337.7345.0936.2122.46
EV/EBITDA18.8518.8526.0922.2814.50
P/B3.303.305.238.015.55
Growth & Yield
Revenue Growth-0.7%-0.7%-3.1%26.4%—
EPS Growth-37.6%-37.6%-40.9%24.8%—

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

63.0%

muy exigente

EPS terminal req.

$5.89

Spread vs growth

-100.6%

5Y implied EPS CAGR

39.3%

muy exigente

EPS terminal req.

$7.13

Spread vs growth

-76.9%

10Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$11.48

Spread vs growth

-61.4%

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 -0.2%

Total return

-0.2%

Start / end P/E

30.5x → 48.8x

EPS bridge

2.18 → 1.36

Residual

-22.6%

EPS growth-37.6%
Multiple rerating+60.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-22.6%

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.