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v0.1
MAB1.L$519.00-2.99%
Fair $519.00+0.0%

MAB1.L

Mortgage Advice Bureau (Holdings) plc

Financial Services / Mortgage FinanceLSE

$519.00

-16.00 (-2.99%)

Fairly Valued+0.0%Fair Value $519.00Fund rank 39/100 · Data gapFallback financials|
SA 46/C
F-Score: 8/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 82.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

46/100

C

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · MAB1.LLocal privado en este navegador · Mortgage Advice Bureau (Holdings) 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

$299M

P/E

20.0x

↑

EV/EBITDA

931.2x

↑

ROE

21.6%

↑

Gross Margin

30.7%

↓

Debt/Equity

0.25

↓
52-Week Range$519
$497$926

TradingView lightweight chart

MAB1.L price, volumen y niveles de valoración

Último $519.00Periodo +224.4%
Fair value: $519.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+12.2%

FCF CAGR

+0.4%

FCF margin

10.1%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $266.5M · net income $15.9M · FCF $27.0M

2021-FY → 2024-FY

Gross margin

30.7%+3.7% pts

Operating margin

9.8%-2.2% pts

Net margin

6.0%-4.0% pts

FCF margin

10.1%-4.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$266.5M$266.5M$239.5M$230.8M$188.7M
Net Income$15.9M$15.9M$13.5M$12.2M$18.7M
EBITDA$32.3M$32.3M$26.3M$22.6M$24.7M
EPS0.270.270.230.220.35
Gross Margin30.7%30.7%29.3%27.3%27.0%
Operating Margin9.8%9.8%7.7%10.6%12.1%
Net Margin6.0%6.0%5.6%5.3%9.9%
Balance Sheet
Debt/Equity0.250.250.300.400.07
Current Ratio0.550.55———
Cash Flow
Free Cash Flow$27.0M$27.0M$21.7M$20.5M$26.7M
Returns
ROE21.6%21.6%19.2%18.0%48.3%
Valuation
P/E19.9619.963387.232467.594114.29
EV/EBITDA931.22931.221736.351333.413124.87
P/B408.61408.61651.27443.761988.45
Growth & Yield
Revenue Growth11.3%11.3%3.8%22.3%—
EPS Growth16.6%16.6%8.8%-38.3%—
Dividend Yield4.2%4.2%———

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

451.9%

muy exigente

EPS terminal req.

$46.05

Spread vs growth

-435.3%

5Y implied EPS CAGR

189.5%

muy exigente

EPS terminal req.

$55.72

Spread vs growth

-172.9%

10Y implied EPS CAGR

78.5%

muy exigente

EPS terminal req.

$89.74

Spread vs growth

-61.9%

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 -31.9%

Total return

-31.9%

Start / end P/E

3455.3x → 1894.2x

EPS bridge

0.23 → 0.27

Residual

-7.5%

EPS growth+16.6%
Multiple rerating-45.2%
Dividend+4.2%
Residual / FX / buybacks / cross-term-7.5%

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.