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MACF.L$66.10+0.15%
Fair $66.10+0.0%

MACF.L

Macfarlane Group PLC

Consumer Cyclical / Packaging & ContainersLSE

$66.10

+0.10 (+0.15%)

Fairly Valued+0.0%Fair Value $66.10Fund rank 34/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9

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 $22.5M · quality 70.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

35/100

D

Piotroski

3/9

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 · MACF.LLocal privado en este navegador · Macfarlane Group 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

$103M

P/E

16.5x

↓

EV/EBITDA

339.6x

↑

ROE

5.2%

↑

Gross Margin

37.3%

↑

Debt/Equity

0.74

↑
52-Week Range$66
$60$122

TradingView lightweight chart

MACF.L price, volumen y niveles de valoración

Último $66.10Periodo -14.2%
Fair value: $66.10

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

+1.2%

FCF CAGR

+11.0%

FCF margin

6.7%

FCF / Net income

3.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $300.8M · net income $6.3M · FCF $20.1M

2022-FY → 2025-FY

Gross margin

37.3%+3.5% pts

Operating margin

4.2%-3.2% pts

Net margin

2.1%-3.3% pts

FCF margin

6.7%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$300.8M$300.8M$270.4M$280.7M$290.4M
Net Income$6.3M$6.3M$15.5M$15.0M$15.6M
EBITDA$31.1M$31.1M$39.4M$36.2M$34.3M
EPS0.040.040.100.090.10
Gross Margin37.3%37.3%39.0%37.6%33.8%
Operating Margin4.2%4.2%8.7%7.9%7.4%
Net Margin2.1%2.1%5.7%5.3%5.4%
Balance Sheet
Debt/Equity0.740.740.470.380.41
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$20.1M$20.1M$22.5M$31.3M$14.7M
Returns
ROE5.2%5.2%12.6%13.1%14.7%
Valuation
P/E16.5316.531119.101290.151053.17
EV/EBITDA339.65339.65442.43534.89481.20
P/B86.9686.96141.05168.62155.27
Growth & Yield
Revenue Growth11.2%11.2%-3.7%-3.3%—
EPS Growth-59.1%-59.1%4.3%-4.5%—
Dividend Yield5.5%5.5%———

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

428.2%

muy exigente

EPS terminal req.

$5.87

Spread vs growth

-487.3%

5Y implied EPS CAGR

182.0%

muy exigente

EPS terminal req.

$7.10

Spread vs growth

-241.1%

10Y implied EPS CAGR

76.1%

muy exigente

EPS terminal req.

$11.43

Spread vs growth

-135.3%

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 -38.0%

Total return

-38.0%

Start / end P/E

1201.2x → 1660.8x

EPS bridge

0.10 → 0.04

Residual

-22.6%

EPS growth-59.1%
Multiple rerating+38.3%
Dividend+5.5%
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.