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MAK.WA$21.25+0.00%
Fair $21.25+0.0%

MAK.WA

Makarony Polskie S.A.

Consumer Defensive / Packaged FoodsWarsaw

$21.25

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $21.25Fund rank 35/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $38.2M · quality 71.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

59/100

C

Piotroski

6/9

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 · MAK.WALocal privado en este navegador · Makarony Polskie S.A.
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

$232M

P/E

9.7x

↓

EV/EBITDA

3.4x

↓

ROE

19.4%

↑

Gross Margin

28.7%

↑

Debt/Equity

0.09

↓
52-Week Range$21
$18$25

TradingView lightweight chart

MAK.WA price, volumen y niveles de valoración

Último $21.60Periodo +108.1%
Fair value: $21.25

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

+21.4%

FCF CAGR

+84.4%

FCF margin

12.6%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $303.3M · net income $33.7M · FCF $38.2M

2021-FY → 2024-FY

Gross margin

28.7%+10.4% pts

Operating margin

13.9%+8.9% pts

Net margin

11.1%+7.3% pts

FCF margin

12.6%+9.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$303.3M$303.3M$354.8M$328.9M$169.7M
Net Income$33.7M$33.7M$32.9M$24.5M$6.4M
EBITDA$57.8M$57.8M$58.2M$41.7M$16.4M
EPS3.053.052.982.220.68
Gross Margin28.7%28.7%27.6%22.3%18.4%
Operating Margin13.9%13.9%14.8%10.6%5.0%
Net Margin11.1%11.1%9.3%7.4%3.8%
Balance Sheet
Debt/Equity0.090.090.130.250.41
Current Ratio2.832.83———
Cash Flow
Free Cash Flow$38.2M$38.2M$46.0M$15.0M$6.1M
Returns
ROE19.4%19.4%22.0%19.9%6.3%
Valuation
P/E9.709.706.684.1710.29
EV/EBITDA3.423.423.613.014.91
P/B1.351.351.470.830.64
Growth & Yield
Revenue Growth-14.5%-14.5%7.9%93.9%—
EPS Growth2.3%2.3%34.2%226.5%—
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

-14.8%

fácil

EPS terminal req.

$1.89

Spread vs growth

17.2%

5Y implied EPS CAGR

-5.6%

fácil

EPS terminal req.

$2.28

Spread vs growth

8.0%

10Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$3.67

Spread vs growth

0.5%

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 +13.1%

Total return

+13.1%

Start / end P/E

6.6x → 7.1x

EPS bridge

2.98 → 3.05

Residual

+0.2%

EPS growth+2.3%
Multiple rerating+7.0%
Dividend+3.5%
Residual / FX / buybacks / cross-term+0.2%

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.