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MAN.VI$102.00+2.00%
Fair $102.00+0.0%

MAN.VI

Josef Manner & Comp. AG

Consumer Defensive / ConfectionersVienna

$102.00

+2.00 (+2.00%)

Fairly Valued+0.0%Fair Value $102.00Fund rank 30/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $10.5M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

39/100

D

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: 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 · MAN.VILocal privado en este navegador · Josef Manner & Comp. AG
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

$193M

P/E

38.5x

↑

EV/EBITDA

8.6x

↓

ROE

6.5%

↓

Gross Margin

42.9%

↑

Debt/Equity

0.41

↑
52-Week Range$102
$100$115

TradingView lightweight chart

MAN.VI price, volumen y niveles de valoración

Último $102.00Periodo +270.9%
Fair value: $102.00

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

+8.3%

FCF CAGR

—

FCF margin

3.5%

FCF / Net income

2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $304.3M · net income $5.0M · FCF $10.5M

2022-FY → 2025-FY

Gross margin

42.9%+0.2% pts

Operating margin

5.6%+3.1% pts

Net margin

1.6%+0.1% pts

FCF margin

3.5%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$304.3M$304.3M$288.4M$270.8M$239.3M
Net Income$5.0M$5.0M$14.4M$5.0M$3.8M
EBITDA$24.9M$24.9M$31.1M$19.3M$15.4M
EPS2.652.657.632.661.99
Gross Margin42.9%42.9%46.0%42.9%42.7%
Operating Margin5.6%5.6%7.3%4.6%2.5%
Net Margin1.6%1.6%5.0%1.9%1.6%
Balance Sheet
Debt/Equity0.410.410.440.891.16
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$10.5M$10.5M$35.8M$7.1M$-5.2M
Returns
ROE6.5%6.5%18.9%7.8%5.9%
Valuation
P/E38.4938.4914.0241.7352.76
EV/EBITDA8.578.577.3013.6716.43
P/B2.492.492.653.233.13
Growth & Yield
Revenue Growth5.5%5.5%6.5%13.2%—
EPS Growth-65.3%-65.3%186.8%33.7%—
Dividend Yield2.0%2.0%———

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

50.6%

muy exigente

EPS terminal req.

$9.05

Spread vs growth

-115.9%

5Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$10.95

Spread vs growth

-98.1%

10Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$17.64

Spread vs growth

-86.1%

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 -8.6%

Total return

-8.6%

Start / end P/E

14.9x → 38.5x

EPS bridge

7.63 → 2.65

Residual

-102.9%

EPS growth-65.3%
Multiple rerating+157.6%
Dividend+2.0%
Residual / FX / buybacks / cross-term-102.9%

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.