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MARCLOIRE.BO$42.55-9.99%
Fair $42.55+0.0%

MARCLOIRE.BO

Marc Loire Fashions Limited

Consumer Cyclical / Footwear & AccessoriesBSE

$42.55

-4.72 (-9.99%)

Fairly Valued+0.0%Fair Value $42.55Fund rank 26/100 · Data gapFallback financials|
SA 56/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $5.8M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

56/100

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: 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 · MARCLOIRE.BOLocal privado en este navegador · Marc Loire Fashions Limited
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

$302M

P/E

8.4x

↓

EV/EBITDA

4.4x

↓

ROE

43.8%

↑

Gross Margin

52.9%

↑

Debt/Equity

0.00

↓
52-Week Range$43
$34$83

TradingView lightweight chart

MARCLOIRE.BO price, volumen y niveles de valoración

Último $42.55Periodo -44.0%
Fair value: $42.55

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

+17.5%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $422.6M · net income $47.1M · FCF $6.1M

2022-FY → 2025-FY

Gross margin

52.9%+12.8% pts

Operating margin

15.3%+14.2% pts

Net margin

11.1%+10.4% pts

FCF margin

1.4%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$422.6M$422.6M$402.0M$374.2M$260.2M
Net Income$47.1M$47.1M$40.8M$6.6M$1.9M
EBITDA$66.8M$66.8M$57.1M$9.0M$2.9M
EPS6.636.635.740.920.27
Gross Margin52.9%52.9%48.3%48.0%40.1%
Operating Margin15.3%15.3%13.8%2.4%1.1%
Net Margin11.1%11.1%10.1%1.8%0.7%
Balance Sheet
Debt/Equity0.000.000.24—1.85
Current Ratio3.833.83———
Cash Flow
Free Cash Flow$6.1M$6.1M$-4.7M$5.8M$-4.0M
Returns
ROE43.8%43.8%67.4%33.3%59.6%
Valuation
P/E8.398.39———
EV/EBITDA4.434.43———
P/B2.812.81———
Growth & Yield
Revenue Growth5.1%5.1%7.4%43.8%—
EPS Growth15.4%15.4%521.2%237.3%—

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

-17.1%

fácil

EPS terminal req.

$3.78

Spread vs growth

32.5%

5Y implied EPS CAGR

-7.2%

fácil

EPS terminal req.

$4.57

Spread vs growth

22.6%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$7.36

Spread vs growth

14.4%

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 · available periodreconcilia total -44.0%

Total return

-44.0%

Start / end P/E

13.2x → 6.4x

EPS bridge

5.74 → 6.63

Residual

-7.9%

EPS growth+15.4%
Multiple rerating-51.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.9%

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.