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v0.1
MASI.MI$4.84+2.10%
Fair $4.84+0.0%

MASI.MI

Masi Agricola S.p.A.

Consumer Defensive / Beverages - Wineries & DistilleriesMilan

$4.84

+0.10 (+2.10%)

Fairly Valued+0.0%Fair Value $4.84Fund rank 23/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-3.5M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

36/100

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: 1unknown: 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. ROE is -1.2%, below the 5% threshold
Thesis & Journal · MASI.MILocal privado en este navegador · Masi Agricola S.p.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

$156M

P/E

N/A

•

EV/EBITDA

31.0x

↑

ROE

-1.2%

↓

Gross Margin

63.2%

↑

Debt/Equity

0.43

↑
52-Week Range$5
$4$5

TradingView lightweight chart

MASI.MI price, volumen y niveles de valoración

Último $4.860Periodo +8.5%
Fair value: $4.840

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

-4.8%

FCF CAGR

—

FCF margin

4.2%

FCF / Net income

-1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.4M · net income $-1.6M · FCF $2.7M

2022-FY → 2025-FY

Gross margin

63.2%+6.0% pts

Operating margin

2.1%-4.8% pts

Net margin

-2.5%-8.4% pts

FCF margin

4.2%+7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.4M$64.4M$66.8M$66.4M$74.7M
Net Income$-1.6M$-1.6M$-1.2M$610591.00$4.4M
EBITDA$6.2M$6.2M$6.8M$7.3M$12.2M
EPS-0.04-0.04-0.030.020.14
Gross Margin63.2%63.2%60.1%60.3%57.2%
Operating Margin2.1%2.1%1.7%3.4%6.9%
Net Margin-2.5%-2.5%-1.8%0.9%5.9%
Balance Sheet
Debt/Equity0.430.430.400.410.40
Current Ratio2.472.47———
Cash Flow
Free Cash Flow$2.7M$2.7M$-11.8M$-3.5M$-2.3M
Returns
ROE-1.2%-1.2%-0.9%0.5%3.3%
Valuation
P/E———236.9332.07
EV/EBITDA31.0031.0027.2225.3613.91
P/B1.211.211.121.181.07
Growth & Yield
Revenue Growth-3.7%-3.7%0.6%-11.1%—
EPS Growth-33.7%-33.7%-264.6%-85.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +18.5%

Total return

+18.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → -0.04

Residual

+18.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+18.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.