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v0.1
MBI$5.62-1.23%
Fair $5.62+0.0%

MBI

MBIA Inc.

Financial Services / Insurance - SpecialtyNYSE

$5.62

-0.07 (-1.23%)

Fairly Valued+0.0%Fair Value $5.62Fund rank 27/100 · Data gapFallback financials|
SA 29/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 92.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

29/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · MBILocal privado en este navegador · MBIA Inc.
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

$286M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

7.9%

↑

Gross Margin

N/A

•

Debt/Equity

-1.50

↓
52-Week Range$6
$4$8

TradingView lightweight chart

MBI price, volumen y niveles de valoración

Último $5.620Periodo -83.7%
Fair value: $5.620

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

47.5%

FCF / Net income

-0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $80.0M · net income $-177.0M · FCF $38.0M

2008-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

-221.3%-533.3% pts

FCF margin

47.5%+28.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$80.0M$80.0M$42.0M$7.0M$154.0M$189.0M$282.0M$280.0M$162.0M$433.0M$294.0M$853.0M$1.27B$1.21B$2.44B$-1.56B$894.0M$2.95B$-856.6M
Net Income$-177.0M$-177.0M$-447.0M$-491.0M$-203.0M$-445.0M$-578.0M$-359.0M$-296.0M$-1.60B$-338.0M$180.0M$569.0M$250.0M$1.23B$-1.32B$53.0M$634.0M$-2.67B
EPS-3.58-3.58-9.43-10.18-4.08-8.99-9.78-4.43-3.33-13.50-2.541.062.761.296.33-6.850.262.99-12.11
Net Margin-221.3%-221.3%-1064.3%-7014.3%-131.8%-235.4%-205.0%-128.2%-182.7%-370.7%-115.0%21.1%44.8%20.7%50.7%84.7%5.9%21.5%312.0%
Balance Sheet
Debt/Equity-1.50-1.50-1.54-1.91-3.52——2.702.01—0.620.510.460.520.55————
Current Ratio3.723.72—————————————————
Cash Flow
Free Cash Flow$38.0M$38.0M$-176.0M$-195.0M$-418.0M$510.0M$-390.0M$-368.0M$-320.0M$-653.0M————$-1.03B$-2.63B$-951.0M$-2.20B$-167.0M
Returns
ROE7.9%7.9%21.4%29.6%23.0%142.2%-425.0%-43.5%-26.5%—-10.5%4.8%14.5%7.6%38.9%-77.6%1.9%24.5%-268.8%
Growth & Yield
Revenue Growth90.5%90.5%500.0%-95.5%—-33.0%0.7%72.8%-62.6%47.3%-65.5%-32.8%5.0%-50.3%256.4%-274.2%-69.7%444.9%—
EPS Growth62.0%62.0%7.4%-149.8%—8.1%-120.8%-33.0%75.3%-431.5%-339.6%-61.6%114.0%-79.6%192.4%-2734.6%-91.3%124.7%—

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 +27.2%

Total return

+27.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-9.43 → -3.58

Residual

+27.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+27.2%

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.