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MBUU$28.01+2.00%
Fair $28.01+0.0%

MBUU

Malibu Boats, Inc.

Consumer Cyclical / Recreational VehiclesNasdaqGM

$28.01

+0.55 (+2.00%)

Fairly Valued+0.0%Fair Value $28.01Fund rank 32/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
Declining RevenueMargin CompressionLow 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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $28.6M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

43/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 14Warnings: 3unknown: 14
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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.9%, below the 5% threshold
Thesis & Journal · MBUULocal privado en este navegador · Malibu Boats, 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

$550M

P/E

36.9x

↑

EV/EBITDA

8.8x

↓

ROE

2.9%

↓

Gross Margin

17.8%

↓

Debt/Equity

0.04

↓
52-Week Range$28
$24$40

TradingView lightweight chart

MBUU price, volumen y niveles de valoración

Último $28.01Periodo +57.8%
Fair value: $28.01

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2012–2025 · 13 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

+6.3%

FCF margin

3.5%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $807.6M · net income $14.9M · FCF $28.6M

2012-FY → 2025-FY

Gross margin

17.8%— pts

Operating margin

2.7%— pts

Net margin

1.8%— pts

FCF margin

3.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Income Statement
Revenue$807.6M$807.6M$829.0M$1.39B$1.21B$926.5M$653.2M$684.0M$497.0M$281.9M$253.0M————
Net Income$14.9M$14.9M$-55.9M$104.5M$157.6M$109.8M$61.6M$66.1M$27.6M$28.4M$18.0M$14.7M$-4.7M$0.00$0.00
EBITDA$60.7M$60.7M$-23.0M$173.2M$239.2M$172.7M$103.7M$114.1M$82.9M$46.2M$41.4M$36.0M$6.3M——
EPS0.760.76-2.745.067.515.232.953.151.361.581.000.93-0.420.00—
Gross Margin17.8%17.8%17.7%25.3%25.5%25.5%22.9%24.3%24.2%26.6%26.4%————
Operating Margin2.7%2.7%5.0%10.4%17.6%16.2%13.1%14.3%14.1%14.0%14.2%————
Net Margin1.8%1.8%-6.7%7.5%13.0%11.9%9.4%9.7%5.6%10.1%7.1%————
Balance Sheet
Debt/Equity0.040.040.000.000.240.370.330.560.811.134.11-27.110.001.01—
Current Ratio1.311.31—————————————
Cash Flow
Free Cash Flow$28.6M$28.6M$-20.4M$129.9M$109.8M$100.6M$52.9M$63.6M$48.0M$26.6M$29.4M$7.2M$17.9M$23.0M$12.8M
Returns
ROE2.9%2.9%-10.5%17.2%31.3%29.4%24.2%32.3%20.6%60.0%117.5%-561.1%-24.3%0.0%—
Valuation
P/E36.8636.86—11.067.06——————————
EV/EBITDA8.818.81—6.234.81——————————
P/B1.071.071.261.902.21——————————
Growth & Yield
Revenue Growth-2.6%-2.6%-40.3%14.3%—41.9%-4.5%37.6%76.3%11.5%—————
EPS Growth127.7%127.7%-154.2%-32.6%—77.3%-6.3%131.6%-13.9%58.0%7.5%321.4%———

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

48.4%

muy exigente

EPS terminal req.

$2.49

Spread vs growth

79.3%

5Y implied EPS CAGR

31.7%

muy exigente

EPS terminal req.

$3.01

Spread vs growth

96.1%

10Y implied EPS CAGR

20.3%

exigente

EPS terminal req.

$4.84

Spread vs growth

107.4%

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 · 1Y approxreconcilia total -7.1%

Total return

-7.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.74 → 0.76

Residual

-7.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.1%

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.