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MCLL.TA$1374.00+2.53%
Fair $1374.00+0.0%

MCLL.TA

Michlol Finance Ltd

Financial Services / Credit ServicesTel Aviv

$1374.00

+34.00 (+2.53%)

Fairly Valued+0.0%Fair Value $1374.00Fund rank 16/100 · Data gapFallback financials|
SA 35/D
F-Score: 1/9
High Debt

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 58.0/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

35/100

D

Piotroski

1/9

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 4.71, above the 2.0 threshold
Thesis & Journal · MCLL.TALocal privado en este navegador · Michlol Finance Ltd
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

$676M

P/E

12.2x

↓

EV/EBITDA

N/A

•

ROE

12.4%

↑

Gross Margin

N/A

•

Debt/Equity

4.71

↑
52-Week Range$1374
$1026$1695

TradingView lightweight chart

MCLL.TA price, volumen y niveles de valoración

Último $1,378Periodo +40.4%
Fair value: $1,374

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

+16.1%

FCF CAGR

—

FCF margin

-102.5%

FCF / Net income

-2.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $107.5M · net income $50.3M · FCF $-110.1M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

46.8%+8.3% pts

FCF margin

-102.5%+111.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$107.5M$107.5M$106.4M$92.2M$68.7M
Net Income$50.3M$50.3M$50.9M$41.0M$26.4M
EPS——1.170.970.65
Net Margin46.8%46.8%47.9%44.5%38.5%
Balance Sheet
Debt/Equity4.714.714.084.514.23
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$-110.1M$-110.1M$-187.9M$64.3M$-146.6M
Returns
ROE12.4%12.4%16.7%15.9%13.3%
Valuation
P/E12.1612.16889.08597.311073.22
P/B161.60161.60148.0894.82142.56
Growth & Yield
Revenue Growth1.1%1.1%15.4%34.3%—
EPS Growth——21.2%49.7%—
Dividend Yield1.6%1.6%———

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 +33.7%

Total return

+33.7%

Start / end P/E

n/dx → n/dx

EPS bridge

1.17 → n/d

Residual

+32.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+32.1%

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.