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MCLOUD.NS$25.79-0.37%
Fair $25.79+0.0%

MCLOUD.NS

Magellanic Cloud Limited

Technology / Information Technology ServicesNSE

$25.79

-0.10 (-0.37%)

Fairly Valued+0.0%Fair Value $25.79Fund rank 28/100 · Data gapFallback financials|
SA 52/C
F-Score: 3/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $274.2M · quality 45.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

52/100

C

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: 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 · MCLOUD.NSLocal privado en este navegador · Magellanic Cloud 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

$15.2B

P/E

14.7x

↓

EV/EBITDA

7.9x

↓

ROE

16.6%

↑

Gross Margin

42.4%

↑

Debt/Equity

0.43

↑
52-Week Range$26
$19$105

TradingView lightweight chart

MCLOUD.NS price, volumen y niveles de valoración

Último $26.75Periodo -64.8%
Fair value: $25.79

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+17.7%

FCF CAGR

-19.0%

FCF margin

3.9%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.98B · net income $1.14B · FCF $274.2M

2023-FY → 2026-FY

Gross margin

42.4%-5.0% pts

Operating margin

23.7%+2.8% pts

Net margin

16.4%-0.9% pts

FCF margin

3.9%-8.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.98B$6.98B$5.97B$5.60B$4.27B
Net Income$1.14B$1.14B$1.03B$1.03B$738.8M
EBITDA$2.23B$2.23B$2.10B$2.01B$1.27B
EPS——1.951.761.32
Gross Margin42.4%42.4%47.1%48.1%47.4%
Operating Margin23.7%23.7%27.3%26.4%20.8%
Net Margin16.4%16.4%17.2%18.3%17.3%
Balance Sheet
Debt/Equity0.430.430.500.690.73
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$274.2M$274.2M$838.7M$-448.7M$515.1M
Returns
ROE16.6%16.6%19.8%25.3%24.9%
Valuation
P/E14.6514.6530.56——
EV/EBITDA7.957.9515.96——
P/B2.212.216.06——
Growth & Yield
Revenue Growth16.9%16.9%6.6%31.1%—
EPS Growth——10.8%32.9%—
Dividend Yield0.1%0.1%———

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 -65.9%

Total return

-65.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.95 → n/d

Residual

-66.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term-66.0%

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.