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MCON.L$61.00+0.00%
Fair $61.00+0.0%

MCON.L

Mincon Group plc

Industrials / Tools & AccessoriesLSE

$61.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $61.00Fund rank 34/100 · Data gapFallback financials|
SA 60/B
F-Score: 8/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.3M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

60/100

B

Piotroski

8/9

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 3.7%, below the 5% threshold
Thesis & Journal · MCON.LLocal privado en este navegador · Mincon Group plc
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

$130M

P/E

30.5x

↑

EV/EBITDA

792.9x

↑

ROE

3.7%

↓

Gross Margin

29.9%

↑

Debt/Equity

0.23

↓
52-Week Range$61
$28$63

TradingView lightweight chart

MCON.L price, volumen y niveles de valoración

Último $61.00Periodo -25.4%
Fair value: $61.00

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

-4.4%

FCF CAGR

+154.2%

FCF margin

3.6%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $148.7M · net income $5.5M · FCF $5.3M

2022-FY → 2025-FY

Gross margin

29.9%-1.9% pts

Operating margin

7.4%-4.2% pts

Net margin

3.7%-4.9% pts

FCF margin

3.6%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$148.7M$148.7M$144.4M$156.9M$170.0M
Net Income$5.5M$5.5M$1.8M$7.5M$14.7M
EBITDA$16.9M$16.9M$16.6M$20.1M$28.3M
EPS0.030.030.010.040.07
Gross Margin29.9%29.9%27.9%29.0%31.8%
Operating Margin7.4%7.4%5.2%7.8%11.6%
Net Margin3.7%3.7%1.2%4.8%8.6%
Balance Sheet
Debt/Equity0.230.230.250.260.27
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$5.3M$5.3M$5.0M$12.1M$324000.00
Returns
ROE3.7%3.7%1.2%4.8%9.6%
Valuation
P/E30.5030.504451.221614.291291.97
EV/EBITDA792.93792.93475.55601.34671.57
P/B89.9289.9251.7978.13123.44
Growth & Yield
Revenue Growth3.0%3.0%-8.0%-7.7%—
EPS Growth206.1%206.1%-76.6%-48.9%—
Dividend Yield3.0%3.0%———

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

499.7%

muy exigente

EPS terminal req.

$5.41

Spread vs growth

-293.6%

5Y implied EPS CAGR

204.3%

muy exigente

EPS terminal req.

$6.55

Spread vs growth

1.8%

10Y implied EPS CAGR

83.0%

muy exigente

EPS terminal req.

$10.55

Spread vs growth

123.1%

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 +70.1%

Total return

+70.1%

Start / end P/E

4451.2x → 2430.3x

EPS bridge

0.01 → 0.03

Residual

-93.6%

EPS growth+206.1%
Multiple rerating-45.4%
Dividend+3.0%
Residual / FX / buybacks / cross-term-93.6%

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.