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MCR.WA$14.90-1.97%
Fair $14.90+0.0%

MCR.WA

mcr Spolka Akcyjna

Industrials / Security & Protection ServicesWarsaw

$14.90

-0.30 (-1.97%)

Fairly Valued+0.0%Fair Value $14.90Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Declining Revenue

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $38.8M · quality 53.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

46/100

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · MCR.WALocal privado en este navegador · mcr Spolka Akcyjna
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

$228M

P/E

1.5x

↓

EV/EBITDA

7.0x

↓

ROE

7.5%

↑

Gross Margin

23.3%

↓

Debt/Equity

0.47

↑
52-Week Range$15
$12$28

TradingView lightweight chart

MCR.WA price, volumen y niveles de valoración

Último $14.90Periodo -73.4%
Fair value: $14.90

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

+0.8%

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $507.4M · net income $16.1M · FCF $13.1M

2022-FY → 2025-FY

Gross margin

23.3%-0.3% pts

Operating margin

4.2%-4.4% pts

Net margin

3.2%-2.8% pts

FCF margin

2.6%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$507.4M$507.4M$539.6M$628.4M$496.0M
Net Income$16.1M$16.1M$49.3M$41.7M$29.8M
EBITDA$45.0M$45.0M$79.3M$87.1M$58.1M
EPS1.051.053.192.681.91
Gross Margin23.3%23.3%25.2%24.9%23.5%
Operating Margin4.2%4.2%9.0%10.8%8.6%
Net Margin3.2%3.2%9.1%6.6%6.0%
Balance Sheet
Debt/Equity0.470.470.390.450.63
Current Ratio4.124.12———
Cash Flow
Free Cash Flow$13.1M$13.1M$38.8M$53.1M$-6.6M
Returns
ROE7.5%7.5%21.9%19.6%16.1%
Valuation
P/E1.511.516.997.076.73
EV/EBITDA6.956.955.304.285.11
P/B1.061.061.541.391.08
Growth & Yield
Revenue Growth-6.0%-6.0%-14.1%26.7%—
EPS Growth-67.1%-67.1%19.0%40.3%—
Dividend Yield11.7%11.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$1.32

Spread vs growth

-75.1%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$1.60

Spread vs growth

-75.9%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$2.58

Spread vs growth

-76.5%

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 -23.5%

Total return

-23.5%

Start / end P/E

7.2x → 14.2x

EPS bridge

3.19 → 1.05

Residual

-64.9%

EPS growth-67.1%
Multiple rerating+96.8%
Dividend+11.7%
Residual / FX / buybacks / cross-term-64.9%

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.