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MEG.WA$5.80+0.00%
Fair $5.80+0.0%

MEG.WA

Megaron S.A.

Basic Materials / Building MaterialsWarsaw

$5.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.80Fund rank 32/100 · Data gapFallback financials|
SA 43/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.7M · quality 70.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.6%, below the 5% threshold
Thesis & Journal · MEG.WALocal privado en este navegador · Megaron S.A.
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

$16M

P/E

290.0x

↑

EV/EBITDA

4.1x

↓

ROE

4.6%

↑

Gross Margin

48.9%

↑

Debt/Equity

0.14

↓
52-Week Range$6
$5$7

TradingView lightweight chart

MEG.WA price, volumen y niveles de valoración

Último $5.800Periodo -77.3%
Fair value: $5.800

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-0.5%

FCF CAGR

+22.5%

FCF margin

6.9%

FCF / Net income

3.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.9M · net income $958000.0 · FCF $3.2M

2021-FY → 2024-FY

Gross margin

48.9%+4.7% pts

Operating margin

3.3%-2.2% pts

Net margin

2.0%-1.8% pts

FCF margin

6.9%+3.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$46.9M$46.9M$43.8M$47.8M$47.5M
Net Income$958000.00$958000.00$-765000.00$-1.1M$1.8M
EBITDA$4.4M$4.4M$2.6M$2.4M$5.3M
EPS0.350.35-0.28-0.390.67
Gross Margin48.9%48.9%46.4%43.4%44.2%
Operating Margin3.3%3.3%-1.4%0.4%5.6%
Net Margin2.0%2.0%-1.7%-2.2%3.8%
Balance Sheet
Debt/Equity0.140.140.340.380.36
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$3.2M$3.2M$2.0M$2.7M$1.8M
Returns
ROE4.6%4.6%-3.9%-5.2%8.3%
Valuation
P/E290.00290.00——18.51
EV/EBITDA4.054.0512.1215.047.76
P/B0.760.761.311.451.53
Growth & Yield
Revenue Growth7.0%7.0%-8.4%0.6%—
EPS Growth225.0%225.0%28.2%-158.2%—

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

13.7%

razonable

EPS terminal req.

$0.51

Spread vs growth

211.3%

5Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$0.62

Spread vs growth

212.8%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$1.00

Spread vs growth

213.9%

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 +6.4%

Total return

+6.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.28 → 0.35

Residual

+6.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.4%

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.