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MEMS.PA$5.94+1.89%
Fair $5.94+0.0%

MEMS.PA

MEMSCAP, S.A.

Technology / Semiconductor Equipment & MaterialsParis

$5.94

+0.11 (+1.89%)

Fairly Valued+0.0%Fair Value $5.94Fund rank 29/100 · Data gapFallback financials|
SA 63/B
F-Score: 5/9
Declining RevenueLow 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.3M · quality 53.7/100

Data gap 29/100
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

63/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 ROE is 4.7%, below the 5% threshold
Thesis & Journal · MEMS.PALocal privado en este navegador · MEMSCAP, 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

$45M

P/E

49.5x

↑

EV/EBITDA

24.7x

↑

ROE

4.7%

↓

Gross Margin

41.4%

↑

Debt/Equity

0.24

↑
52-Week Range$6
$3$7

TradingView lightweight chart

MEMS.PA price, volumen y niveles de valoración

Último $5.940Periodo -97.8%
Fair value: $5.940

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

+8.7%

FCF CAGR

—

FCF margin

10.6%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.0M · net income $894000.0 · FCF $1.3M

2022-FY → 2025-FY

Gross margin

41.4%+2.0% pts

Operating margin

8.4%+5.8% pts

Net margin

7.5%-3.8% pts

FCF margin

10.6%+12.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.0M$12.0M$12.7M$14.1M$9.3M
Net Income$894000.00$894000.00$1.4M$2.1M$1.0M
EBITDA$1.8M$1.8M$2.4M$3.0M$1.4M
EPS0.120.120.180.280.14
Gross Margin41.4%41.4%39.7%42.9%39.4%
Operating Margin8.4%8.4%9.3%17.6%2.5%
Net Margin7.5%7.5%10.9%15.2%11.2%
Balance Sheet
Debt/Equity0.240.240.280.320.34
Current Ratio4.964.96———
Cash Flow
Free Cash Flow$1.3M$1.3M$342000.00$1.4M$-161000.00
Returns
ROE4.7%4.7%7.5%12.1%6.7%
Valuation
P/E49.5049.5028.1622.5910.50
EV/EBITDA24.7124.7116.8416.208.33
P/B2.372.372.122.730.70
Growth & Yield
Revenue Growth-5.3%-5.3%-10.0%50.7%—
EPS Growth-34.1%-34.1%-35.6%98.6%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

64.7%

muy exigente

EPS terminal req.

$0.53

Spread vs growth

-98.8%

5Y implied EPS CAGR

40.1%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

-74.2%

10Y implied EPS CAGR

24.2%

exigente

EPS terminal req.

$1.03

Spread vs growth

-58.2%

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 +67.8%

Total return

+67.8%

Start / end P/E

19.8x → 50.3x

EPS bridge

0.18 → 0.12

Residual

-52.7%

EPS growth-34.1%
Multiple rerating+154.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-52.7%

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.