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MER.L$396.00-0.24%
Fair $396.00+0.0%

MER.L

Mears Group plc

Consumer Cyclical / Personal ServicesLSE

$396.00

-1.00 (-0.24%)

Fairly Valued+0.0%Fair Value $396.00Fund rank 34/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $97.5M · quality 64.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

47/100

C

Piotroski

6/9

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 · MER.LLocal privado en este navegador · Mears 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

$322M

P/E

7.3x

↓

EV/EBITDA

213.7x

↑

ROE

22.9%

↑

Gross Margin

23.4%

↓

Debt/Equity

1.58

↑
52-Week Range$396
$310$422

TradingView lightweight chart

MER.L price, volumen y niveles de valoración

Último $415.00Periodo +2205.6%
Fair value: $396.00

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

+5.8%

FCF CAGR

-13.5%

FCF margin

5.8%

FCF / Net income

1.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.14B · net income $46.2M · FCF $65.7M

2022-FY → 2025-FY

Gross margin

23.4%+3.0% pts

Operating margin

6.6%+2.4% pts

Net margin

4.1%+1.1% pts

FCF margin

5.8%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.14B$1.14B$1.13B$1.09B$959.6M
Net Income$46.2M$46.2M$46.5M$35.2M$28.3M
EBITDA$160.3M$160.3M$149.2M$118.2M$97.1M
EPS0.540.540.490.320.25
Gross Margin23.4%23.4%22.4%20.1%20.4%
Operating Margin6.6%6.6%6.3%4.7%4.2%
Net Margin4.1%4.1%4.1%3.2%2.9%
Balance Sheet
Debt/Equity1.581.581.621.471.06
Current Ratio0.790.79———
Cash Flow
Free Cash Flow$65.7M$65.7M$97.5M$110.0M$101.5M
Returns
ROE22.9%22.9%25.3%17.8%13.3%
Valuation
P/E7.337.33733.73979.96801.92
EV/EBITDA213.72213.72230.17293.18234.99
P/B168.43168.43185.42174.67106.89
Growth & Yield
Revenue Growth0.3%0.3%4.0%13.5%—
EPS Growth10.2%10.2%53.0%28.1%—
Dividend Yield4.2%4.2%———

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

302.6%

muy exigente

EPS terminal req.

$35.14

Spread vs growth

-292.3%

5Y implied EPS CAGR

139.6%

muy exigente

EPS terminal req.

$42.52

Spread vs growth

-129.4%

10Y implied EPS CAGR

62.3%

muy exigente

EPS terminal req.

$68.47

Spread vs growth

-52.1%

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 +5.3%

Total return

+5.3%

Start / end P/E

840.2x → 770.5x

EPS bridge

0.49 → 0.54

Residual

-0.8%

EPS growth+10.2%
Multiple rerating-8.3%
Dividend+4.2%
Residual / FX / buybacks / cross-term-0.8%

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.