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MGS.MI$9.55+1.06%
Fair $9.55+0.0%

MGS.MI

Magis S.p.A.

Basic Materials / Specialty ChemicalsMilan

$9.55

+0.10 (+1.06%)

Fairly Valued+0.0%Fair Value $9.55Fund rank 32/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $7.0M · quality 60.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

38/100

D

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · MGS.MILocal privado en este navegador · Magis S.p.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

$55M

P/E

17.7x

↑

EV/EBITDA

6.7x

↓

ROE

7.0%

↑

Gross Margin

37.3%

↑

Debt/Equity

0.14

↓
52-Week Range$10
$9$14

TradingView lightweight chart

MGS.MI price, volumen y niveles de valoración

Último $9.550Periodo -14.0%
Fair value: $9.550

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

-6.2%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $76.9M · net income $3.1M · FCF $-2.5M

2022-FY → 2025-FY

Gross margin

37.3%+1.4% pts

Operating margin

7.2%-6.2% pts

Net margin

4.1%-4.2% pts

FCF margin

-3.3%-12.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$76.9M$76.9M$80.9M$78.9M$93.2M
Net Income$3.1M$3.1M$8.7M$8.2M$7.7M
EBITDA$8.2M$8.2M$15.2M$15.1M$15.0M
EPS0.540.541.591.541.18
Gross Margin37.3%37.3%43.4%39.9%35.8%
Operating Margin7.2%7.2%15.5%16.0%13.4%
Net Margin4.1%4.1%10.7%10.4%8.3%
Balance Sheet
Debt/Equity0.140.140.170.310.51
Current Ratio2.552.55———
Cash Flow
Free Cash Flow$-2.5M$-2.5M$8.8M$7.0M$8.7M
Returns
ROE7.0%7.0%18.4%21.4%25.3%
Valuation
P/E17.6917.697.597.1010.00
EV/EBITDA6.746.743.863.525.45
P/B1.231.231.401.522.53
Growth & Yield
Revenue Growth-5.0%-5.0%2.5%-15.3%—
EPS Growth-66.0%-66.0%3.4%30.9%—
Dividend Yield9.5%9.5%———

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

16.1%

exigente

EPS terminal req.

$0.85

Spread vs growth

-82.1%

5Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$1.03

Spread vs growth

-79.6%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$1.65

Spread vs growth

-77.8%

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 -17.1%

Total return

-17.1%

Start / end P/E

8.2x → 17.6x

EPS bridge

1.59 → 0.54

Residual

-76.6%

EPS growth-66.0%
Multiple rerating+116.1%
Dividend+9.5%
Residual / FX / buybacks / cross-term-76.6%

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.