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MKZ-UN.TO$0.50-7.41%
Fair $0.50+0.0%

MKZ-UN.TO

Mackenzie Master Limited Partnership

Financial Services / Asset ManagementToronto

$0.50

-0.04 (-7.41%)

Fairly Valued+0.0%Fair Value $0.50Fund rank 34/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
Declining Revenue

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

41/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · MKZ-UN.TOLocal privado en este navegador · Mackenzie Master Limited Partnership
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

$3M

P/E

6.3x

↓

EV/EBITDA

4.3x

↓

ROE

100.0%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$0$1

TradingView lightweight chart

MKZ-UN.TO price, volumen y niveles de valoración

Último $0.500Periodo -32.4%
Fair value: $0.500

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

-11.5%

FCF CAGR

-6.4%

FCF margin

70.3%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $738202.0 · net income $516508.0 · FCF $518820.0

2021-FY → 2023-FY

Gross margin

—— pts

Operating margin

82.5%-4.1% pts

Net margin

70.0%+6.1% pts

FCF margin

70.3%+7.4% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$738202.00$738202.00$811657.00$941827.00
Net Income$516508.00$516508.00$532967.00$601268.00
EBITDA$608776.00$608776.00$692325.00$815463.00
EPS0.080.080.090.10
Operating Margin82.5%82.5%85.3%86.6%
Net Margin70.0%70.0%65.7%63.8%
Balance Sheet
Current Ratio2.892.89——
Cash Flow
Free Cash Flow$518820.00$518820.00$535205.00$591820.00
Returns
ROE100.0%100.0%100.0%100.0%
Valuation
P/E6.256.257.118.00
EV/EBITDA4.264.264.985.17
P/B6.066.067.528.34
Growth & Yield
Revenue Growth-9.1%-9.1%-13.8%—
EPS Growth-11.1%-11.1%-10.0%—
Dividend Yield14.2%14.2%——

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

-17.8%

fácil

EPS terminal req.

$0.04

Spread vs growth

6.7%

5Y implied EPS CAGR

-7.7%

fácil

EPS terminal req.

$0.05

Spread vs growth

-3.4%

10Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$0.09

Spread vs growth

-11.9%

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 +33.2%

Total return

+33.2%

Start / end P/E

4.7x → 6.3x

EPS bridge

0.09 → 0.08

Residual

-3.8%

EPS growth-11.1%
Multiple rerating+33.9%
Dividend+14.2%
Residual / FX / buybacks / cross-term-3.8%

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.