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MLCFM.PA$1320.00+0.00%
Fair $1320.00+0.0%

MLCFM.PA

CFM Indosuez Wealth Management SA

Financial Services / Banks - RegionalParis

$1320.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1320.00Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9

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 52.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

40/100

C

Piotroski

2/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · MLCFM.PALocal privado en este navegador · CFM Indosuez Wealth Management SA
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

$756M

P/E

15.2x

↑

EV/EBITDA

N/A

•

ROE

11.7%

↑

Gross Margin

N/A

•

Debt/Equity

0.02

↓
52-Week Range$1320
$1210$1460

TradingView lightweight chart

MLCFM.PA price, volumen y niveles de valoración

Último $1,320Periodo +253.9%
Fair value: $1,320

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

—

FCF margin

-3.8%

FCF / Net income

-0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $189.4M · net income $49.8M · FCF $-7.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

26.3%-0.8% pts

FCF margin

-3.8%-50.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$189.4M$189.4M$201.0M$198.6M$160.2M
Net Income$49.8M$49.8M$59.4M$60.8M$43.4M
EPS86.9186.91106.00113.0076.00
Net Margin26.3%26.3%29.5%30.6%27.1%
Balance Sheet
Debt/Equity0.020.020.010.010.01
Cash Flow
Free Cash Flow$-7.2M$-7.2M$-268.2M$-177.3M$74.9M
Returns
ROE11.7%11.7%14.1%15.0%11.4%
Valuation
P/E15.1715.1711.138.9412.83
P/B1.781.781.571.431.47
Growth & Yield
Revenue Growth-5.7%-5.7%1.2%24.0%—
EPS Growth-18.0%-18.0%-6.2%48.7%—
Dividend Yield5.3%5.3%———

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

10.5%

razonable

EPS terminal req.

$117.13

Spread vs growth

-28.5%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$141.72

Spread vs growth

-28.3%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$228.25

Spread vs growth

-28.1%

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 +13.5%

Total return

+13.5%

Start / end P/E

11.5x → 15.2x

EPS bridge

106.00 → 86.91

Residual

-5.8%

EPS growth-18.0%
Multiple rerating+32.0%
Dividend+5.3%
Residual / FX / buybacks / cross-term-5.8%

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.