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MOON.L$219.00+0.74%
Fair $219.00+0.0%

MOON.L

Moonpig Group PLC

Consumer Cyclical / Specialty RetailLSE

$219.00

+1.60 (+0.74%)

Fairly Valued+0.0%Fair Value $219.00Fund rank 38/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 $60.8M · quality 80.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

34/100

D

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: 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 · MOON.LLocal privado en este navegador · Moonpig 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

$662M

P/E

15.6x

↓

EV/EBITDA

1915.1x

↑

ROE

33.4%

↑

Gross Margin

59.6%

↑

Debt/Equity

-3.27

↓
52-Week Range$219
$190$263

TradingView lightweight chart

MOON.L price, volumen y niveles de valoración

Último $219.00Periodo -46.6%
Fair value: $219.00

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

+4.8%

FCF CAGR

+13.4%

FCF margin

18.8%

FCF / Net income

-5.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $350.1M · net income $-11.1M · FCF $65.9M

2022-FY → 2025-FY

Gross margin

59.6%+10.3% pts

Operating margin

3.4%-12.7% pts

Net margin

-3.2%-13.5% pts

FCF margin

18.8%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$350.1M$350.1M$341.1M$320.1M$304.3M
Net Income$-11.1M$-11.1M$34.2M$26.6M$31.4M
EBITDA$40.8M$40.8M$91.8M$72.0M$62.6M
EPS-0.03-0.030.100.080.09
Gross Margin59.6%59.6%59.4%56.1%49.3%
Operating Margin3.4%3.4%19.0%14.7%16.1%
Net Margin-3.2%-3.2%10.0%8.3%10.3%
Balance Sheet
Debt/Equity-3.27-3.2735.11-5.64-2.68
Current Ratio0.290.29———
Cash Flow
Free Cash Flow$65.9M$65.9M$60.8M$26.7M$45.2M
Returns
ROE33.4%33.4%890.7%-78.9%-45.4%
Valuation
P/E15.6415.641641.671783.122208.79
EV/EBITDA1915.071915.07610.37663.601111.55
P/B——14576.27——
Growth & Yield
Revenue Growth2.6%2.6%6.6%5.2%—
EPS Growth-133.3%-133.3%24.7%-15.4%—
Dividend Yield1.5%1.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -10.2%

Total return

-10.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.10 → -0.03

Residual

-11.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.5%
Residual / FX / buybacks / cross-term-11.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.