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v0.1
MOV$37.63-1.70%
Fair $37.63+0.0%

MOV

Movado Group, Inc.

Consumer Cyclical / Luxury GoodsNYSE

$37.63

-0.65 (-1.70%)

Fairly Valued+0.0%Fair Value $37.63Fund rank 33/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $53.3M · quality 66.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

59/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
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 · MOVLocal privado en este navegador · Movado Group, Inc.
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

$836M

P/E

26.7x

↑

EV/EBITDA

15.8x

↑

ROE

5.2%

↑

Gross Margin

54.2%

↑

Debt/Equity

0.15

↓
52-Week Range$38
$15$39

TradingView lightweight chart

MOV price, volumen y niveles de valoración

Último $37.63Periodo +271.7%
Fair value: $37.63

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2026 · 16 años de histórico normalizado

Revenue CAGR

+4.2%

FCF CAGR

+3.7%

FCF margin

7.9%

FCF / Net income

2.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $671.3M · net income $26.6M · FCF $53.3M

2010-FY → 2026-FY

Gross margin

54.2%+6.8% pts

Operating margin

4.4%+10.6% pts

Net margin

4.0%+19.6% pts

FCF margin

7.9%-0.6% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$671.3M$671.3M$653.4M$664.4M$744.2M$732.4M$506.4M$701.0M$679.6M$568.0M$552.8M$594.9M$587.0M$570.3M$505.5M$468.1M$382.2M$349.7M
Net Income$26.6M$26.6M$18.4M$41.3M$90.4M$91.6M$-111.5M$42.7M$61.6M$-15.2M$35.1M$45.1M$51.8M$50.9M$57.1M$32.0M$-47.2M$-54.7M
EBITDA$44.3M$44.3M$36.5M$64.1M$128.5M$130.0M$-128.0M$59.4M$76.4M$56.7M$65.5M$83.3M$84.0M$80.0M$60.0M$45.0M$1.6M$-6.1M
EPS1.171.170.811.834.123.87-4.801.832.61-0.661.511.902.021.972.221.27-1.91-2.23
Gross Margin54.2%54.2%54.0%54.8%57.7%57.2%53.4%53.5%54.4%52.5%53.3%53.3%52.8%53.5%55.0%54.8%47.9%47.4%
Operating Margin4.4%4.4%3.1%7.3%15.5%16.0%-28.1%6.1%9.2%7.6%9.8%11.8%12.2%11.9%9.8%7.2%-3.2%-6.2%
Net Margin4.0%4.0%2.8%6.2%12.1%12.5%-22.0%6.1%9.1%-2.7%6.3%7.6%8.8%8.9%11.3%6.8%-12.3%-15.6%
Balance Sheet
Debt/Equity0.150.150.200.180.17—————————————
Current Ratio4.564.56————————————————
Cash Flow
Free Cash Flow$53.3M$53.3M$-9.6M$68.4M$47.1M$125.2M$65.4M$19.4M$75.5M$48.9M$52.2M——$37.8M$22.8M$77.9M$33.1M$29.8M
Returns
ROE5.2%5.2%3.8%8.2%17.8%19.4%-26.2%8.1%12.4%-3.2%7.4%10.2%10.7%11.0%13.5%8.2%-13.3%—
Valuation
P/E26.6926.6923.8415.468.94—————————————
EV/EBITDA15.7915.798.857.345.31—————————————
P/B1.671.670.911.271.67—————————————
Growth & Yield
Revenue Growth2.7%2.7%-1.7%-10.7%—44.6%-27.8%3.1%19.7%2.8%-7.1%1.4%2.9%12.8%8.0%22.5%9.3%—
EPS Growth44.4%44.4%-55.7%-55.6%—180.6%-362.3%-29.9%495.5%-143.7%-20.5%-5.9%2.5%-11.3%74.8%166.5%14.3%—
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

41.8%

muy exigente

EPS terminal req.

$3.34

Spread vs growth

2.6%

5Y implied EPS CAGR

28.1%

muy exigente

EPS terminal req.

$4.04

Spread vs growth

16.3%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$6.51

Spread vs growth

25.7%

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 +136.5%

Total return

+136.5%

Start / end P/E

20.0x → 32.2x

EPS bridge

0.81 → 1.17

Residual

+27.0%

EPS growth+44.4%
Multiple rerating+60.8%
Dividend+4.2%
Residual / FX / buybacks / cross-term+27.0%

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.