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MRE.TO$11.47-0.17%
Fair $11.47+0.0%

MRE.TO

Martinrea International Inc.

Consumer Cyclical / Auto PartsToronto

$11.47

-0.02 (-0.17%)

Fairly Valued+0.0%Fair Value $11.47Fund rank 32/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $183.6M · quality 64.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

58/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · MRE.TOLocal privado en este navegador · Martinrea International 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

$813M

P/E

7.1x

↓

EV/EBITDA

3.6x

↓

ROE

7.1%

↑

Gross Margin

13.4%

↓

Debt/Equity

0.74

↑
52-Week Range$11
$8$12

TradingView lightweight chart

MRE.TO price, volumen y niveles de valoración

Último $11.47Periodo +79.2%
Fair value: $11.47

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

+0.4%

FCF CAGR

+50.4%

FCF margin

3.8%

FCF / Net income

1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.82B · net income $107.0M · FCF $183.6M

2022-FY → 2025-FY

Gross margin

13.4%+1.7% pts

Operating margin

5.6%+0.8% pts

Net margin

2.2%-0.6% pts

FCF margin

3.8%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.82B$4.82B$5.01B$5.34B$4.76B
Net Income$107.0M$107.0M$-34.5M$153.7M$132.8M
EBITDA$499.3M$499.3M$475.2M$597.9M$511.5M
EPS1.471.47-0.461.931.65
Gross Margin13.4%13.4%12.9%12.6%11.8%
Operating Margin5.6%5.6%5.3%5.5%4.8%
Net Margin2.2%2.2%-0.7%2.9%2.8%
Balance Sheet
Debt/Equity0.740.740.830.840.98
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$183.6M$183.6M$150.5M$207.6M$54.0M
Returns
ROE7.1%7.1%-2.4%10.5%9.6%
Valuation
P/E7.087.08—7.317.03
EV/EBITDA3.573.573.663.624.13
P/B0.550.550.460.770.68
Growth & Yield
Revenue Growth-3.8%-3.8%-6.1%12.2%—
EPS Growth419.6%419.6%-123.8%17.0%—
Dividend Yield1.7%1.7%———

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

-11.5%

fácil

EPS terminal req.

$1.02

Spread vs growth

431.1%

5Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$1.23

Spread vs growth

423.0%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$1.98

Spread vs growth

416.5%

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 +37.8%

Total return

+37.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.46 → 1.47

Residual

+36.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+36.1%

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.