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v0.1
MS.MI$0.32+1.91%
Fair $0.32+0.0%

MS.MI

Misitano & Stracuzzi S.p.A.

Consumer Defensive / Packaged FoodsMilan

$0.32

+0.01 (+1.91%)

Fairly Valued+0.0%Fair Value $0.32Fund rank 24/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $1.8M · quality 31.7/100

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

37/100

D

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: 0unknown: 3
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 · MS.MILocal privado en este navegador · Misitano & Stracuzzi S.p.A.
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

$11M

P/E

1.8x

↓

EV/EBITDA

1.9x

↓

ROE

25.1%

↑

Gross Margin

40.8%

↑

Debt/Equity

1.26

↑
52-Week Range$0
$0$3

TradingView lightweight chart

MS.MI price, volumen y niveles de valoración

Último $0.320Periodo -89.4%
Fair value: $0.320

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+32.5%

FCF CAGR

—

FCF margin

-21.1%

FCF / Net income

-1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $72.8M · net income $8.9M · FCF $-15.3M

2022-FY → 2024-FY

Gross margin

40.8%+20.3% pts

Operating margin

19.5%+11.6% pts

Net margin

12.2%+7.2% pts

FCF margin

-21.1%-25.4% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$72.8M$72.8M$59.0M$41.5M
Net Income$8.9M$8.9M$7.1M$2.1M
EBITDA$15.6M$15.6M$12.3M$4.4M
EPS0.300.300.240.07
Gross Margin40.8%40.8%42.7%20.5%
Operating Margin19.5%19.5%20.3%7.9%
Net Margin12.2%12.2%12.0%5.0%
Balance Sheet
Debt/Equity1.261.261.692.64
Current Ratio1.471.47——
Cash Flow
Free Cash Flow$-15.3M$-15.3M$3.8M$1.8M
Returns
ROE25.1%25.1%50.7%24.5%
Valuation
P/E1.781.78——
EV/EBITDA1.921.92——
P/B0.270.27——
Growth & Yield
Revenue Growth23.4%23.4%42.2%—
EPS Growth26.4%26.4%240.2%—
Dividend Yield35.3%35.3%——

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

-54.3%

fácil

EPS terminal req.

$0.03

Spread vs growth

80.7%

5Y implied EPS CAGR

-35.1%

fácil

EPS terminal req.

$0.03

Spread vs growth

61.5%

10Y implied EPS CAGR

-15.5%

fácil

EPS terminal req.

$0.06

Spread vs growth

41.9%

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 -52.7%

Total return

-52.7%

Start / end P/E

11.4x → 1.1x

EPS bridge

0.24 → 0.30

Residual

-23.9%

EPS growth+26.4%
Multiple rerating-90.6%
Dividend+35.3%
Residual / FX / buybacks / cross-term-23.9%

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.