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MSI.L$1600.00-0.91%
Fair $1600.00+0.0%

MSI.L

MS INTERNATIONAL plc

Industrials / ConglomeratesLSE

$1600.00

-15.00 (-0.91%)

Fairly Valued+0.0%Fair Value $1600.00Fund rank 25/100 · Data gapFallback financials|
SA 63/B
F-Score: 6/9

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 18%

FCF escenarios

weak_data · normalized FCF $-2.4M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

63/100

B

Piotroski

6/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · MSI.LLocal privado en este navegador · MS INTERNATIONAL 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

$263M

P/E

18.6x

↑

EV/EBITDA

1177.1x

↑

ROE

23.7%

↑

Gross Margin

34.0%

↑

Debt/Equity

0.01

↓
52-Week Range$1600
$1050$1800

TradingView lightweight chart

MSI.L price, volumen y niveles de valoración

Último $1,625Periodo +6532.7%
Fair value: $1,600

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

+16.4%

FCF CAGR

—

FCF margin

-6.0%

FCF / Net income

-0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $117.5M · net income $14.5M · FCF $-7.0M

2022-FY → 2025-FY

Gross margin

34.0%+6.7% pts

Operating margin

16.0%+9.3% pts

Net margin

12.4%+5.7% pts

FCF margin

-6.0%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$117.5M$117.5M$109.6M$84.0M$74.5M
Net Income$14.5M$14.5M$11.5M$4.1M$4.9M
EBITDA$22.7M$22.7M$18.2M$7.6M$8.2M
EPS0.870.870.680.240.30
Gross Margin34.0%34.0%30.9%27.9%27.4%
Operating Margin16.0%16.0%12.4%6.3%6.7%
Net Margin12.4%12.4%10.5%4.9%6.6%
Balance Sheet
Debt/Equity0.010.010.020.030.04
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$-7.0M$-7.0M$31.6M$-2.4M$-2.9M
Returns
ROE23.7%23.7%21.9%10.0%12.8%
Valuation
P/E18.6018.601488.892043.39979.73
EV/EBITDA1177.081177.08938.561101.88590.20
P/B436.65436.65326.28204.98125.29
Growth & Yield
Revenue Growth7.2%7.2%30.5%12.7%—
EPS Growth28.9%28.9%178.9%-18.2%—
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%

3Y implied EPS CAGR

446.5%

muy exigente

EPS terminal req.

$141.97

Spread vs growth

-417.6%

5Y implied EPS CAGR

187.8%

muy exigente

EPS terminal req.

$171.79

Spread vs growth

-158.9%

10Y implied EPS CAGR

77.9%

muy exigente

EPS terminal req.

$276.67

Spread vs growth

-49.0%

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 +38.6%

Total return

+38.6%

Start / end P/E

1755.6x → 1867.8x

EPS bridge

0.68 → 0.87

Residual

+1.8%

EPS growth+28.9%
Multiple rerating+6.4%
Dividend+1.5%
Residual / FX / buybacks / cross-term+1.8%

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.