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MTL.L$13.50-1.46%
Fair $13.50+0.0%

MTL.L

Metals Exploration plc

Basic Materials / GoldLSE

$13.50

-0.20 (-1.46%)

Fairly Valued+0.0%Fair Value $13.50Fund rank 34/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $64.3M · quality 61.0/100

Data gap 34/100
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

42/100

C

Piotroski

4/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · MTL.LLocal privado en este navegador · Metals Exploration 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

$402M

P/E

13.5x

↓

EV/EBITDA

380.5x

↑

ROE

11.4%

↑

Gross Margin

35.1%

↑

Debt/Equity

N/A

•
52-Week Range$14
$9$19

TradingView lightweight chart

MTL.L price, volumen y niveles de valoración

Último $13.50Periodo +260.0%
Fair value: $13.50

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

+18.8%

FCF CAGR

-1.9%

FCF margin

13.6%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $208.4M · net income $28.9M · FCF $28.2M

2022-FY → 2025-FY

Gross margin

35.1%+8.7% pts

Operating margin

19.2%+0.1% pts

Net margin

13.9%+6.8% pts

FCF margin

13.6%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$208.4M$208.4M$191.1M$166.7M$124.4M
Net Income$28.9M$28.9M$25.6M$119.2M$8.8M
EBITDA$105.2M$105.2M$90.2M$181.8M$44.6M
EPS0.010.010.010.060.00
Gross Margin35.1%35.1%32.7%22.4%26.3%
Operating Margin19.2%19.2%27.7%17.5%19.1%
Net Margin13.9%13.9%13.4%71.5%7.0%
Balance Sheet
Debt/Equity——0.050.184.62
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$28.2M$28.2M$79.4M$64.3M$30.0M
Returns
ROE11.4%11.4%19.2%89.0%49.3%
Valuation
P/E13.5013.50460.9453.19303.57
EV/EBITDA380.51380.51131.1434.9961.77
P/B158.63158.6388.8647.32150.51
Growth & Yield
Revenue Growth9.0%9.0%14.7%34.0%—
EPS Growth-24.2%-24.2%-77.3%1242.9%—

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

398.0%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

-422.2%

5Y implied EPS CAGR

172.2%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

-196.4%

10Y implied EPS CAGR

73.0%

muy exigente

EPS terminal req.

$2.33

Spread vs growth

-97.3%

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 +57.0%

Total return

+57.0%

Start / end P/E

671.9x → 1391.8x

EPS bridge

0.01 → 0.01

Residual

-25.9%

EPS growth-24.2%
Multiple rerating+107.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-25.9%

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.