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MTU.PA$20.65-0.48%
Fair $20.65+0.0%

MTU.PA

Manitou BF SA

Industrials / Farm & Heavy Construction MachineryParis

$20.65

-0.10 (-0.48%)

Fairly Valued+0.0%Fair Value $20.65Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $137.1M · quality 41.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

49/100

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: 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 · MTU.PALocal privado en este navegador · Manitou BF SA
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

$790M

P/E

11.5x

↓

EV/EBITDA

5.0x

↓

ROE

7.0%

↑

Gross Margin

17.6%

↓

Debt/Equity

0.36

↑
52-Week Range$21
$17$24

TradingView lightweight chart

MTU.PA price, volumen y niveles de valoración

Último $20.65Periodo +33.4%
Fair value: $20.65

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

+2.8%

FCF CAGR

—

FCF margin

7.3%

FCF / Net income

2.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.56B · net income $68.4M · FCF $187.0M

2022-FY → 2025-FY

Gross margin

17.6%+4.4% pts

Operating margin

5.4%+1.8% pts

Net margin

2.7%+0.4% pts

FCF margin

7.3%+15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.56B$2.56B$2.66B$2.87B$2.36B
Net Income$68.4M$68.4M$121.9M$143.4M$54.7M
EBITDA$207.6M$207.6M$272.0M$270.1M$143.3M
EPS1.791.793.183.751.43
Gross Margin17.6%17.6%18.8%17.0%13.2%
Operating Margin5.4%5.4%7.4%7.4%3.6%
Net Margin2.7%2.7%4.6%5.0%2.3%
Balance Sheet
Debt/Equity0.360.360.440.530.38
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$187.0M$187.0M$137.1M$-157.7M$-198.0M
Returns
ROE7.0%7.0%12.5%16.0%6.9%
Valuation
P/E11.5411.545.486.0117.27
EV/EBITDA5.005.003.894.748.25
P/B0.810.810.690.961.20
Growth & Yield
Revenue Growth-3.4%-3.4%-7.5%21.6%—
EPS Growth-43.7%-43.7%-15.2%162.2%—
Dividend Yield3.6%3.6%———

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

0.8%

fácil

EPS terminal req.

$1.83

Spread vs growth

-44.5%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$2.22

Spread vs growth

-48.1%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$3.57

Spread vs growth

-50.9%

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 -3.2%

Total return

-3.2%

Start / end P/E

7.0x → 11.5x

EPS bridge

3.18 → 1.79

Residual

-28.7%

EPS growth-43.7%
Multiple rerating+65.6%
Dividend+3.6%
Residual / FX / buybacks / cross-term-28.7%

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.