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MTY.TO$39.20-0.43%
Fair $39.20+0.0%

MTY.TO

MTY Food Group Inc.

Consumer Cyclical / RestaurantsToronto

$39.20

-0.17 (-0.43%)

Fairly Valued+0.0%Fair Value $39.20Fund rank 34/100 · Data gapFallback financials|
SA 40/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $168.6M · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

40/100

C

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MTY.TOLocal privado en este navegador · MTY Food Group 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

$895M

P/E

5.8x

↓

EV/EBITDA

7.2x

↓

ROE

13.9%

↑

Gross Margin

36.6%

↑

Debt/Equity

1.32

↑
52-Week Range$39
$33$46

TradingView lightweight chart

MTY.TO price, volumen y niveles de valoración

Último $39.20Periodo +237.9%
Fair value: $39.20

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

+18.4%

FCF CAGR

+7.5%

FCF margin

14.2%

FCF / Net income

1.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $119.0M · FCF $168.6M

2022-FY → 2025-FY

Gross margin

36.6%+0.9% pts

Operating margin

16.6%-1.7% pts

Net margin

10.0%-0.4% pts

FCF margin

14.2%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$1.16B$1.17B$716.5M
Net Income$119.0M$119.0M$24.2M$104.1M$74.8M
EBITDA$275.9M$275.9M$165.3M$263.0M$162.8M
EPS5.185.181.014.253.06
Gross Margin36.6%36.6%36.0%36.8%35.7%
Operating Margin16.6%16.6%14.8%15.5%18.3%
Net Margin10.0%10.0%2.1%8.9%10.4%
Balance Sheet
Debt/Equity1.321.321.521.611.49
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$168.6M$168.6M$177.1M$152.4M$135.8M
Returns
ROE13.9%13.9%3.0%12.8%10.3%
Valuation
P/E5.825.8247.2812.4719.96
EV/EBITDA7.187.1814.009.6615.42
P/B1.051.051.431.602.07
Growth & Yield
Revenue Growth2.6%2.6%-0.8%63.2%—
EPS Growth412.9%412.9%-76.2%38.9%—
Dividend Yield3.8%3.8%———

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

-12.4%

fácil

EPS terminal req.

$3.48

Spread vs growth

425.3%

5Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$4.21

Spread vs growth

416.9%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$6.78

Spread vs growth

410.1%

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 -4.7%

Total return

-4.7%

Start / end P/E

42.4x → 7.6x

EPS bridge

1.01 → 5.18

Residual

-339.2%

EPS growth+412.9%
Multiple rerating-82.2%
Dividend+3.8%
Residual / FX / buybacks / cross-term-339.2%

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.