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MU2.F$1.69+0.00%
Fair $1.69+0.0%

MU2.F

Mha Plc

Industrials / Specialty Business ServicesFrankfurt

$1.69

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.69Fund rank 39/100 · Data gapFallback financials|
SA 66/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $41.8M · quality 85.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

66/100

B

Piotroski

6/9

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 · MU2.FLocal privado en este navegador · Mha 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

$492M

P/E

7.3x

↓

EV/EBITDA

7.5x

↓

ROE

88.8%

↑

Gross Margin

97.0%

↑

Debt/Equity

0.28

↓
52-Week Range$2
$1$2

TradingView lightweight chart

MU2.F price, volumen y niveles de valoración

Último $1.710Periodo +48.7%
Fair value: $1.690

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

+30.2%

FCF CAGR

+25.0%

FCF margin

33.4%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $154.0M · net income $56.3M · FCF $51.5M

2022-FY → 2024-FY

Gross margin

97.0%+0.4% pts

Operating margin

37.7%+1.1% pts

Net margin

36.6%+1.7% pts

FCF margin

33.4%-2.9% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$154.0M$154.0M$112.8M$90.8M
Net Income$56.3M$56.3M$44.0M$31.7M
EBITDA$62.7M$62.7M$49.1M$36.5M
EPS0.200.200.160.12
Gross Margin97.0%97.0%98.2%96.6%
Operating Margin37.7%37.7%40.5%36.7%
Net Margin36.6%36.6%39.0%34.9%
Balance Sheet
Debt/Equity0.280.280.410.74
Current Ratio1.221.22——
Cash Flow
Free Cash Flow$51.5M$51.5M$41.8M$33.0M
Returns
ROE88.8%88.8%86.5%97.8%
Valuation
P/E7.357.35——
EV/EBITDA7.487.48——
P/B7.527.52——
Growth & Yield
Revenue Growth36.5%36.5%24.2%—
EPS Growth22.1%22.1%38.8%—
Dividend Yield1.4%1.4%——

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

-9.1%

fácil

EPS terminal req.

$0.15

Spread vs growth

31.2%

5Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$0.18

Spread vs growth

24.0%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$0.29

Spread vs growth

18.2%

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 +48.3%

Total return

+48.3%

Start / end P/E

7.1x → 8.6x

EPS bridge

0.16 → 0.20

Residual

+4.5%

EPS growth+22.1%
Multiple rerating+20.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term+4.5%

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.