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v0.1
MVP.WA$8.56+0.68%
Fair $8.56+0.0%

MVP.WA

Marvipol Development S.A.

Real Estate / Real Estate - DevelopmentWarsaw

$8.56

+0.06 (+0.68%)

Fairly Valued+0.0%Fair Value $8.56Fund rank 27/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 31.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

45/100

C

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · MVP.WALocal privado en este navegador · Marvipol Development S.A.
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

$357M

P/E

5.4x

↓

EV/EBITDA

6.1x

↓

ROE

8.0%

↑

Gross Margin

26.6%

↓

Debt/Equity

0.75

↑
52-Week Range$9
$7$12

TradingView lightweight chart

MVP.WA price, volumen y niveles de valoración

Último $8.840Periodo +22.8%
Fair value: $8.560

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

-2.4%

FCF CAGR

-16.1%

FCF margin

7.4%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $547.7M · net income $58.2M · FCF $40.6M

2022-FY → 2025-FY

Gross margin

26.6%+2.3% pts

Operating margin

17.7%+1.4% pts

Net margin

10.6%-4.7% pts

FCF margin

7.4%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$547.7M$547.7M$461.7M$377.5M$588.6M
Net Income$58.2M$58.2M$31.7M$55.3M$89.9M
EBITDA$110.2M$110.2M$68.4M$88.2M$127.3M
EPS——0.761.332.16
Gross Margin26.6%26.6%19.2%31.4%24.3%
Operating Margin17.7%17.7%9.4%21.9%16.3%
Net Margin10.6%10.6%6.9%14.6%15.3%
Balance Sheet
Debt/Equity0.750.750.760.650.63
Current Ratio6.996.99———
Cash Flow
Free Cash Flow$40.6M$40.6M$-44.5M$59.2M$68.7M
Returns
ROE8.0%8.0%4.5%7.8%13.7%
Valuation
P/E5.425.428.616.052.73
EV/EBITDA6.076.078.986.334.15
P/B0.490.490.390.470.38
Growth & Yield
Revenue Growth18.6%18.6%22.3%-35.9%—
EPS Growth——-42.9%-38.4%—
Dividend Yield12.3%12.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +35.1%

Total return

+35.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.76 → n/d

Residual

+22.8%

EPS growthn/d
Multiple reratingn/d
Dividend+12.3%
Residual / FX / buybacks / cross-term+22.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.