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NF4.DE$78.50+0.00%
Fair $78.50+0.0%

NF4.DE

Netfonds AG

Financial Services / Financial ConglomeratesXETRA

$78.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $78.50Fund rank 20/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9

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 23.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

39/100

D

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · NF4.DELocal privado en este navegador · Netfonds AG
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

$183M

P/E

103.3x

↑

EV/EBITDA

N/A

•

ROE

7.9%

↑

Gross Margin

9.8%

↓

Debt/Equity

1.22

↑
52-Week Range$79
$41$82

TradingView lightweight chart

NF4.DE price, volumen y niveles de valoración

Último $78.50Periodo +212.7%
Fair value: $78.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+7.1%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-4.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $237.1M · net income $1.8M · FCF $-7.2M

2021-FY → 2024-FY

Gross margin

9.8%-0.2% pts

Operating margin

1.5%-4.5% pts

Net margin

0.7%-3.6% pts

FCF margin

-3.0%+6.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$237.1M$237.1M$192.9M$176.4M$193.2M
Net Income$1.8M$1.8M$-621000.00$850089.87$8.4M
EBITDA$9.3M$9.3M$4.9M$6.0M$16.1M
EPS0.760.76-0.27—3.79
Gross Margin9.8%9.8%9.1%10.6%10.0%
Operating Margin1.5%1.5%0.7%1.7%6.1%
Net Margin0.7%0.7%-0.3%0.5%4.3%
Balance Sheet
Debt/Equity1.221.220.500.410.32
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-7.2M$-7.2M$-1.1M$1.2M$-18.8M
Returns
ROE7.9%7.9%-3.0%3.8%38.3%
Valuation
P/E103.29103.29——12.19
Growth & Yield
Revenue Growth23.0%23.0%9.3%-8.7%—
EPS Growth385.5%385.5%———
Dividend Yield0.4%0.4%———

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

109.2%

muy exigente

EPS terminal req.

$6.97

Spread vs growth

276.4%

5Y implied EPS CAGR

61.7%

muy exigente

EPS terminal req.

$8.43

Spread vs growth

323.8%

10Y implied EPS CAGR

33.4%

muy exigente

EPS terminal req.

$13.57

Spread vs growth

352.2%

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 +83.0%

Total return

+83.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.27 → 0.76

Residual

+82.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term+82.6%

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.