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NICL.L$948.00-0.21%
Fair $948.00+0.0%

NICL.L

Nichols plc

Consumer Defensive / Beverages - Non-AlcoholicLSE

$948.00

-2.00 (-0.21%)

Fairly Valued+0.0%Fair Value $948.00Fund rank 38/100 · Data gapFallback financials|
SA 38/D
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.1M · quality 82.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

38/100

D

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

$347M

P/E

16.3x

↑

EV/EBITDA

1327.4x

↑

ROE

21.2%

↑

Gross Margin

45.7%

↑

Debt/Equity

0.04

↓
52-Week Range$948
$880$1480

TradingView lightweight chart

NICL.L price, volumen y niveles de valoración

Último $936.00Periodo +611.8%
Fair value: $948.00

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

+6.2%

FCF CAGR

-4.9%

FCF margin

9.3%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $172.8M · net income $17.8M · FCF $16.1M

2021-FY → 2024-FY

Gross margin

45.7%+0.5% pts

Operating margin

16.7%+1.5% pts

Net margin

10.3%+25.7% pts

FCF margin

9.3%-3.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$172.8M$172.8M$170.7M$164.9M$144.3M
Net Income$17.8M$17.8M$18.4M$11.6M$-22.2M
EBITDA$26.1M$26.1M$26.7M$18.5M$-12.5M
EPS0.490.490.500.32-0.60
Gross Margin45.7%45.7%42.3%43.1%45.2%
Operating Margin16.7%16.7%14.8%14.9%15.2%
Net Margin10.3%10.3%10.8%7.1%-15.4%
Balance Sheet
Debt/Equity0.040.040.190.030.03
Current Ratio3.633.63———
Cash Flow
Free Cash Flow$16.1M$16.1M$19.5M$15.1M$18.7M
Returns
ROE21.2%21.2%18.9%13.1%-23.8%
Valuation
P/E16.3416.342166.143456.95—
EV/EBITDA1327.361327.361486.032172.12—
P/B412.19412.19408.63453.24579.43
Growth & Yield
Revenue Growth1.2%1.2%3.5%14.3%—
EPS Growth-3.0%-3.0%58.1%153.0%—
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

456.5%

muy exigente

EPS terminal req.

$84.12

Spread vs growth

-459.5%

5Y implied EPS CAGR

191.0%

muy exigente

EPS terminal req.

$101.78

Spread vs growth

-194.0%

10Y implied EPS CAGR

78.9%

muy exigente

EPS terminal req.

$163.92

Spread vs growth

-81.9%

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 -29.1%

Total return

-29.1%

Start / end P/E

2762.3x → 1917.6x

EPS bridge

0.50 → 0.49

Residual

+0.9%

EPS growth-3.0%
Multiple rerating-30.6%
Dividend+3.6%
Residual / FX / buybacks / cross-term+0.9%

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.