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v0.1
NLM.F$99.60+1.44%
Fair $99.60+0.0%

NLM.F

FRoSTA Aktiengesellschaft

Consumer Defensive / Packaged FoodsFrankfurt

$99.60

+1.40 (+1.44%)

Fairly Valued+0.0%Fair Value $99.60Fund rank 31/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $59.8M · quality 53.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

50/100

C

Piotroski

5/9

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 · NLM.FLocal privado en este navegador · FRoSTA Aktiengesellschaft
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

$678M

P/E

18.3x

↑

EV/EBITDA

7.8x

↓

ROE

13.1%

↑

Gross Margin

49.4%

↑

Debt/Equity

0.04

↓
52-Week Range$100
$86$108

TradingView lightweight chart

NLM.F price, volumen y niveles de valoración

Último $98.40Periodo +693.5%
Fair value: $99.60

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

+5.6%

FCF CAGR

—

FCF margin

3.6%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $681.5M · net income $37.0M · FCF $24.8M

2022-FY → 2025-FY

Gross margin

49.4%+9.3% pts

Operating margin

8.0%+2.5% pts

Net margin

5.4%+1.2% pts

FCF margin

3.6%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$681.5M$681.5M$638.1M$639.5M$579.1M
Net Income$37.0M$37.0M$42.0M$34.0M$24.3M
EBITDA$73.1M$73.1M$82.1M$69.2M$54.9M
EPS5.445.446.165.003.57
Gross Margin49.4%49.4%48.2%42.0%40.1%
Operating Margin8.0%8.0%9.4%7.4%5.5%
Net Margin5.4%5.4%6.6%5.3%4.2%
Balance Sheet
Debt/Equity0.040.040.060.090.21
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$24.8M$24.8M$59.8M$98.7M$-23.2M
Returns
ROE13.1%13.1%16.1%14.7%11.8%
Valuation
P/E18.3118.319.9812.4716.59
EV/EBITDA7.847.843.955.478.10
P/B2.402.401.601.831.96
Growth & Yield
Revenue Growth6.8%6.8%-0.2%10.4%—
EPS Growth-11.8%-11.8%23.2%40.2%—
Dividend Yield2.4%2.4%———

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

17.6%

exigente

EPS terminal req.

$8.84

Spread vs growth

-29.3%

5Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$10.69

Spread vs growth

-26.2%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$17.22

Spread vs growth

-24.0%

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 +8.7%

Total return

+8.7%

Start / end P/E

15.0x → 18.1x

EPS bridge

6.16 → 5.44

Residual

-2.4%

EPS growth-11.8%
Multiple rerating+20.4%
Dividend+2.4%
Residual / FX / buybacks / cross-term-2.4%

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.