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NORTHM.CO$46.70-0.43%
Fair $46.70+0.0%

NORTHM.CO

North Media A/S

Communication Services / PublishingCopenhagen

$46.70

-0.20 (-0.43%)

Fairly Valued+0.0%Fair Value $46.70Fund rank 28/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9
Margin Compression

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $24.5M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

55/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · NORTHM.COLocal privado en este navegador · North Media A/S
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

$842M

P/E

5.7x

↓

EV/EBITDA

6.1x

↓

ROE

5.5%

↑

Gross Margin

46.6%

↑

Debt/Equity

0.11

↓
52-Week Range$47
$38$56

TradingView lightweight chart

NORTHM.CO price, volumen y niveles de valoración

Último $46.70Periodo -61.1%
Fair value: $46.70

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

+9.2%

FCF CAGR

-47.7%

FCF margin

1.9%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.30B · net income $66.2M · FCF $24.5M

2022-FY → 2025-FY

Gross margin

46.6%-9.9% pts

Operating margin

4.9%-14.3% pts

Net margin

5.1%+4.9% pts

FCF margin

1.9%-15.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.30B$1.30B$1.30B$915.1M$995.3M
Net Income$66.2M$66.2M$61.7M$264.4M$2.1M
EBITDA$141.5M$141.5M$202.6M$375.8M$33.6M
EPS3.703.703.4014.300.10
Gross Margin46.6%46.6%48.0%55.7%56.6%
Operating Margin4.9%4.9%7.2%16.9%19.2%
Net Margin5.1%5.1%4.7%28.9%0.2%
Balance Sheet
Debt/Equity0.110.110.140.130.12
Current Ratio6.136.13———
Cash Flow
Free Cash Flow$24.5M$24.5M$-33.7M$114.2M$171.1M
Returns
ROE5.5%5.5%5.4%22.9%0.2%
Valuation
P/E5.725.7214.124.58583.00
EV/EBITDA6.116.114.873.2130.07
P/B0.700.700.761.051.08
Growth & Yield
Revenue Growth-0.4%-0.4%42.2%-8.1%—
EPS Growth8.8%8.8%-76.2%14200.0%—
Dividend Yield2.7%2.7%———

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

3.8%

fácil

EPS terminal req.

$4.14

Spread vs growth

5.0%

5Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$5.01

Spread vs growth

2.6%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$8.08

Spread vs growth

0.7%

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 +24.6%

Total return

+24.6%

Start / end P/E

11.3x → 12.6x

EPS bridge

3.40 → 3.70

Residual

+1.1%

EPS growth+8.8%
Multiple rerating+12.0%
Dividend+2.7%
Residual / FX / buybacks / cross-term+1.1%

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.