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NOVA.MI$9.40+0.00%
Fair $9.40+0.0%

NOVA.MI

Novamarine S.p.A.

Consumer Cyclical / Recreational VehiclesMilan

$9.40

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $9.40Fund rank 28/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $736000.00 · quality 45.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

40/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · NOVA.MILocal privado en este navegador · Novamarine S.p.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

$117M

P/E

49.5x

↑

EV/EBITDA

31.9x

↑

ROE

14.0%

↑

Gross Margin

37.5%

↑

Debt/Equity

1.14

↑
52-Week Range$9
$5$11

TradingView lightweight chart

NOVA.MI price, volumen y niveles de valoración

Último $9.400Periodo +161.8%
Fair value: $9.400

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

+36.6%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.8M · net income $1.5M · FCF $-306000.0

2021-FY → 2023-FY

Gross margin

37.5%+1.0% pts

Operating margin

10.8%-0.7% pts

Net margin

5.9%-1.9% pts

FCF margin

-1.2%-6.8% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$24.8M$24.8M$20.9M$13.3M
Net Income$1.5M$1.5M$696000.00$1.0M
EBITDA$3.9M$3.9M$2.2M$2.4M
EPS0.120.120.060.08
Gross Margin37.5%37.5%24.7%36.4%
Operating Margin10.8%10.8%5.2%11.6%
Net Margin5.9%5.9%3.3%7.8%
Balance Sheet
Debt/Equity1.141.141.281.64
Current Ratio1.481.48——
Cash Flow
Free Cash Flow$-306000.00$-306000.00$2.3M$736000.00
Returns
ROE14.0%14.0%7.7%12.6%
Valuation
P/E49.4749.47——
EV/EBITDA31.9131.91——
P/B11.1411.14——
Growth & Yield
Revenue Growth18.8%18.8%57.1%—
EPS Growth110.9%110.9%-32.9%—
Dividend Yield0.5%0.5%——

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

91.6%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

19.3%

5Y implied EPS CAGR

53.5%

muy exigente

EPS terminal req.

$1.01

Spread vs growth

57.4%

10Y implied EPS CAGR

29.9%

muy exigente

EPS terminal req.

$1.63

Spread vs growth

81.0%

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 +97.2%

Total return

+97.2%

Start / end P/E

85.1x → 79.3x

EPS bridge

0.06 → 0.12

Residual

-7.5%

EPS growth+110.9%
Multiple rerating-6.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-7.5%

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.