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P34.SI$0.98+1.03%
Fair $0.98+0.0%

P34.SI

Delfi Limited

Consumer Defensive / ConfectionersSES

$0.98

+0.01 (+1.03%)

Fairly Valued+0.0%Fair Value $0.98Fund rank 28/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9
Declining RevenueMargin 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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $23.6M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

54/100

C

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: 2unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · P34.SILocal privado en este navegador · Delfi Limited
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

$602M

P/E

14.1x

↓

EV/EBITDA

8.9x

↑

ROE

11.9%

↑

Gross Margin

26.5%

↓

Debt/Equity

0.06

↓
52-Week Range$1
$1$1

TradingView lightweight chart

P34.SI price, volumen y niveles de valoración

Último $0.985Periodo +13.9%
Fair value: $0.985

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

+1.6%

FCF CAGR

+162.4%

FCF margin

13.7%

FCF / Net income

2.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $500.1M · net income $33.2M · FCF $68.7M

2022-FY → 2025-FY

Gross margin

26.5%-3.9% pts

Operating margin

8.0%-4.9% pts

Net margin

6.6%-2.5% pts

FCF margin

13.7%+12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$500.1M$500.1M$502.7M$538.2M$477.5M
Net Income$33.2M$33.2M$33.9M$46.3M$43.9M
EBITDA$61.9M$61.9M$63.1M$77.6M$75.5M
EPS——0.060.080.07
Gross Margin26.5%26.5%27.4%28.5%30.5%
Operating Margin8.0%8.0%9.4%11.8%12.9%
Net Margin6.6%6.6%6.8%8.6%9.2%
Balance Sheet
Debt/Equity0.060.060.120.150.09
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$68.7M$68.7M$23.6M$1.6M$3.8M
Returns
ROE11.9%11.9%12.8%17.4%17.8%
Valuation
P/E14.0714.0714.1414.6611.14
EV/EBITDA8.918.917.408.515.74
P/B2.162.161.812.551.99
Growth & Yield
Revenue Growth-0.5%-0.5%-6.6%12.7%—
EPS Growth——-26.7%5.4%—
Dividend Yield4.4%4.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +35.7%

Total return

+35.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

+31.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+31.3%

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.