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PAGE.L$122.20-0.65%
Fair $122.20+0.0%

PAGE.L

PageGroup plc

Industrials / Staffing & Employment ServicesLSE

$122.20

-0.80 (-0.65%)

Fairly Valued+0.0%Fair Value $122.20Fund rank 36/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
Declining RevenueMargin CompressionLow Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $108.4M · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

30/100

D

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: 3unknown: 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 ROE is 4.2%, below the 5% threshold
Thesis & Journal · PAGE.LLocal privado en este navegador · PageGroup 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

$380M

P/E

40.7x

↑

EV/EBITDA

481.4x

↑

ROE

4.2%

↓

Gross Margin

48.2%

↑

Debt/Equity

0.62

↑
52-Week Range$122
$112$290

TradingView lightweight chart

PAGE.L price, volumen y niveles de valoración

Último $122.20Periodo -30.6%
Fair value: $122.20

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

-7.1%

FCF CAGR

-37.6%

FCF margin

2.3%

FCF / Net income

4.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.60B · net income $9.0M · FCF $37.1M

2022-FY → 2025-FY

Gross margin

48.2%-5.9% pts

Operating margin

1.3%-8.5% pts

Net margin

0.6%-6.4% pts

FCF margin

2.3%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.60B$1.60B$1.74B$2.01B$1.99B
Net Income$9.0M$9.0M$28.4M$77.1M$139.0M
EBITDA$79.7M$79.7M$117.5M$187.8M$257.8M
EPS0.030.030.090.240.43
Gross Margin48.2%48.2%48.5%50.1%54.1%
Operating Margin1.3%1.3%3.0%5.9%9.9%
Net Margin0.6%0.6%1.6%3.8%7.0%
Balance Sheet
Debt/Equity0.620.620.520.360.31
Current Ratio1.471.47———
Cash Flow
Free Cash Flow$37.1M$37.1M$108.4M$121.6M$153.1M
Returns
ROE4.2%4.2%10.8%25.1%39.5%
Valuation
P/E40.7340.733768.891918.521085.52
EV/EBITDA481.43481.43909.67787.14584.95
P/B178.35178.35407.32482.33428.18
Growth & Yield
Revenue Growth-8.2%-8.2%-13.5%1.0%—
EPS Growth-67.8%-67.8%-63.0%-44.1%—
Dividend Yield7.0%7.0%———

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

620.4%

muy exigente

EPS terminal req.

$10.84

Spread vs growth

-688.2%

5Y implied EPS CAGR

239.7%

muy exigente

EPS terminal req.

$13.12

Spread vs growth

-307.5%

10Y implied EPS CAGR

93.3%

muy exigente

EPS terminal req.

$21.13

Spread vs growth

-161.1%

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 -48.1%

Total return

-48.1%

Start / end P/E

3022.2x → 4213.8x

EPS bridge

0.09 → 0.03

Residual

-26.7%

EPS growth-67.8%
Multiple rerating+39.4%
Dividend+7.0%
Residual / FX / buybacks / cross-term-26.7%

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.