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PETS.L$193.10+0.47%
Fair $193.10+0.0%

PETS.L

Pets at Home Group Plc

Consumer Cyclical / Specialty RetailLSE

$193.10

+0.90 (+0.47%)

Fairly Valued+0.0%Fair Value $193.10Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 8/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $168.6M · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

48/100

C

Piotroski

8/9

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 · PETS.LLocal privado en este navegador · Pets at Home Group 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

$854M

P/E

13.8x

↓

EV/EBITDA

377.3x

↑

ROE

8.9%

↑

Gross Margin

46.9%

↑

Debt/Equity

0.38

↓
52-Week Range$193
$173$277

TradingView lightweight chart

PETS.L price, volumen y niveles de valoración

Último $193.10Periodo -18.9%
Fair value: $193.10

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

+4.0%

FCF CAGR

-4.3%

FCF margin

11.4%

FCF / Net income

1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.48B · net income $88.2M · FCF $168.6M

2022-FY → 2025-FY

Gross margin

46.9%-2.3% pts

Operating margin

9.1%-1.9% pts

Net margin

6.0%-3.5% pts

FCF margin

11.4%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.48B$1.48B$1.48B$1.40B$1.32B
Net Income$88.2M$88.2M$79.2M$100.7M$124.5M
EBITDA$240.7M$240.7M$232.1M$242.9M$267.2M
EPS0.190.190.160.200.24
Gross Margin46.9%46.9%46.7%48.0%49.2%
Operating Margin9.1%9.1%9.0%9.7%11.0%
Net Margin6.0%6.0%5.4%7.2%9.4%
Balance Sheet
Debt/Equity0.380.380.430.530.46
Current Ratio0.610.61———
Cash Flow
Free Cash Flow$168.6M$168.6M$161.5M$173.6M$192.3M
Returns
ROE8.9%8.9%8.0%9.8%11.9%
Valuation
P/E13.7913.791646.341815.841340.41
EV/EBITDA377.26377.26563.11754.13624.79
P/B91.0991.09131.85178.34158.74
Growth & Yield
Revenue Growth0.1%0.1%5.4%6.6%—
EPS Growth15.9%15.9%-18.8%-17.6%—
Dividend Yield3.8%3.8%———

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

348.4%

muy exigente

EPS terminal req.

$17.13

Spread vs growth

-332.6%

5Y implied EPS CAGR

155.6%

muy exigente

EPS terminal req.

$20.73

Spread vs growth

-139.8%

10Y implied EPS CAGR

67.7%

muy exigente

EPS terminal req.

$33.39

Spread vs growth

-51.8%

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 -25.2%

Total return

-25.2%

Start / end P/E

1659.8x → 1016.3x

EPS bridge

0.16 → 0.19

Residual

-6.1%

EPS growth+15.9%
Multiple rerating-38.8%
Dividend+3.8%
Residual / FX / buybacks / cross-term-6.1%

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.