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POLN.L$836.00+0.47%
Fair $836.00+0.0%

POLN.L

Pollen Street Group Limited

Financial Services / Asset ManagementLSE

$836.00

+4.00 (+0.47%)

Fairly Valued+0.0%Fair Value $836.00Fund rank 37/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 31.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

45/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · POLN.LLocal privado en este navegador · Pollen Street Group 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

$497M

P/E

8.9x

↓

EV/EBITDA

N/A

•

ROE

9.5%

↑

Gross Margin

N/A

•

Debt/Equity

0.34

↑
52-Week Range$836
$690$972

TradingView lightweight chart

POLN.L price, volumen y niveles de valoración

Último $858.00Periodo -12.6%
Fair value: $836.00

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

+32.5%

FCF CAGR

-12.4%

FCF margin

39.4%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $118.5M · net income $56.6M · FCF $46.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

47.7%-4.0% pts

FCF margin

39.4%-96.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$118.5M$118.5M$102.1M$85.0M$51.0M
Net Income$56.6M$56.6M$49.6M$39.9M$26.4M
EPS——0.790.630.62
Net Margin47.7%47.7%48.6%47.0%51.7%
Balance Sheet
Debt/Equity0.340.340.330.370.47
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$46.7M$46.7M$84.4M$102.7M$69.4M
Returns
ROE9.5%9.5%8.6%6.9%4.6%
Valuation
P/E8.898.89928.931001.59885.67
P/B84.2384.2379.5769.4840.42
Growth & Yield
Revenue Growth16.1%16.1%20.1%66.7%—
EPS Growth——25.3%1.3%—
Dividend Yield6.8%6.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +17.9%

Total return

+17.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.79 → n/d

Residual

+11.1%

EPS growthn/d
Multiple reratingn/d
Dividend+6.8%
Residual / FX / buybacks / cross-term+11.1%

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.