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REVO.MI$22.20-1.11%
Fair $22.20+0.0%

REVO.MI

REVO Insurance S.p.A.

Financial Services / Insurance - Property & CasualtyMilan

$22.20

-0.25 (-1.11%)

Fairly Valued+0.0%Fair Value $22.20Fund rank 34/100 · Data gapFallback financials|
SA 28/D
F-Score: 5/9

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 25.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

28/100

D

Piotroski

5/9

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 · REVO.MILocal privado en este navegador · REVO Insurance 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

$638M

P/E

26.1x

↑

EV/EBITDA

N/A

•

ROE

8.5%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$22
$15$26

TradingView lightweight chart

REVO.MI price, volumen y niveles de valoración

Último $22.20Periodo +158.1%
Fair value: $22.20

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

+63.9%

FCF CAGR

+10.3%

FCF margin

6.5%

FCF / Net income

1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $415.9M · net income $22.4M · FCF $27.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

5.4%-1.2% pts

FCF margin

6.5%-14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$415.9M$415.9M$313.3M$220.4M$94.4M
Net Income$22.4M$22.4M$18.6M$10.6M$6.2M
EPS——0.790.440.25
Net Margin5.4%5.4%5.9%4.8%6.6%
Balance Sheet
Current Ratio0.890.89———
Cash Flow
Free Cash Flow$27.2M$27.2M$38.1M$42.2M$20.3M
Returns
ROE8.5%8.5%7.6%4.7%2.9%
Valuation
P/E26.1226.1215.6318.9033.16
P/B2.422.421.190.880.95
Growth & Yield
Revenue Growth32.7%32.7%42.1%133.4%—
EPS Growth——77.1%75.7%—
Dividend Yield1.2%1.2%———

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 +38.6%

Total return

+38.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.79 → n/d

Residual

+37.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+37.4%

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.