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RNWH.L$876.00+1.34%
Fair $876.00+0.0%

RNWH.L

Renew Holdings plc

Industrials / Engineering & ConstructionLSE

$876.00

+12.00 (+1.34%)

Fairly Valued+0.0%Fair Value $876.00Fund rank 38/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9
Margin 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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $48.4M · quality 82.0/100

Data gap 38/100
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

57/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · RNWH.LLocal privado en este navegador · Renew Holdings 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

$693M

P/E

15.1x

↓

EV/EBITDA

846.0x

↑

ROE

20.2%

↑

Gross Margin

14.9%

↓

Debt/Equity

0.12

↓
52-Week Range$876
$772$978

TradingView lightweight chart

RNWH.L price, volumen y niveles de valoración

Último $905.00Periodo +4209.5%
Fair value: $876.00

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

+9.8%

FCF CAGR

+0.3%

FCF margin

4.9%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.08B · net income $48.8M · FCF $52.6M

2022-FY → 2025-FY

Gross margin

14.9%-0.1% pts

Operating margin

5.6%-1.5% pts

Net margin

4.5%-0.1% pts

FCF margin

4.9%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.08B$1.08B$1.01B$848.2M$816.3M
Net Income$48.8M$48.8M$41.6M$43.4M$37.7M
EBITDA$82.0M$82.0M$80.1M$74.5M$63.6M
EPS0.620.620.530.550.48
Gross Margin14.9%14.9%14.0%15.2%15.1%
Operating Margin5.6%5.6%6.1%6.8%7.2%
Net Margin4.5%4.5%4.1%5.1%4.6%
Balance Sheet
Debt/Equity0.120.120.370.100.15
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$52.6M$52.6M$38.3M$48.4M$52.1M
Returns
ROE20.2%20.2%20.1%24.2%25.3%
Valuation
P/E15.1015.102132.931271.471233.19
EV/EBITDA846.00846.001106.85740.00730.29
P/B287.59287.59429.60307.47312.40
Growth & Yield
Revenue Growth7.1%7.1%19.0%3.9%—
EPS Growth17.4%17.4%-4.1%15.0%—
Dividend Yield2.3%2.3%———

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

401.4%

muy exigente

EPS terminal req.

$77.73

Spread vs growth

-384.0%

5Y implied EPS CAGR

173.3%

muy exigente

EPS terminal req.

$94.05

Spread vs growth

-155.9%

10Y implied EPS CAGR

73.4%

muy exigente

EPS terminal req.

$151.47

Spread vs growth

-56.0%

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 +12.8%

Total return

+12.8%

Start / end P/E

1559.7x → 1467.7x

EPS bridge

0.53 → 0.62

Residual

-1.0%

EPS growth+17.4%
Multiple rerating-5.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term-1.0%

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.