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SAFE.L$642.00+2.15%
Fair $642.00+0.0%

SAFE.L

Safestore Holdings Plc

Real Estate / REIT - IndustrialLSE

$642.00

+13.50 (+2.15%)

Fairly Valued+0.0%Fair Value $642.00Fund rank 25/100 · Data gapFallback financials|
SA 29/D
F-Score: 2/9
Low 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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 54.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

29/100

D

Piotroski

2/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 4.9%, below the 5% threshold
Thesis & Journal · SAFE.LLocal privado en este navegador · Safestore 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

$1.4B

P/E

12.6x

↑

EV/EBITDA

888.7x

↑

ROE

4.9%

↑

Gross Margin

65.9%

↑

Debt/Equity

0.47

↓
52-Week Range$642
$605$850

TradingView lightweight chart

SAFE.L price, volumen y niveles de valoración

Último $642.00Periodo +170.9%
Fair value: $642.00

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

+3.3%

FCF CAGR

—

FCF margin

-4.0%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $234.3M · net income $111.1M · FCF $-9.3M

2022-FY → 2025-FY

Gross margin

65.9%-4.5% pts

Operating margin

57.4%-0.2% pts

Net margin

47.4%-170.4% pts

FCF margin

-4.0%-10.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$234.3M$234.3M$223.4M$224.2M$212.5M
Net Income$111.1M$111.1M$372.3M$200.2M$462.9M
EBITDA$159.9M$159.9M$425.8M$229.5M$516.7M
EPS0.510.511.700.922.12
Gross Margin65.9%65.9%67.0%68.8%70.4%
Operating Margin57.4%57.4%59.8%60.9%57.6%
Net Margin47.4%47.4%166.7%89.3%217.8%
Balance Sheet
Debt/Equity0.470.470.420.430.40
Current Ratio0.270.27———
Cash Flow
Free Cash Flow$-9.3M$-9.3M$-24.2M$-23.9M$13.6M
Returns
ROE4.9%4.9%16.7%10.3%25.8%
Valuation
P/E12.5912.59474.43822.44424.44
EV/EBITDA888.72888.72416.98721.03381.53
P/B61.6461.6479.3385.09109.53
Growth & Yield
Revenue Growth4.9%4.9%-0.4%5.5%—
EPS Growth-70.3%-70.3%85.3%-56.8%—
Dividend Yield4.9%4.9%———

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

382.9%

muy exigente

EPS terminal req.

$56.97

Spread vs growth

-453.1%

5Y implied EPS CAGR

167.2%

muy exigente

EPS terminal req.

$68.93

Spread vs growth

-237.5%

10Y implied EPS CAGR

71.4%

muy exigente

EPS terminal req.

$111.01

Spread vs growth

-141.7%

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 +7.1%

Total return

+7.1%

Start / end P/E

369.2x → 1268.8x

EPS bridge

1.70 → 0.51

Residual

-171.2%

EPS growth-70.3%
Multiple rerating+243.7%
Dividend+4.9%
Residual / FX / buybacks / cross-term-171.2%

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.