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SBRY.L$300.70+1.48%
Fair $300.70+0.0%

SBRY.L

J Sainsbury plc

Consumer Defensive / Grocery StoresLSE

$300.70

+4.40 (+1.48%)

Fairly Valued+0.0%Fair Value $300.70Fund rank 33/100 · Data gapFallback financials|
SA 29/D
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $548.0M · quality 60.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.6%, below the 5% threshold
Thesis & Journal · SBRY.LLocal privado en este navegador · J Sainsbury 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

$6.7B

P/E

16.7x

↑

EV/EBITDA

321.5x

↑

ROE

3.6%

↓

Gross Margin

6.8%

↓

Debt/Equity

0.99

↑
52-Week Range$301
$273$371

TradingView lightweight chart

SBRY.L price, volumen y niveles de valoración

Último $300.70Periodo -23.4%
Fair value: $300.70

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

+3.2%

FCF CAGR

+17.4%

FCF margin

1.5%

FCF / Net income

2.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.81B · net income $242.0M · FCF $505.0M

2022-FY → 2025-FY

Gross margin

6.8%-1.1% pts

Operating margin

2.9%-1.0% pts

Net margin

0.7%-1.5% pts

FCF margin

1.5%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.81B$32.81B$32.24B$31.49B$29.89B
Net Income$242.0M$242.0M$137.0M$207.0M$677.0M
EBITDA$2.17B$2.17B$1.97B$1.84B$2.40B
EPS——0.060.090.29
Gross Margin6.8%6.8%6.5%6.4%7.9%
Operating Margin2.9%2.9%2.5%1.8%3.9%
Net Margin0.7%0.7%0.4%0.7%2.3%
Balance Sheet
Debt/Equity0.990.990.950.990.88
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$505.0M$505.0M$548.0M$1.42B$312.0M
Returns
ROE3.6%3.6%2.0%2.9%8.0%
Valuation
P/E16.7116.714389.473004.55863.54
EV/EBITDA321.48321.48305.90340.43246.88
P/B104.41104.4187.2185.7569.42
Growth & Yield
Revenue Growth1.8%1.8%2.4%5.3%—
EPS Growth——-35.2%-69.4%—
Dividend Yield4.6%4.6%———

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 +9.3%

Total return

+9.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

+4.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+4.7%

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.