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SCHP.PA$84.80+0.95%
Fair $84.80+0.0%

SCHP.PA

Séché Environnement SA

Industrials / Waste ManagementParis

$84.80

+0.80 (+0.95%)

Fairly Valued+0.0%Fair Value $84.80Fund rank 32/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
High DebtMargin 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $95.5M · quality 57.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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: 2unknown: 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. Debt-to-Equity ratio is 2.79, above the 2.0 threshold Operating margin has declined for 3 consecutive years
Thesis & Journal · SCHP.PALocal privado en este navegador · Séché Environnement SA
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

$658M

P/E

30.6x

↑

EV/EBITDA

7.1x

↓

ROE

9.8%

↑

Gross Margin

87.1%

↑

Debt/Equity

2.79

↑
52-Week Range$85
$56$106

TradingView lightweight chart

SCHP.PA price, volumen y niveles de valoración

Último $84.80Periodo +63.1%
Fair value: $84.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+14.6%

FCF CAGR

+30.3%

FCF margin

9.8%

FCF / Net income

3.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $35.5M · FCF $116.5M

2021-FY → 2024-FY

Gross margin

87.1%-0.5% pts

Operating margin

10.0%-0.6% pts

Net margin

3.0%-0.6% pts

FCF margin

9.8%+3.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.19B$1.19B$1.09B$972.7M$790.1M
Net Income$35.5M$35.5M$47.8M$44.6M$28.4M
EBITDA$211.0M$211.0M$196.7M$182.0M$148.9M
EPS4.574.576.135.723.64
Gross Margin87.1%87.1%86.5%85.5%87.6%
Operating Margin10.0%10.0%10.5%10.5%10.6%
Net Margin3.0%3.0%4.4%4.6%3.6%
Balance Sheet
Debt/Equity2.792.792.362.382.49
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$116.5M$116.5M$95.5M$48.3M$52.7M
Returns
ROE9.8%9.8%14.1%14.4%10.5%
Valuation
P/E30.6130.6117.6815.2618.21
EV/EBITDA7.137.137.547.116.83
P/B1.811.812.502.201.92
Growth & Yield
Revenue Growth9.3%9.3%11.9%23.1%—
EPS Growth-25.4%-25.4%7.2%57.1%—
Dividend Yield1.4%1.4%———

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

18.1%

exigente

EPS terminal req.

$7.52

Spread vs growth

-43.5%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$9.10

Spread vs growth

-40.2%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$14.66

Spread vs growth

-37.8%

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 -3.0%

Total return

-3.0%

Start / end P/E

14.5x → 18.6x

EPS bridge

6.13 → 4.57

Residual

-7.2%

EPS growth-25.4%
Multiple rerating+28.2%
Dividend+1.4%
Residual / FX / buybacks / cross-term-7.2%

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.