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v0.1
SCM.MI$4.60+0.00%
Fair $4.60+0.0%

SCM.MI

Solutions Capital Management SIM S.p.A.

Financial Services / Capital MarketsMilan

$4.60

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.60Fund rank 29/100 · Data gapFallback financials|
SA 33/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 0.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

33/100

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 · SCM.MILocal privado en este navegador · Solutions Capital Management SIM 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

$13M

P/E

115.0x

↑

EV/EBITDA

12.1x

↓

ROE

13.0%

↑

Gross Margin

39.5%

↓

Debt/Equity

0.56

↑
52-Week Range$5
$5$5

TradingView lightweight chart

SCM.MI price, volumen y niveles de valoración

Último $4.600Periodo +0.0%
Fair value: $4.600

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

+15.7%

FCF CAGR

—

FCF margin

8.6%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.8M · net income $415468.0 · FCF $843499.0

2021-FY → 2024-FY

Gross margin

39.5%-3.0% pts

Operating margin

5.9%+8.1% pts

Net margin

4.2%+8.5% pts

FCF margin

8.6%+12.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$9.8M$9.8M$7.8M$6.2M$6.3M
Net Income$415468.00$415468.00$-260922.00$-796059.00$-271199.00
EBITDA$889385.00$889385.00$91914.00$-411452.00$93135.00
EPS0.190.19-0.12-0.40-0.14
Gross Margin39.5%39.5%37.8%41.3%42.5%
Operating Margin5.9%5.9%-2.3%-10.2%-2.2%
Net Margin4.2%4.2%-3.4%-12.8%-4.3%
Balance Sheet
Debt/Equity0.560.560.540.680.48
Cash Flow
Free Cash Flow$843499.00$843499.00$-746611.00$-246828.00$-229792.00
Returns
ROE13.0%13.0%-9.4%-36.0%-9.1%
Valuation
P/E115.00115.00———
EV/EBITDA12.1412.14———
P/B3.223.22———
Growth & Yield
Revenue Growth26.3%26.3%24.8%-1.8%—
EPS Growth259.2%259.2%70.6%-193.5%—

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

30.0%

muy exigente

EPS terminal req.

$0.41

Spread vs growth

229.3%

5Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$0.49

Spread vs growth

237.7%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$0.80

Spread vs growth

243.6%

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 · available periodreconcilia total +0.0%

Total return

+0.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.12 → 0.19

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.