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Recent

v0.1
SEC.L$376.50-0.27%
Fair $376.50+0.0%

SEC.L

Strategic Equity Capital Ord

Unknown / UnknownLSE

$376.50

-1.00 (-0.27%)

Fairly Valued+0.0%Fair Value $376.50Fund rank 23/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $15.0M · quality 29.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SEC.LLocal privado en este navegador · Strategic Equity Capital Ord
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

$129M

P/E

9.9x

↑

EV/EBITDA

N/A

•

ROE

14.1%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$377
$327$415

TradingView lightweight chart

SEC.L price, volumen y niveles de valoración

Último $375.50Periodo +271.8%
Fair value: $376.50

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

-27.1%

FCF CAGR

—

FCF margin

54.4%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.6M · net income $26.8M · FCF $15.0M

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

97.3%-1.8% pts

FCF margin

54.4%+62.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$27.6M$27.6M$13.2M$-19.2M$71.3M
Net Income$26.8M$26.8M$12.4M$-20.3M$70.6M
EPS0.550.550.24-0.331.12
Net Margin97.3%97.3%93.9%105.9%99.1%
Cash Flow
Free Cash Flow$15.0M$15.0M$2.2M$34.9M$-5.5M
Returns
ROE14.1%14.1%7.3%-11.6%31.9%
Valuation
P/E9.919.911282.85—267.12
P/B96.6896.6893.6798.3985.13
Growth & Yield
Revenue Growth108.4%108.4%169.1%-126.9%—
EPS Growth129.4%129.4%172.4%-129.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

293.1%

muy exigente

EPS terminal req.

$33.41

Spread vs growth

-163.7%

5Y implied EPS CAGR

136.2%

muy exigente

EPS terminal req.

$40.42

Spread vs growth

-6.8%

10Y implied EPS CAGR

61.2%

muy exigente

EPS terminal req.

$65.10

Spread vs growth

68.2%

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 +14.2%

Total return

+14.2%

Start / end P/E

1368.4x → 681.0x

EPS bridge

0.24 → 0.55

Residual

-65.0%

EPS growth+129.4%
Multiple rerating-50.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-65.0%

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.