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SEFER.PA$7.18-0.83%
Fair $7.18+0.0%

SEFER.PA

SergeFerrari Group SA

Industrials / Building Products & EquipmentParis

$7.18

-0.06 (-0.83%)

Fairly Valued+0.0%Fair Value $7.18Fund rank 28/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9
Declining RevenueLow 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $13.8M · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

38/100

D

Piotroski

3/9

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. Revenue has declined for 2 consecutive years ROE is -14.7%, below the 5% threshold
Thesis & Journal · SEFER.PALocal privado en este navegador · SergeFerrari Group 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

$82M

P/E

65.3x

↑

EV/EBITDA

10.5x

↑

ROE

-14.7%

↓

Gross Margin

49.2%

↑

Debt/Equity

1.43

↑
52-Week Range$7
$5$9

TradingView lightweight chart

SEFER.PA price, volumen y niveles de valoración

Último $7.180Periodo -40.8%
Fair value: $7.180

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

+4.2%

FCF CAGR

-5.8%

FCF margin

7.3%

FCF / Net income

-1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $323.6M · net income $-15.2M · FCF $23.8M

2021-FY → 2024-FY

Gross margin

49.2%-7.2% pts

Operating margin

3.6%-3.2% pts

Net margin

-4.7%-8.3% pts

FCF margin

7.3%-2.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$323.6M$323.6M$327.6M$338.7M$285.9M
Net Income$-15.2M$-15.2M$4.7M$15.5M$10.2M
EBITDA$19.9M$19.9M$32.5M$44.4M$36.1M
EPS-1.31-1.310.401.300.86
Gross Margin49.2%49.2%49.4%52.3%56.5%
Operating Margin3.6%3.6%3.4%7.6%6.8%
Net Margin-4.7%-4.7%1.4%4.6%3.6%
Balance Sheet
Debt/Equity1.431.431.330.990.93
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$23.8M$23.8M$13.8M$-3.8M$28.4M
Returns
ROE-14.7%-14.7%4.0%12.9%9.3%
Valuation
P/E65.2765.2719.129.0015.21
EV/EBITDA10.4910.496.715.075.80
P/B0.810.810.761.161.42
Growth & Yield
Revenue Growth-1.2%-1.2%-3.3%18.5%—
EPS Growth-429.5%-429.5%-69.4%51.2%—
Dividend Yield1.8%1.8%———

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 +38.3%

Total return

+38.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.40 → -1.31

Residual

+36.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+36.5%

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.