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SELER.PA$87.00+0.00%
Fair $87.00+0.0%

SELER.PA

Selectirente

Real Estate / REIT - RetailParis

$87.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $87.00Fund rank 38/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
Declining Revenue

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 21.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

40/100

C

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 2 consecutive years
Thesis & Journal · SELER.PALocal privado en este navegador · Selectirente
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

$362M

P/E

13.5x

↑

EV/EBITDA

15.7x

↑

ROE

7.1%

↑

Gross Margin

69.2%

↑

Debt/Equity

0.59

↓
52-Week Range$87
$78$87

TradingView lightweight chart

SELER.PA price, volumen y niveles de valoración

Último $87.00Periodo +102.3%
Fair value: $87.00

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

+4.5%

FCF CAGR

+2.5%

FCF margin

60.5%

FCF / Net income

0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.6M · net income $26.9M · FCF $21.5M

2022-FY → 2025-FY

Gross margin

69.2%-15.5% pts

Operating margin

69.2%+38.9% pts

Net margin

75.7%+31.5% pts

FCF margin

60.5%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.6M$35.6M$35.6M$36.4M$31.1M
Net Income$26.9M$26.9M$28.6M$13.2M$13.8M
EBITDA$35.3M$35.3M$40.1M$24.2M$30.5M
EPS6.456.456.853.163.30
Gross Margin69.2%69.2%67.8%71.0%84.8%
Operating Margin69.2%69.2%67.8%71.0%30.3%
Net Margin75.7%75.7%80.3%36.3%44.2%
Balance Sheet
Debt/Equity0.590.590.550.590.67
Current Ratio2.792.79———
Cash Flow
Free Cash Flow$21.5M$21.5M$22.7M$26.9M$20.0M
Returns
ROE7.1%7.1%7.7%3.6%3.6%
Valuation
P/E13.4913.4912.2629.4330.61
EV/EBITDA15.6715.6713.6524.7221.47
P/B0.950.950.941.051.11
Growth & Yield
Revenue Growth-0.1%-0.1%-2.1%16.8%—
EPS Growth-5.8%-5.8%116.8%-4.2%—
Dividend Yield4.8%4.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$7.72

Spread vs growth

-12.0%

5Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$9.34

Spread vs growth

-13.5%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$15.04

Spread vs growth

-14.7%

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 +6.6%

Total return

+6.6%

Start / end P/E

12.5x → 13.5x

EPS bridge

6.85 → 6.45

Residual

-0.5%

EPS growth-5.8%
Multiple rerating+8.1%
Dividend+4.8%
Residual / FX / buybacks / cross-term-0.5%

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.