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v0.1
SERI.MI$3.83+13.13%
Fair $3.83+0.0%

SERI.MI

Seri Industrial S.p.A.

Utilities / Utilities - RenewableMilan

$3.83

+0.44 (+13.13%)

Fairly Valued+0.0%Fair Value $3.83Fund rank 19/100 · Data gapFallback financials|
SA 54/C
F-Score: 2/9

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 14%

FCF escenarios

weak_data · normalized FCF $-67.4M · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

54/100

C

Piotroski

2/9

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 · SERI.MILocal privado en este navegador · Seri Industrial 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

$207M

P/E

13.2x

↓

EV/EBITDA

6.8x

↓

ROE

8.4%

↑

Gross Margin

44.7%

↑

Debt/Equity

1.58

↑
52-Week Range$4
$2$4

TradingView lightweight chart

SERI.MI price, volumen y niveles de valoración

Último $3.835Periodo -100.0%
Fair value: $3.835

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

+17.7%

FCF CAGR

—

FCF margin

-44.9%

FCF / Net income

-8.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $279.0M · net income $14.2M · FCF $-125.1M

2022-FY → 2025-FY

Gross margin

44.7%-0.9% pts

Operating margin

-4.3%-2.4% pts

Net margin

5.1%+7.7% pts

FCF margin

-44.9%-30.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$279.0M$279.0M$201.5M$166.3M$171.3M
Net Income$14.2M$14.2M$25.1M$-12.0M$-4.4M
EBITDA$63.2M$63.2M$67.4M$18.8M$18.8M
EPS0.250.250.45-0.12-0.09
Gross Margin44.7%44.7%45.6%49.6%45.5%
Operating Margin-4.3%-4.3%-9.8%-5.1%-1.9%
Net Margin5.1%5.1%12.5%-7.2%-2.6%
Balance Sheet
Debt/Equity1.581.580.931.000.90
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$-125.1M$-125.1M$-67.4M$51.9M$-24.3M
Returns
ROE8.4%8.4%16.3%-9.2%-3.1%
Valuation
P/E13.2213.225.76——
EV/EBITDA6.786.783.4912.9424.69
P/B1.231.230.901.362.51
Growth & Yield
Revenue Growth38.4%38.4%21.2%-2.9%—
EPS Growth-43.3%-43.3%480.8%-29.1%—

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

10.5%

razonable

EPS terminal req.

$0.34

Spread vs growth

-53.8%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$0.41

Spread vs growth

-53.6%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$0.66

Spread vs growth

-53.4%

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 +86.6%

Total return

+86.6%

Start / end P/E

4.6x → 15.2x

EPS bridge

0.45 → 0.25

Residual

-99.2%

EPS growth-43.3%
Multiple rerating+229.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-99.2%

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.