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v0.1
SFER.MI$9.25-2.12%
Fair $9.25+0.0%

SFER.MI

Salvatore Ferragamo S.p.A.

Consumer Cyclical / Luxury GoodsMilan

$9.25

-0.20 (-2.12%)

Fairly Valued+0.0%Fair Value $9.25Fund rank 30/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $99.9M · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

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: 3unknown: 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 Operating margin has declined for 3 consecutive years ROE is -11.0%, below the 5% threshold
Thesis & Journal · SFER.MILocal privado en este navegador · Salvatore Ferragamo 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

$1.5B

P/E

N/A

•

EV/EBITDA

16.0x

↑

ROE

-11.0%

↓

Gross Margin

71.5%

↑

Debt/Equity

1.28

↑
52-Week Range$9
$4$10

TradingView lightweight chart

SFER.MI price, volumen y niveles de valoración

Último $9.250Periodo -7.0%
Fair value: $9.250

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

-3.0%

FCF CAGR

-33.0%

FCF margin

9.6%

FCF / Net income

-1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04B · net income $-68.1M · FCF $99.9M

2021-FY → 2024-FY

Gross margin

71.5%+2.7% pts

Operating margin

-6.8%-17.2% pts

Net margin

-6.6%-13.5% pts

FCF margin

9.6%-19.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.04B$1.04B$1.16B$1.25B$1.14B
Net Income$-68.1M$-68.1M$26.1M$69.6M$78.6M
EBITDA$130.5M$130.5M$248.7M$288.2M$301.2M
EPS-0.41-0.410.160.420.47
Gross Margin71.5%71.5%72.6%72.0%68.8%
Operating Margin-6.8%-6.8%4.7%8.9%10.4%
Net Margin-6.6%-6.6%2.3%5.6%6.9%
Balance Sheet
Debt/Equity1.281.281.100.800.96
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$99.9M$99.9M$45.8M$211.2M$331.6M
Returns
ROE-11.0%-11.0%3.6%9.3%10.3%
Valuation
P/E——74.1441.1248.76
EV/EBITDA15.9715.979.8510.6813.49
P/B2.472.472.673.815.02
Growth & Yield
Revenue Growth-10.5%-10.5%-7.6%10.2%—
EPS Growth-361.8%-361.8%-62.5%-10.3%—

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 +65.2%

Total return

+65.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.16 → -0.41

Residual

+65.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+65.2%

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.