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v0.1
SLL.DE$33.70-0.88%
Fair $33.70+0.0%

SLL.DE

SBO AG

Energy / Oil & Gas Equipment & ServicesXETRA

$33.70

-0.30 (-0.88%)

Fairly Valued+0.0%Fair Value $33.70Fund rank 32/100 · Data gapFallback financials|
SA 30/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $49.0M · quality 63.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

30/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · SLL.DELocal privado en este navegador · SBO AG
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

$531M

P/E

50.3x

↑

EV/EBITDA

7.9x

↑

ROE

5.6%

↑

Gross Margin

28.7%

↑

Debt/Equity

0.89

↑
52-Week Range$34
$26$38

TradingView lightweight chart

SLL.DE price, volumen y niveles de valoración

Último $33.70Periodo +381.4%
Fair value: $33.70

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

-3.2%

FCF CAGR

+1.6%

FCF margin

4.9%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $455.3M · net income $23.6M · FCF $22.4M

2022-FY → 2025-FY

Gross margin

28.7%-5.0% pts

Operating margin

8.0%-9.8% pts

Net margin

5.2%-9.8% pts

FCF margin

4.9%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$455.3M$455.3M$560.4M$585.9M$501.2M
Net Income$23.6M$23.6M$45.3M$71.6M$75.2M
EBITDA$79.4M$79.4M$107.7M$131.8M$130.7M
EPS1.501.502.884.554.78
Gross Margin28.7%28.7%30.4%34.6%33.7%
Operating Margin8.0%8.0%12.7%18.5%17.9%
Net Margin5.2%5.2%8.1%12.2%15.0%
Balance Sheet
Debt/Equity0.890.890.770.590.62
Current Ratio3.213.21———
Cash Flow
Free Cash Flow$22.4M$22.4M$63.9M$49.0M$21.4M
Returns
ROE5.6%5.6%9.2%16.0%17.7%
Valuation
P/E50.3050.3011.209.6812.26
EV/EBITDA7.897.895.346.036.86
P/B1.261.261.031.552.17
Growth & Yield
Revenue Growth-18.8%-18.8%-4.3%16.9%—
EPS Growth-47.9%-47.9%-36.7%-4.8%—
Dividend Yield2.2%2.2%———

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

25.9%

muy exigente

EPS terminal req.

$2.99

Spread vs growth

-73.8%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$3.62

Spread vs growth

-67.2%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$5.83

Spread vs growth

-62.5%

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 +12.2%

Total return

+12.2%

Start / end P/E

10.6x → 22.5x

EPS bridge

2.88 → 1.50

Residual

-53.2%

EPS growth-47.9%
Multiple rerating+111.1%
Dividend+2.2%
Residual / FX / buybacks / cross-term-53.2%

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.