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v0.1
SLYG.DE$61.20+0.33%
Fair $61.20+0.0%

SLYG.DE

Shelly Group SE

Industrials / ConglomeratesXETRA

$61.20

+0.20 (+0.33%)

Fairly Valued+0.0%Fair Value $61.20Fund rank 26/100 · Data gapFallback financials|
SA 60/B
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 18%

FCF escenarios

weak_data · normalized FCF $1.2M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

60/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · SLYG.DELocal privado en este navegador · Shelly Group SE
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

$1.1B

P/E

41.4x

↑

EV/EBITDA

36.0x

↑

ROE

23.4%

↑

Gross Margin

57.8%

↑

Debt/Equity

0.08

↓
52-Week Range$61
$44$72

TradingView lightweight chart

SLYG.DE price, volumen y niveles de valoración

Último $61.20Periodo +72.4%
Fair value: $61.20

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

+46.7%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $149.2M · net income $25.0M · FCF $1.2M

2022-FY → 2025-FY

Gross margin

57.8%+7.5% pts

Operating margin

22.8%-1.0% pts

Net margin

16.8%-2.0% pts

FCF margin

0.8%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$149.2M$149.2M$106.3M$74.6M$47.2M
Net Income$25.0M$25.0M$22.9M$17.1M$8.8M
EBITDA$30.7M$30.7M$26.3M$19.5M$10.6M
EPS1.381.381.270.930.49
Gross Margin57.8%57.8%59.3%57.1%50.3%
Operating Margin22.8%22.8%23.6%28.7%23.8%
Net Margin16.8%16.8%21.5%22.9%18.7%
Balance Sheet
Debt/Equity0.080.080.080.020.03
Current Ratio5.935.93———
Cash Flow
Free Cash Flow$1.2M$1.2M$-1.1M$5.2M$-965195.17
Returns
ROE23.4%23.4%30.1%30.4%22.0%
Valuation
P/E41.3541.3527.50——
EV/EBITDA36.0336.0323.62——
P/B10.4010.408.28——
Growth & Yield
Revenue Growth40.3%40.3%42.6%57.9%—
EPS Growth9.0%9.0%35.9%89.5%—
Dividend Yield0.2%0.2%———

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

57.9%

muy exigente

EPS terminal req.

$5.43

Spread vs growth

-48.9%

5Y implied EPS CAGR

36.6%

muy exigente

EPS terminal req.

$6.57

Spread vs growth

-27.7%

10Y implied EPS CAGR

22.6%

exigente

EPS terminal req.

$10.58

Spread vs growth

-13.6%

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 +24.3%

Total return

+24.3%

Start / end P/E

39.0x → 44.4x

EPS bridge

1.27 → 1.38

Residual

+1.2%

EPS growth+9.0%
Multiple rerating+13.9%
Dividend+0.2%
Residual / FX / buybacks / cross-term+1.2%

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.