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v0.1
SMCRT.ST$16.00-1.60%
Fair $16.00+0.0%

SMCRT.ST

SmartCraft Group AB (publ)

Technology / Software - ApplicationStockholm

$16.00

-0.26 (-1.60%)

Fairly Valued+0.0%Fair Value $16.00Fund rank 39/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $95.7M · quality 84.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

34/100

D

Piotroski

5/9

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 · SMCRT.STLocal privado en este navegador · SmartCraft Group AB (publ)
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

$2.6B

P/E

33.3x

↑

EV/EBITDA

15.3x

↑

ROE

8.7%

↑

Gross Margin

62.1%

↑

Debt/Equity

0.03

↓
52-Week Range$16
$13$30

TradingView lightweight chart

SMCRT.ST price, volumen y niveles de valoración

Último $16.00Periodo -19.6%
Fair value: $16.00

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

+13.0%

FCF CAGR

-1.9%

FCF margin

17.8%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $511.4M · net income $76.4M · FCF $91.3M

2022-FY → 2025-FY

Gross margin

62.1%+0.2% pts

Operating margin

19.6%-11.2% pts

Net margin

14.9%-5.5% pts

FCF margin

17.8%-9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$511.4M$511.4M$497.1M$394.7M$354.9M
Net Income$76.4M$76.4M$103.1M$105.8M$72.5M
EBITDA$166.8M$166.8M$183.7M$170.6M$125.5M
EPS0.460.460.610.620.43
Gross Margin62.1%62.1%62.2%64.4%61.9%
Operating Margin19.6%19.6%27.6%32.5%30.7%
Net Margin14.9%14.9%20.7%26.8%20.4%
Balance Sheet
Debt/Equity0.030.030.040.030.02
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$91.3M$91.3M$123.4M$95.7M$96.6M
Returns
ROE8.7%8.7%11.5%12.8%9.0%
Valuation
P/E33.3333.3348.1236.6748.85
EV/EBITDA15.3015.3026.5021.5426.94
P/B3.013.015.524.674.41
Growth & Yield
Revenue Growth2.9%2.9%25.9%11.2%—
EPS Growth-25.4%-25.4%-1.0%45.4%—

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

45.9%

muy exigente

EPS terminal req.

$1.42

Spread vs growth

-71.2%

5Y implied EPS CAGR

30.3%

muy exigente

EPS terminal req.

$1.72

Spread vs growth

-55.7%

10Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$2.77

Spread vs growth

-45.1%

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 -31.9%

Total return

-31.9%

Start / end P/E

38.3x → 35.0x

EPS bridge

0.61 → 0.46

Residual

+2.2%

EPS growth-25.4%
Multiple rerating-8.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.2%

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.