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v0.1
SMID$32.43+1.19%
Fair $32.43+0.0%

SMID

Smith-Midland Corporation

Basic Materials / Building MaterialsNasdaqCM

$32.43

+0.38 (+1.19%)

Fairly Valued+0.0%Fair Value $32.43Fund rank 28/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.7M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

53/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 15Warnings: 0unknown: 15
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.
Thesis & Journal · SMIDLocal privado en este navegador · Smith-Midland Corporation
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

$172M

P/E

13.7x

↓

EV/EBITDA

8.2x

↓

ROE

23.0%

↑

Gross Margin

27.9%

↑

Debt/Equity

0.08

↓
52-Week Range$32
$26$44

TradingView lightweight chart

SMID price, volumen y niveles de valoración

Último $32.43Periodo +5088.8%
Fair value: $32.43

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2011–2025 · 14 años de histórico normalizado

Revenue CAGR

+9.4%

FCF CAGR

—

FCF margin

5.3%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $93.4M · net income $12.5M · FCF $5.0M

2011-FY → 2025-FY

Gross margin

27.9%+10.6% pts

Operating margin

18.2%+19.6% pts

Net margin

13.4%+14.7% pts

FCF margin

5.3%+8.4% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Income Statement
Revenue$93.4M$93.4M$78.5M$59.6M$50.1M$50.6M$43.9M$46.7M$40.2M$41.7M$40.0M$29.2M$22.5M$27.7M$24.9M$26.7M
Net Income$12.5M$12.5M$7.7M$795000.00$800000.00$7.6M$2.7M$1.9M$1.7M$2.7M$2.8M$1.0M$-804838.00$691502.00$376691.00$-351680.00
EBITDA$20.1M$20.1M$12.7M$4.0M$4.1M$8.8M$6.2M$4.3M$3.5M$4.6M$5.2M$2.2M$-558292.00$1.9M$1.4M$347996.00
EPS——1.450.150.151.450.510.380.330.530.560.21-0.160.140.08-0.07
Gross Margin27.9%27.9%25.5%17.9%18.9%28.5%25.2%21.4%26.1%27.5%25.8%24.3%17.1%23.7%21.9%17.2%
Operating Margin18.2%18.2%12.6%1.9%1.7%12.2%8.6%5.5%5.5%8.9%10.8%5.4%-5.3%4.6%2.8%-1.4%
Net Margin13.4%13.4%9.8%1.3%1.6%14.9%6.1%4.2%4.2%6.4%7.1%3.6%-3.6%2.5%1.5%-1.3%
Balance Sheet
Debt/Equity0.080.080.120.170.20———————————
Current Ratio3.403.40——————————————
Cash Flow
Free Cash Flow$5.0M$5.0M$-1.0M$2.7M$-9.1M$3.8M$4.9M$-581000.00$3.2M$185000.00$250000.00$-1.6M$960525.00$-88763.00$2.8M$-825841.00
Returns
ROE23.0%23.0%18.4%2.3%2.4%23.8%11.3%9.4%8.9%15.6%19.9%9.2%-7.7%6.1%3.5%-3.3%
Valuation
P/E13.7413.7430.50276.33135.67———————————
EV/EBITDA8.188.1818.2154.3026.10———————————
P/B3.173.175.606.423.23———————————
Growth & Yield
Revenue Growth19.0%19.0%31.8%18.8%—15.5%-6.1%16.1%-3.6%4.2%37.1%30.0%-18.9%11.3%-6.8%—
EPS Growth——866.7%0.0%—184.3%34.2%15.2%-37.7%-5.4%166.7%231.3%-214.3%75.0%214.3%—

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 +7.6%

Total return

+7.6%

Start / end P/E

n/dx → n/dx

EPS bridge

1.45 → n/d

Residual

+7.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+7.6%

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.