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Recent

v0.1
SOM.MI$18.20-0.27%
Fair $18.20+0.0%

SOM.MI

Somec S.p.A.

Industrials / Engineering & ConstructionMilan

$18.20

-0.05 (-0.27%)

Fairly Valued+0.0%Fair Value $18.20Fund rank 19/100 · Data gapFallback financials|
SA 45/C
F-Score: 8/9
High Debt

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 14%

FCF escenarios

weak_data · normalized FCF $25.0M · quality 23.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

45/100

C

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.56, above the 2.0 threshold
Thesis & Journal · SOM.MILocal privado en este navegador · Somec 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

$133M

P/E

26.8x

↑

EV/EBITDA

5.6x

↓

ROE

20.8%

↑

Gross Margin

64.4%

↑

Debt/Equity

3.56

↑
52-Week Range$18
$12$19

TradingView lightweight chart

SOM.MI price, volumen y niveles de valoración

Último $18.20Periodo +1.1%
Fair value: $18.20

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

+4.1%

FCF CAGR

+45.1%

FCF margin

9.1%

FCF / Net income

6.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $369.6M · net income $4.8M · FCF $33.6M

2022-FY → 2025-FY

Gross margin

64.4%+8.9% pts

Operating margin

5.2%+4.3% pts

Net margin

1.3%+1.8% pts

FCF margin

9.1%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$369.6M$369.6M$382.5M$370.8M$328.1M
Net Income$4.8M$4.8M$-3.3M$-11.6M$-1.8M
EBITDA$29.6M$29.6M$25.5M$10.6M$19.2M
EPS0.680.68-0.48-1.69-0.25
Gross Margin64.4%64.4%57.8%54.9%55.5%
Operating Margin5.2%5.2%3.3%0.1%0.9%
Net Margin1.3%1.3%-0.9%-3.1%-0.5%
Balance Sheet
Debt/Equity3.563.566.616.343.38
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$33.6M$33.6M$25.0M$-2.7M$11.0M
Returns
ROE20.8%20.8%-24.1%-68.9%-5.7%
Valuation
P/E26.7626.76———
EV/EBITDA5.655.654.7723.3814.55
P/B5.735.735.7711.157.49
Growth & Yield
Revenue Growth-3.4%-3.4%3.1%13.0%—
EPS Growth242.0%242.0%71.7%-576.0%—

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

33.4%

muy exigente

EPS terminal req.

$1.61

Spread vs growth

208.6%

5Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$1.95

Spread vs growth

218.5%

10Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$3.15

Spread vs growth

225.5%

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 +32.8%

Total return

+32.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.48 → 0.68

Residual

+32.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+32.8%

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.