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SPG.CO$413.00+1.10%
Fair $413.00+0.0%

SPG.CO

SP Group A/S

Basic Materials / Specialty ChemicalsCopenhagen

$413.00

+4.50 (+1.10%)

Fairly Valued+0.0%Fair Value $413.00Fund rank 32/100 · Data gapFallback financials|
SA 51/C
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $210.7M · quality 60.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

51/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · SPG.COLocal privado en este navegador · SP Group A/S
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

$4.9B

P/E

17.2x

↑

EV/EBITDA

10.6x

↓

ROE

14.7%

↑

Gross Margin

55.3%

↑

Debt/Equity

0.86

↑
52-Week Range$413
$255$431

TradingView lightweight chart

SPG.CO price, volumen y niveles de valoración

Último $413.00Periodo +793.4%
Fair value: $413.00

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

+3.6%

FCF CAGR

+81.3%

FCF margin

7.1%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.95B · net income $265.0M · FCF $210.7M

2022-FY → 2025-FY

Gross margin

55.3%+22.4% pts

Operating margin

13.4%+2.4% pts

Net margin

9.0%+1.0% pts

FCF margin

7.1%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.95B$2.95B$2.92B$2.61B$2.65B
Net Income$265.0M$265.0M$260.9M$158.5M$212.8M
EBITDA$602.7M$602.7M$612.1M$462.7M$481.1M
EPS22.1322.1321.5613.0417.49
Gross Margin55.3%55.3%53.3%49.0%33.0%
Operating Margin13.4%13.4%13.0%9.2%11.0%
Net Margin9.0%9.0%8.9%6.1%8.0%
Balance Sheet
Debt/Equity0.860.860.560.730.88
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$210.7M$210.7M$328.7M$171.2M$35.3M
Returns
ROE14.7%14.7%15.4%10.9%16.9%
Valuation
P/E17.2217.2214.2915.9514.78
EV/EBITDA10.6010.607.407.668.65
P/B2.742.742.201.732.49
Growth & Yield
Revenue Growth0.9%0.9%12.1%-1.8%—
EPS Growth2.6%2.6%65.3%-25.4%—
Dividend Yield1.0%1.0%———

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

18.3%

exigente

EPS terminal req.

$36.65

Spread vs growth

-15.7%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$44.34

Spread vs growth

-12.3%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$71.41

Spread vs growth

-9.8%

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 +35.5%

Total return

+35.5%

Start / end P/E

14.2x → 18.7x

EPS bridge

21.56 → 22.13

Residual

+0.8%

EPS growth+2.6%
Multiple rerating+31.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term+0.8%

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.