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SPSY.L$200.00+3.62%
Fair $200.00+0.0%

SPSY.L

Spectra Systems Corporation

Technology / Software - ApplicationLSE

$200.00

+6.95 (+3.62%)

Fairly Valued+0.0%Fair Value $200.00Fund rank 39/100 · Data gapFallback financials|
SA 70/B
F-Score: 7/9

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 $7.0M · quality 78.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

70/100

B

Piotroski

7/9

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 · SPSY.LLocal privado en este navegador · Spectra Systems 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

$97M

P/E

6.4x

↓

EV/EBITDA

662.6x

↑

ROE

23.8%

↑

Gross Margin

47.8%

↑

Debt/Equity

0.30

↑
52-Week Range$200
$112$240

TradingView lightweight chart

SPSY.L price, volumen y niveles de valoración

Último $198.95Periodo +148.7%
Fair value: $200.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+43.7%

FCF CAGR

+3.9%

FCF margin

17.2%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $49.2M · net income $8.5M · FCF $8.5M

2021-FY → 2024-FY

Gross margin

47.8%-15.7% pts

Operating margin

23.3%-12.3% pts

Net margin

17.3%-13.8% pts

FCF margin

17.2%-28.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$49.2M$49.2M$20.3M$19.6M$16.6M
Net Income$8.5M$8.5M$6.0M$6.1M$5.2M
EBITDA$14.7M$14.7M$8.5M$7.9M$6.7M
EPS0.170.170.120.130.11
Gross Margin47.8%47.8%67.2%62.5%63.4%
Operating Margin23.3%23.3%35.2%35.6%35.6%
Net Margin17.3%17.3%29.8%31.3%31.1%
Balance Sheet
Debt/Equity0.300.300.400.050.04
Current Ratio2.812.81———
Cash Flow
Free Cash Flow$8.5M$8.5M$7.0M$6.6M$7.5M
Returns
ROE23.8%23.8%19.2%22.2%18.9%
Valuation
P/E6.426.421891.671338.461409.09
EV/EBITDA662.57662.571299.341038.961095.35
P/B272.27272.27350.94296.97271.25
Growth & Yield
Revenue Growth142.5%142.5%3.4%18.3%—
EPS Growth41.7%41.7%-7.7%18.2%—
Dividend Yield5.3%5.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

370.9%

muy exigente

EPS terminal req.

$17.75

Spread vs growth

-329.2%

5Y implied EPS CAGR

163.2%

muy exigente

EPS terminal req.

$21.47

Spread vs growth

-121.5%

10Y implied EPS CAGR

70.2%

muy exigente

EPS terminal req.

$34.58

Spread vs growth

-28.5%

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 +4.8%

Total return

+4.8%

Start / end P/E

1666.7x → 1170.3x

EPS bridge

0.12 → 0.17

Residual

-12.4%

EPS growth+41.7%
Multiple rerating-29.8%
Dividend+5.3%
Residual / FX / buybacks / cross-term-12.4%

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.