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SRB.L$355.00-1.39%
Fair $355.00+0.0%

SRB.L

Serabi Gold plc

Basic Materials / GoldLSE

$355.00

-5.00 (-1.39%)

Fairly Valued+0.0%Fair Value $355.00Fund rank 30/100 · Data gapFallback financials|
SA 74/B
F-Score: 8/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $11.9M · quality 50.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

74/100

B

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: 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 · SRB.LLocal privado en este navegador · Serabi Gold plc
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

$271M

P/E

5.5x

↓

EV/EBITDA

340.2x

↑

ROE

31.8%

↑

Gross Margin

50.9%

↑

Debt/Equity

0.04

↓
52-Week Range$355
$162$375

TradingView lightweight chart

SRB.L price, volumen y niveles de valoración

Último $355.00Periodo -94.1%
Fair value: $355.00

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

+38.5%

FCF CAGR

—

FCF margin

16.4%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $155.8M · net income $53.9M · FCF $25.6M

2022-FY → 2025-FY

Gross margin

50.9%+37.5% pts

Operating margin

43.6%+39.9% pts

Net margin

34.6%+36.3% pts

FCF margin

16.4%+32.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$155.8M$155.8M$94.5M$63.7M$58.7M
Net Income$53.9M$53.9M$27.8M$6.6M$-983047.00
EBITDA$78.9M$78.9M$37.2M$15.1M$9.2M
EPS0.710.710.370.09-0.01
Gross Margin50.9%50.9%41.8%22.1%13.4%
Operating Margin43.6%43.6%35.9%4.7%3.7%
Net Margin34.6%34.6%29.4%10.3%-1.7%
Balance Sheet
Debt/Equity0.040.040.060.070.09
Current Ratio4.224.22———
Cash Flow
Free Cash Flow$25.6M$25.6M$11.9M$4.7M$-9.3M
Returns
ROE31.8%31.8%26.7%7.1%-1.2%
Valuation
P/E5.465.46319.90541.47—
EV/EBITDA340.24340.24238.63234.67292.02
P/B158.41158.4185.4238.3632.99
Growth & Yield
Revenue Growth64.9%64.9%48.4%8.5%—
EPS Growth93.8%93.8%323.2%767.7%—
Dividend Yield1.4%1.4%———

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

253.7%

muy exigente

EPS terminal req.

$31.50

Spread vs growth

-159.9%

5Y implied EPS CAGR

121.7%

muy exigente

EPS terminal req.

$38.12

Spread vs growth

-27.9%

10Y implied EPS CAGR

56.2%

muy exigente

EPS terminal req.

$61.39

Spread vs growth

37.6%

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 +109.6%

Total return

+109.6%

Start / end P/E

464.2x → 498.7x

EPS bridge

0.37 → 0.71

Residual

+7.0%

EPS growth+93.8%
Multiple rerating+7.4%
Dividend+1.4%
Residual / FX / buybacks / cross-term+7.0%

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.