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v0.1
SSH.F$61.50+0.00%
Fair $61.50+0.0%

SSH.F

Südwestdeutsche Salzwerke AG

Consumer Defensive / Packaged FoodsFrankfurt

$61.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $61.50Fund rank 35/100 · Data gapFallback financials|
SA 44/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $35.0M · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

44/100

C

Piotroski

6/9

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 · SSH.FLocal privado en este navegador · Südwestdeutsche Salzwerke AG
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

$646M

P/E

21.6x

↑

EV/EBITDA

7.8x

↓

ROE

12.1%

↑

Gross Margin

81.2%

↑

Debt/Equity

0.02

↓
52-Week Range$62
$58$73

TradingView lightweight chart

SSH.F price, volumen y niveles de valoración

Último $61.50Periodo -56.1%
Fair value: $61.50

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

-0.4%

FCF CAGR

-18.2%

FCF margin

10.4%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $337.3M · net income $32.5M · FCF $35.0M

2021-FY → 2024-FY

Gross margin

81.2%+1.0% pts

Operating margin

12.8%-4.3% pts

Net margin

9.6%-3.6% pts

FCF margin

10.4%-8.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$337.3M$337.3M$337.6M$303.7M$341.6M
Net Income$32.5M$32.5M$32.4M$11.3M$45.1M
EBITDA$78.6M$78.6M$70.0M$71.7M$84.4M
EPS3.103.103.091.074.29
Gross Margin81.2%81.2%77.7%78.4%80.3%
Operating Margin12.8%12.8%12.5%9.5%17.1%
Net Margin9.6%9.6%9.6%3.7%13.2%
Balance Sheet
Debt/Equity0.020.020.020.020.01
Current Ratio5.035.03———
Cash Flow
Free Cash Flow$35.0M$35.0M$64.4M$386000.00$63.9M
Returns
ROE12.1%12.1%12.8%4.8%18.9%
Valuation
P/E21.5821.5823.3082.2417.83
EV/EBITDA7.757.7510.2512.458.79
P/B2.412.412.993.913.37
Growth & Yield
Revenue Growth-0.1%-0.1%11.2%-11.1%—
EPS Growth0.3%0.3%188.8%-75.1%—
Dividend Yield3.1%3.1%———

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

20.7%

exigente

EPS terminal req.

$5.46

Spread vs growth

-20.4%

5Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$6.60

Spread vs growth

-16.0%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$10.63

Spread vs growth

-12.8%

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 +10.0%

Total return

+10.0%

Start / end P/E

18.6x → 19.8x

EPS bridge

3.09 → 3.10

Residual

+0.0%

EPS growth+0.3%
Multiple rerating+6.6%
Dividend+3.1%
Residual / FX / buybacks / cross-term+0.0%

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.