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STCM.L$19.50-7.14%
Fair $19.50+0.0%

STCM.L

Steppe Cement Ltd.

Basic Materials / Building MaterialsLSE

$19.50

-1.50 (-7.14%)

Fairly Valued+0.0%Fair Value $19.50Fund rank 37/100 · Data gapFallback financials|
SA 51/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.6M · quality 75.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

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 · STCM.LLocal privado en este navegador · Steppe Cement Ltd.
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

$43M

P/E

19.5x

↑

EV/EBITDA

388.4x

↑

ROE

5.7%

↑

Gross Margin

27.8%

↑

Debt/Equity

0.05

↓
52-Week Range$20
$15$23

TradingView lightweight chart

STCM.L price, volumen y niveles de valoración

Último $19.50Periodo -57.6%
Fair value: $19.50

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

+5.4%

FCF CAGR

+26.0%

FCF margin

11.9%

FCF / Net income

3.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $101.5M · net income $3.3M · FCF $12.0M

2022-FY → 2025-FY

Gross margin

27.8%-15.5% pts

Operating margin

5.6%-17.6% pts

Net margin

3.3%-17.4% pts

FCF margin

11.9%+4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$101.5M$101.5M$84.9M$81.8M$86.7M
Net Income$3.3M$3.3M$997290.00$4.5M$17.9M
EBITDA$11.0M$11.0M$6.8M$12.1M$30.0M
EPS0.020.020.000.020.08
Gross Margin27.8%27.8%27.5%30.0%43.4%
Operating Margin5.6%5.6%1.5%7.7%23.2%
Net Margin3.3%3.3%1.2%5.5%20.6%
Balance Sheet
Debt/Equity0.050.050.090.090.10
Current Ratio2.122.12———
Cash Flow
Free Cash Flow$12.0M$12.0M$9.6M$2.5M$6.0M
Returns
ROE5.7%5.7%1.7%6.4%27.5%
Valuation
P/E19.5019.503369.571095.24591.46
EV/EBITDA388.40388.40497.95410.34354.43
P/B73.2373.2359.5070.11163.21
Growth & Yield
Revenue Growth19.6%19.6%3.9%-5.7%—
EPS Growth228.3%228.3%-78.1%-74.4%—
Dividend Yield7.0%7.0%———

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

385.7%

muy exigente

EPS terminal req.

$1.73

Spread vs growth

-157.5%

5Y implied EPS CAGR

168.2%

muy exigente

EPS terminal req.

$2.09

Spread vs growth

60.1%

10Y implied EPS CAGR

71.7%

muy exigente

EPS terminal req.

$3.37

Spread vs growth

156.5%

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 +7.0%

Total return

+7.0%

Start / end P/E

4239.1x → 1291.4x

EPS bridge

0.00 → 0.02

Residual

-158.7%

EPS growth+228.3%
Multiple rerating-69.5%
Dividend+7.0%
Residual / FX / buybacks / cross-term-158.7%

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.