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SWP.PA$32.30+1.90%
Fair $32.30+0.0%

SWP.PA

Sword Group S.E.

Technology / Software - ApplicationParis

$32.30

+0.60 (+1.90%)

Fairly Valued+0.0%Fair Value $32.30Fund rank 32/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.1M · 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 77/100Data 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

42/100

C

Piotroski

4/9

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 · SWP.PALocal privado en este navegador · Sword Group S.E.
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

$305M

P/E

16.0x

↓

EV/EBITDA

9.3x

↓

ROE

25.5%

↑

Gross Margin

47.1%

↑

Debt/Equity

1.38

↑
52-Week Range$32
$30$40

TradingView lightweight chart

SWP.PA price, volumen y niveles de valoración

Último $32.10Periodo +235.1%
Fair value: $32.30

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

+9.5%

FCF CAGR

+28.6%

FCF margin

5.2%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $357.7M · net income $19.0M · FCF $18.5M

2022-FY → 2025-FY

Gross margin

47.1%+0.6% pts

Operating margin

9.0%-1.0% pts

Net margin

5.3%-35.0% pts

FCF margin

5.2%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$357.7M$357.7M$323.0M$288.1M$272.3M
Net Income$19.0M$19.0M$21.8M$22.8M$109.8M
EBITDA$37.3M$37.3M$38.0M$36.0M$120.6M
EPS——2.312.4011.51
Gross Margin47.1%47.1%51.0%48.3%46.5%
Operating Margin9.0%9.0%9.5%9.5%10.0%
Net Margin5.3%5.3%6.8%7.9%40.3%
Balance Sheet
Debt/Equity1.381.380.710.460.31
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$18.5M$18.5M$19.1M$19.1M$8.7M
Returns
ROE25.5%25.5%22.8%21.9%108.9%
Valuation
P/E15.9915.9915.4815.693.49
EV/EBITDA9.349.348.839.522.96
P/B4.104.103.553.443.80
Growth & Yield
Revenue Growth10.8%10.8%12.1%5.8%—
EPS Growth——-3.7%-79.1%—
Dividend Yield6.2%6.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -2.1%

Total return

-2.1%

Start / end P/E

n/dx → n/dx

EPS bridge

2.31 → n/d

Residual

-8.3%

EPS growthn/d
Multiple reratingn/d
Dividend+6.2%
Residual / FX / buybacks / cross-term-8.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.