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TAGM-B.ST$41.00-0.97%
Fair $41.00+0.0%

TAGM-B.ST

TagMaster AB (publ)

Technology / Communication EquipmentStockholm

$41.00

-0.40 (-0.97%)

Fairly Valued+0.0%Fair Value $41.00Fund rank 33/100 · Data gapFallback financials|
SA 69/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $57.0M · quality 60.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

69/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · TAGM-B.STLocal privado en este navegador · TagMaster AB (publ)
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

$601M

P/E

17.4x

↓

EV/EBITDA

8.1x

↓

ROE

8.5%

↑

Gross Margin

69.8%

↑

Debt/Equity

0.37

↑
52-Week Range$41
$12$42

TradingView lightweight chart

TAGM-B.ST price, volumen y niveles de valoración

Último $41.00Periodo -36.5%
Fair value: $41.00

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

+10.5%

FCF CAGR

—

FCF margin

11.8%

FCF / Net income

2.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $483.3M · net income $22.5M · FCF $57.0M

2022-FY → 2025-FY

Gross margin

69.8%+1.5% pts

Operating margin

6.3%+9.1% pts

Net margin

4.7%-2.1% pts

FCF margin

11.8%+14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$483.3M$483.3M$420.4M$404.7M$358.6M
Net Income$22.5M$22.5M$4.7M$13.7M$24.2M
EBITDA$81.2M$81.2M$42.0M$47.9M$21.2M
EPS1.541.540.320.931.65
Gross Margin69.8%69.8%68.3%68.5%68.3%
Operating Margin6.3%6.3%2.1%3.4%-2.8%
Net Margin4.7%4.7%1.1%3.4%6.7%
Balance Sheet
Debt/Equity0.370.370.520.290.23
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$57.0M$57.0M$57.8M$27.5M$-8.1M
Returns
ROE8.5%8.5%1.6%5.3%9.6%
Valuation
P/E17.3717.3739.5323.667.48
EV/EBITDA8.088.086.817.779.55
P/B2.282.280.651.240.72
Growth & Yield
Revenue Growth14.9%14.9%3.9%12.9%—
EPS Growth381.3%381.3%-65.6%-43.6%—

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

33.2%

muy exigente

EPS terminal req.

$3.64

Spread vs growth

348.1%

5Y implied EPS CAGR

23.4%

exigente

EPS terminal req.

$4.40

Spread vs growth

357.9%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$7.09

Spread vs growth

364.8%

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 +192.9%

Total return

+192.9%

Start / end P/E

43.8x → 26.6x

EPS bridge

0.32 → 1.54

Residual

-149.2%

EPS growth+381.3%
Multiple rerating-39.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-149.2%

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.