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v0.1
TEP.L$966.00-3.78%
Fair $966.00+0.0%

TEP.L

Telecom Plus Plc

Utilities / Utilities - DiversifiedLSE

$966.00

-38.00 (-3.78%)

Fairly Valued+0.0%Fair Value $966.00Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9
Declining Revenue

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $91.6M · quality 45.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · TEP.LLocal privado en este navegador · Telecom Plus 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

$771M

P/E

11.8x

↓

EV/EBITDA

544.8x

↑

ROE

30.3%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.77

↑
52-Week Range$966
$963$2100

TradingView lightweight chart

TEP.L price, volumen y niveles de valoración

Último $966.00Periodo +364.0%
Fair value: $966.00

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

+23.9%

FCF CAGR

+30.3%

FCF margin

5.0%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.84B · net income $76.1M · FCF $91.6M

2022-FY → 2025-FY

Gross margin

19.5%-0.0% pts

Operating margin

8.4%+1.8% pts

Net margin

4.1%+0.5% pts

FCF margin

5.0%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.84B$1.84B$2.04B$2.48B$967.4M
Net Income$76.1M$76.1M$71.0M$68.4M$35.5M
EBITDA$142.1M$142.1M$131.6M$111.9M$70.0M
EPS0.950.950.890.850.45
Gross Margin19.5%19.5%17.4%12.4%19.5%
Operating Margin8.4%8.4%6.7%4.6%6.6%
Net Margin4.1%4.1%3.5%2.8%3.7%
Balance Sheet
Debt/Equity0.770.770.780.390.48
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$91.6M$91.6M$-145.0M$225.2M$41.4M
Returns
ROE30.3%30.3%30.5%29.7%17.2%
Valuation
P/E11.7811.781835.592234.743404.44
EV/EBITDA544.84544.84992.281365.141728.07
P/B307.43307.43560.69662.45585.30
Growth & Yield
Revenue Growth-9.9%-9.9%-17.6%155.8%—
EPS Growth7.1%7.1%4.2%89.3%—
Dividend Yield9.5%9.5%———

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

348.4%

muy exigente

EPS terminal req.

$85.72

Spread vs growth

-341.3%

5Y implied EPS CAGR

155.6%

muy exigente

EPS terminal req.

$103.72

Spread vs growth

-148.5%

10Y implied EPS CAGR

67.7%

muy exigente

EPS terminal req.

$167.04

Spread vs growth

-60.6%

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 -42.5%

Total return

-42.5%

Start / end P/E

2263.5x → 1015.8x

EPS bridge

0.89 → 0.95

Residual

-3.9%

EPS growth+7.1%
Multiple rerating-55.1%
Dividend+9.5%
Residual / FX / buybacks / cross-term-3.9%

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.