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TFW.L$260.00-5.45%
Fair $260.00+0.0%

TFW.L

FW Thorpe Plc

Industrials / Electrical Equipment & PartsLSE

$260.00

-15.00 (-5.45%)

Fairly Valued+0.0%Fair Value $260.00Fund rank 37/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9

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 $21.9M · quality 78.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

56/100

C

Piotroski

7/9

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 · TFW.LLocal privado en este navegador · FW Thorpe 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

$292M

P/E

11.8x

↓

EV/EBITDA

745.4x

↑

ROE

13.8%

↑

Gross Margin

48.6%

↑

Debt/Equity

0.02

↓
52-Week Range$260
$240$350

TradingView lightweight chart

TFW.L price, volumen y niveles de valoración

Último $260.00Periodo +2160.9%
Fair value: $260.00

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

+14.3%

FCF CAGR

+25.6%

FCF margin

19.4%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $175.8M · net income $24.3M · FCF $34.1M

2021-FY → 2024-FY

Gross margin

48.6%+1.6% pts

Operating margin

17.4%+1.1% pts

Net margin

13.8%+0.4% pts

FCF margin

19.4%+4.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$175.8M$175.8M$176.7M$143.7M$117.9M
Net Income$24.3M$24.3M$21.9M$20.1M$15.8M
EBITDA$40.9M$40.9M$36.0M$31.3M$25.9M
EPS0.210.210.190.170.14
Gross Margin48.6%48.6%44.1%44.0%47.0%
Operating Margin17.4%17.4%15.7%17.2%16.3%
Net Margin13.8%13.8%12.4%14.0%13.4%
Balance Sheet
Debt/Equity0.020.020.030.020.00
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$34.1M$34.1M$21.9M$11.9M$17.2M
Returns
ROE13.8%13.8%13.7%13.8%11.5%
Valuation
P/E11.8211.822010.702197.903106.51
EV/EBITDA745.36745.361223.011407.001893.06
P/B172.53172.53275.06303.60358.51
Growth & Yield
Revenue Growth-0.5%-0.5%23.0%21.9%—
EPS Growth10.9%10.9%9.2%26.7%—
Dividend Yield2.6%2.6%———

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

381.0%

muy exigente

EPS terminal req.

$23.07

Spread vs growth

-370.2%

5Y implied EPS CAGR

166.6%

muy exigente

EPS terminal req.

$27.92

Spread vs growth

-155.7%

10Y implied EPS CAGR

71.2%

muy exigente

EPS terminal req.

$44.96

Spread vs growth

-60.4%

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 -11.9%

Total return

-11.9%

Start / end P/E

1625.7x → 1254.2x

EPS bridge

0.19 → 0.21

Residual

-2.5%

EPS growth+10.9%
Multiple rerating-22.8%
Dividend+2.6%
Residual / FX / buybacks / cross-term-2.5%

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.