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v0.1
THW.AQ$87.00-0.57%
Fair $87.00+0.0%

THW.AQ

Daniel Thwaites PLC

Consumer Cyclical / RestaurantsAquis AQSE

$87.00

-0.50 (-0.57%)

Fairly Valued+0.0%Fair Value $87.00Fund rank 27/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $-800000.00 · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

58/100

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: 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. ROE is 3.0%, below the 5% threshold
Thesis & Journal · THW.AQLocal privado en este navegador · Daniel Thwaites 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

$50M

P/E

6.2x

↓

EV/EBITDA

237.0x

↑

ROE

3.0%

↓

Gross Margin

22.1%

↓

Debt/Equity

0.29

↓
52-Week Range$87
$1$95

TradingView lightweight chart

THW.AQ price, volumen y niveles de valoración

Último $87.00Periodo +7432.5%
Fair value: $87.00

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

+7.9%

FCF CAGR

-35.6%

FCF margin

3.6%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $120.6M · net income $7.6M · FCF $4.3M

2022-FY → 2025-FY

Gross margin

22.1%-2.1% pts

Operating margin

9.8%-1.3% pts

Net margin

6.3%-6.3% pts

FCF margin

3.6%-13.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$120.6M$120.6M$115.5M$108.8M$96.0M
Net Income$7.6M$7.6M$7.3M$12.9M$12.1M
EBITDA$21.9M$21.9M$20.9M$26.0M$23.9M
EPS0.130.130.120.220.21
Gross Margin22.1%22.1%22.0%21.7%24.3%
Operating Margin9.8%9.8%9.8%10.0%11.0%
Net Margin6.3%6.3%6.3%11.9%12.6%
Balance Sheet
Debt/Equity0.290.29—0.280.32
Current Ratio0.240.24———
Cash Flow
Free Cash Flow$4.3M$4.3M$-1.2M$-800000.00$16.1M
Returns
ROE3.0%3.0%2.9%5.3%5.7%
Valuation
P/E6.216.216.854.614.80
EV/EBITDA236.96236.962.244.855.01
P/B20.2020.200.200.250.27
Growth & Yield
Revenue Growth4.4%4.4%6.2%13.3%—
EPS Growth4.0%4.0%-43.4%6.5%—
Dividend Yield4.1%4.1%———

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

291.1%

muy exigente

EPS terminal req.

$7.72

Spread vs growth

-287.1%

5Y implied EPS CAGR

135.5%

muy exigente

EPS terminal req.

$9.34

Spread vs growth

-131.5%

10Y implied EPS CAGR

60.9%

muy exigente

EPS terminal req.

$15.04

Spread vs growth

-56.9%

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 +11904.1%

Total return

+11904.1%

Start / end P/E

5.8x → 674.4x

EPS bridge

0.12 → 0.13

Residual

+461.1%

EPS growth+4.0%
Multiple rerating+11434.9%
Dividend+4.1%
Residual / FX / buybacks / cross-term+461.1%

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.