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TIMA.DE$46.00+2.22%
Fair $46.00+0.0%

TIMA.DE

ZEAL Network SE

Consumer Cyclical / GamblingXETRA

$46.00

+1.00 (+2.22%)

Fairly Valued+0.0%Fair Value $46.00Fund rank 37/100 · Data gapFallback financials|
SA 50/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 $27.1M · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

50/100

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 · TIMA.DELocal privado en este navegador · ZEAL Network SE
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

$971M

P/E

19.9x

↑

EV/EBITDA

16.0x

↑

ROE

24.5%

↑

Gross Margin

90.2%

↑

Debt/Equity

0.42

↓
52-Week Range$46
$43$53

TradingView lightweight chart

TIMA.DE price, volumen y niveles de valoración

Último $46.00Periodo +283.7%
Fair value: $46.00

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

+31.2%

FCF CAGR

+42.8%

FCF margin

39.6%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $188.2M · net income $58.4M · FCF $74.5M

2021-FY → 2024-FY

Gross margin

90.2%+1.7% pts

Operating margin

28.4%+10.0% pts

Net margin

31.0%+18.1% pts

FCF margin

39.6%+8.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$188.2M$188.2M$116.0M$105.2M$83.3M
Net Income$58.4M$58.4M$12.8M$16.0M$10.8M
EBITDA$61.3M$61.3M$33.1M$32.2M$26.8M
EPS2.702.700.590.720.48
Gross Margin90.2%90.2%89.7%89.9%88.5%
Operating Margin28.4%28.4%19.9%21.6%18.4%
Net Margin31.0%31.0%11.1%15.2%12.9%
Balance Sheet
Debt/Equity0.420.420.110.100.04
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$74.5M$74.5M$25.1M$27.1M$25.6M
Returns
ROE24.5%24.5%5.0%4.9%2.9%
Valuation
P/E19.9119.9154.2442.3681.46
EV/EBITDA15.9615.9620.0220.2229.81
P/B4.174.172.672.072.31
Growth & Yield
Revenue Growth62.2%62.2%10.3%26.2%—
EPS Growth357.6%357.6%-18.1%50.0%—
Dividend Yield3.1%3.1%———

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

14.8%

razonable

EPS terminal req.

$4.08

Spread vs growth

342.9%

5Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$4.94

Spread vs growth

344.8%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$7.95

Spread vs growth

346.2%

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 +2.5%

Total return

+2.5%

Start / end P/E

78.5x → 17.0x

EPS bridge

0.59 → 2.70

Residual

-280.0%

EPS growth+357.6%
Multiple rerating-78.3%
Dividend+3.1%
Residual / FX / buybacks / cross-term-280.0%

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.