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TKM1T.TL$9.19-0.11%
Fair $9.19+0.0%

TKM1T.TL

TKM Grupp AS

Consumer Cyclical / Department StoresTallinn

$9.19

-0.01 (-0.11%)

Fairly Valued+0.0%Fair Value $9.19Fund rank 33/100 · Data gapFallback financials|
SA 27/D
F-Score: 5/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $40.7M · quality 64.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

27/100

D

Piotroski

5/9

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 · TKM1T.TLLocal privado en este navegador · TKM Grupp AS
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

$374M

P/E

19.6x

↑

EV/EBITDA

8.5x

↓

ROE

6.6%

↑

Gross Margin

26.9%

↓

Debt/Equity

1.22

↑
52-Week Range$9
$9$10

TradingView lightweight chart

TKM1T.TL price, volumen y niveles de valoración

Último $9.190Periodo +170.3%
Fair value: $9.190

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

+2.2%

FCF CAGR

+12.7%

FCF margin

4.4%

FCF / Net income

2.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $919.6M · net income $17.5M · FCF $40.7M

2022-FY → 2025-FY

Gross margin

26.9%+0.2% pts

Operating margin

3.8%-0.8% pts

Net margin

1.9%-1.5% pts

FCF margin

4.4%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$919.6M$919.6M$944.6M$947.3M$862.8M
Net Income$17.5M$17.5M$27.5M$37.4M$29.5M
EBITDA$78.0M$78.0M$91.4M$93.2M$79.1M
EPS0.430.430.670.920.72
Gross Margin26.9%26.9%26.7%26.8%26.7%
Operating Margin3.8%3.8%5.0%5.5%4.6%
Net Margin1.9%1.9%2.9%4.0%3.4%
Balance Sheet
Debt/Equity1.221.221.241.171.19
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$40.7M$40.7M$37.0M$56.1M$28.4M
Returns
ROE6.6%6.6%10.5%14.2%12.2%
Valuation
P/E19.5519.5514.5710.7613.38
EV/EBITDA8.538.537.407.188.31
P/B1.421.421.521.531.62
Growth & Yield
Revenue Growth-2.6%-2.6%-0.3%9.8%—
EPS Growth-35.8%-35.8%-27.2%27.8%—
Dividend Yield6.5%6.5%———

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

23.8%

exigente

EPS terminal req.

$0.82

Spread vs growth

-59.6%

5Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$0.99

Spread vs growth

-53.9%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$1.59

Spread vs growth

-49.8%

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 +3.7%

Total return

+3.7%

Start / end P/E

14.1x → 21.4x

EPS bridge

0.67 → 0.43

Residual

-18.4%

EPS growth-35.8%
Multiple rerating+51.4%
Dividend+6.5%
Residual / FX / buybacks / cross-term-18.4%

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.