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v0.1
VIC.L$80.35-0.56%
Fair $80.35+0.0%

VIC.L

Victorian Plumbing Group plc

Consumer Cyclical / Home Improvement RetailLSE

$80.35

-0.45 (-0.56%)

Fairly Valued+0.0%Fair Value $80.35Fund rank 29/100 · Data gapFallback financials|
SA 37/D
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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $12.7M · quality 46.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

37/100

D

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 · VIC.LLocal privado en este navegador · Victorian Plumbing Group 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

$264M

P/E

20.1x

↑

EV/EBITDA

961.7x

↑

ROE

21.3%

↑

Gross Margin

49.6%

↑

Debt/Equity

0.84

↑
52-Week Range$80
$57$90

TradingView lightweight chart

VIC.L price, volumen y niveles de valoración

Último $80.35Periodo -75.7%
Fair value: $80.35

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

+4.3%

FCF CAGR

+5.8%

FCF margin

5.4%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $306.1M · net income $12.9M · FCF $16.6M

2022-FY → 2025-FY

Gross margin

49.6%+4.7% pts

Operating margin

7.2%+2.7% pts

Net margin

4.2%+0.8% pts

FCF margin

5.4%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$306.1M$306.1M$281.0M$285.1M$269.4M
Net Income$12.9M$12.9M$5.5M$11.8M$9.2M
EBITDA$27.7M$27.7M$20.0M$19.7M$15.6M
EPS0.040.040.020.040.03
Gross Margin49.6%49.6%50.4%47.2%44.9%
Operating Margin7.2%7.2%4.7%5.6%4.5%
Net Margin4.2%4.2%2.0%4.1%3.4%
Balance Sheet
Debt/Equity0.840.840.880.100.11
Cash Flow
Free Cash Flow$16.6M$16.6M$-7.4M$12.7M$14.0M
Returns
ROE21.3%21.3%10.5%24.2%20.9%
Valuation
P/E20.0920.096058.822381.081448.28
EV/EBITDA961.67961.671688.361417.70847.90
P/B439.02439.02644.98573.16301.54
Growth & Yield
Revenue Growth8.9%8.9%-1.4%5.8%—
EPS Growth129.4%129.4%-54.1%27.6%—
Dividend Yield2.7%2.7%———

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

467.5%

muy exigente

EPS terminal req.

$7.13

Spread vs growth

-338.1%

5Y implied EPS CAGR

194.4%

muy exigente

EPS terminal req.

$8.63

Spread vs growth

-65.0%

10Y implied EPS CAGR

80.0%

muy exigente

EPS terminal req.

$13.89

Spread vs growth

49.5%

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 +8.7%

Total return

+8.7%

Start / end P/E

4458.8x → 2060.3x

EPS bridge

0.02 → 0.04

Residual

-69.6%

EPS growth+129.4%
Multiple rerating-53.8%
Dividend+2.7%
Residual / FX / buybacks / cross-term-69.6%

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.