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Recent

v0.1
VLS.MI$10.40-0.48%
Fair $10.40+0.0%

VLS.MI

Valsoia S.p.A.

Consumer Defensive / Packaged FoodsMilan

$10.40

-0.05 (-0.48%)

Fairly Valued+0.0%Fair Value $10.40Fund rank 35/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.6M · quality 71.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

54/100

C

Piotroski

8/9

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 · VLS.MILocal privado en este navegador · Valsoia S.p.A.
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

$112M

P/E

13.3x

↓

EV/EBITDA

7.0x

↓

ROE

9.1%

↑

Gross Margin

40.0%

↑

Debt/Equity

0.08

↓
52-Week Range$10
$10$12

TradingView lightweight chart

VLS.MI price, volumen y niveles de valoración

Último $10.40Periodo +126.1%
Fair value: $10.40

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

+8.7%

FCF CAGR

-24.3%

FCF margin

3.4%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $116.8M · net income $8.3M · FCF $4.0M

2021-FY → 2024-FY

Gross margin

40.0%-2.1% pts

Operating margin

7.8%-2.2% pts

Net margin

7.1%-1.0% pts

FCF margin

3.4%-6.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$116.8M$116.8M$112.8M$101.3M$91.0M
Net Income$8.3M$8.3M$7.1M$8.0M$7.4M
EBITDA$14.9M$14.9M$13.3M$13.9M$13.2M
EPS0.760.760.660.730.68
Gross Margin40.0%40.0%37.3%39.0%42.0%
Operating Margin7.8%7.8%6.6%7.6%10.1%
Net Margin7.1%7.1%6.3%7.9%8.1%
Balance Sheet
Debt/Equity0.080.080.110.150.20
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$4.0M$4.0M$4.6M$5.8M$9.2M
Returns
ROE9.1%9.1%8.4%9.7%9.4%
Valuation
P/E13.3313.3314.4513.2919.91
EV/EBITDA7.017.017.147.089.18
P/B1.251.251.221.291.86
Growth & Yield
Revenue Growth3.5%3.5%11.3%11.4%—
EPS Growth15.5%15.5%-9.4%6.4%—
Dividend Yield3.6%3.6%———

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

6.6%

razonable

EPS terminal req.

$0.92

Spread vs growth

8.8%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$1.12

Spread vs growth

7.5%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$1.80

Spread vs growth

6.5%

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 -0.9%

Total return

-0.9%

Start / end P/E

16.5x → 13.7x

EPS bridge

0.66 → 0.76

Residual

-2.7%

EPS growth+15.5%
Multiple rerating-17.4%
Dividend+3.6%
Residual / FX / buybacks / cross-term-2.7%

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.