StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
VSVS.L$450.60+1.60%
Fair $450.60+0.0%

VSVS.L

Vesuvius plc

Basic Materials / SteelLSE

$450.60

+7.20 (+1.60%)

Fairly Valued+0.0%Fair Value $450.60Fund rank 30/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $121.9M · quality 60.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

43/100

C

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · VSVS.LLocal privado en este navegador · Vesuvius 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

$1.1B

P/E

21.8x

↑

EV/EBITDA

511.0x

↑

ROE

7.5%

↑

Gross Margin

27.7%

↑

Debt/Equity

0.45

↑
52-Week Range$451
$323$508

TradingView lightweight chart

VSVS.L price, volumen y niveles de valoración

Último $457.80Periodo -74.9%
Fair value: $450.60

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

+3.5%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.82B · net income $87.2M · FCF $57.9M

2021-FY → 2024-FY

Gross margin

27.7%+2.1% pts

Operating margin

9.2%+1.2% pts

Net margin

4.8%-1.4% pts

FCF margin

3.2%+3.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.82B$1.82B$1.93B$2.05B$1.64B
Net Income$87.2M$87.2M$118.5M$181.1M$102.1M
EBITDA$236.9M$236.9M$274.7M$292.3M$200.0M
EPS0.330.330.440.67—
Gross Margin27.7%27.7%27.9%27.9%25.6%
Operating Margin9.2%9.2%9.9%10.6%8.1%
Net Margin4.8%4.8%6.1%8.8%6.2%
Balance Sheet
Debt/Equity0.450.450.320.350.43
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$57.9M$57.9M$123.9M$121.9M$-300000.00
Returns
ROE7.5%7.5%9.4%14.4%9.8%
Valuation
P/E21.8021.801104.59607.80—
EV/EBITDA511.00511.00477.91377.43623.54
P/B103.32103.32104.4887.34119.23
Growth & Yield
Revenue Growth-5.7%-5.7%-5.7%24.6%—
EPS Growth-24.1%-24.1%-34.6%——
Dividend Yield5.2%5.2%———

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

394.3%

muy exigente

EPS terminal req.

$39.98

Spread vs growth

-418.4%

5Y implied EPS CAGR

171.0%

muy exigente

EPS terminal req.

$48.38

Spread vs growth

-195.1%

10Y implied EPS CAGR

72.7%

muy exigente

EPS terminal req.

$77.92

Spread vs growth

-96.7%

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 +29.1%

Total return

+29.1%

Start / end P/E

847.7x → 1383.1x

EPS bridge

0.44 → 0.33

Residual

-15.2%

EPS growth-24.1%
Multiple rerating+63.2%
Dividend+5.2%
Residual / FX / buybacks / cross-term-15.2%

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.