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WIL.L$250.00+1.21%
Fair $250.00+0.0%

WIL.L

Wilmington plc

Consumer Defensive / Education & Training ServicesLSE

$250.00

+3.00 (+1.21%)

Fairly Valued+0.0%Fair Value $250.00Fund rank 35/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9

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 $22.2M · quality 70.3/100

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

40/100

C

Piotroski

6/9

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 · WIL.LLocal privado en este navegador · Wilmington 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

$224M

P/E

19.2x

↑

EV/EBITDA

756.2x

↑

ROE

35.7%

↑

Gross Margin

27.0%

↓

Debt/Equity

0.02

↓
52-Week Range$250
$230$369

TradingView lightweight chart

WIL.L price, volumen y niveles de valoración

Último $250.00Periodo -30.4%
Fair value: $250.00

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

-4.5%

FCF CAGR

+30.2%

FCF margin

22.5%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $98.3M · net income $41.2M · FCF $22.2M

2021-FY → 2024-FY

Gross margin

27.0%+8.4% pts

Operating margin

19.9%+8.2% pts

Net margin

41.9%+45.9% pts

FCF margin

22.5%+13.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$98.3M$98.3M$93.1M$121.0M$113.0M
Net Income$41.2M$41.2M$20.2M$32.8M$-4.5M
EBITDA$29.9M$29.9M$27.1M$45.7M$9.0M
EPS0.450.450.220.37—
Gross Margin27.0%27.0%25.7%21.6%18.6%
Operating Margin19.9%19.9%19.6%15.9%11.7%
Net Margin41.9%41.9%21.7%27.1%-4.0%
Balance Sheet
Debt/Equity0.020.020.090.110.95
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$22.2M$22.2M$28.8M$18.6M$10.1M
Returns
ROE35.7%35.7%25.0%48.9%-12.4%
Valuation
P/E19.2319.231251.12640.89—
EV/EBITDA756.20756.20930.09460.422172.02
P/B196.61196.61313.32313.55530.19
Growth & Yield
Revenue Growth5.7%5.7%-23.1%7.1%—
EPS Growth103.0%103.0%-39.5%——
Dividend Yield4.7%4.7%———

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

265.5%

muy exigente

EPS terminal req.

$22.18

Spread vs growth

-162.4%

5Y implied EPS CAGR

126.1%

muy exigente

EPS terminal req.

$26.84

Spread vs growth

-23.0%

10Y implied EPS CAGR

57.7%

muy exigente

EPS terminal req.

$43.23

Spread vs growth

45.3%

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 -24.9%

Total return

-24.9%

Start / end P/E

1586.2x → 550.2x

EPS bridge

0.22 → 0.45

Residual

-67.3%

EPS growth+103.0%
Multiple rerating-65.3%
Dividend+4.7%
Residual / FX / buybacks / cross-term-67.3%

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.