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v0.1
ZZ-B.ST$149.90+1.30%
Fair $149.90+0.0%

ZZ-B.ST

Zinzino AB (publ)

Consumer Defensive / Packaged FoodsStockholm

$149.90

+2.00 (+1.30%)

Fairly Valued+0.0%Fair Value $149.90Fund rank 36/100 · Data gapFallback financials|
SA 62/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $289.2M · quality 73.0/100

Data gap 36/100
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

62/100

B

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 · ZZ-B.STLocal privado en este navegador · Zinzino AB (publ)
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

$5.8B

P/E

15.2x

↓

EV/EBITDA

10.8x

↑

ROE

45.9%

↑

Gross Margin

30.1%

↑

Debt/Equity

0.07

↓
52-Week Range$150
$109$293

TradingView lightweight chart

ZZ-B.ST price, volumen y niveles de valoración

Último $156.00Periodo +10300.0%
Fair value: $149.90

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

+32.7%

FCF CAGR

+209.2%

FCF margin

16.7%

FCF / Net income

1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.17B · net income $324.3M · FCF $530.0M

2022-FY → 2025-FY

Gross margin

30.1%+2.2% pts

Operating margin

12.9%+6.5% pts

Net margin

10.2%+5.2% pts

FCF margin

16.7%+15.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.17B$3.17B$2.09B$1.67B$1.36B
Net Income$324.3M$324.3M$169.2M$163.7M$67.7M
EBITDA$455.9M$455.9M$253.6M$245.9M$117.0M
EPS8.648.644.594.731.97
Gross Margin30.1%30.1%29.5%33.2%27.9%
Operating Margin12.9%12.9%10.5%12.5%6.4%
Net Margin10.2%10.2%8.1%9.8%5.0%
Balance Sheet
Debt/Equity0.070.070.150.240.36
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$530.0M$530.0M$289.2M$234.4M$17.9M
Returns
ROE45.9%45.9%43.9%63.0%43.8%
Valuation
P/E15.2315.2318.5813.3613.43
EV/EBITDA10.7710.7710.817.846.84
P/B7.977.978.168.415.88
Growth & Yield
Revenue Growth51.5%51.5%25.0%23.5%—
EPS Growth88.2%88.2%-3.0%140.1%—
Dividend Yield3.9%3.9%———

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

15.5%

exigente

EPS terminal req.

$13.30

Spread vs growth

72.8%

5Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$16.09

Spread vs growth

75.0%

10Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$25.92

Spread vs growth

76.6%

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 -14.9%

Total return

-14.9%

Start / end P/E

41.8x → 18.1x

EPS bridge

4.59 → 8.64

Residual

-50.1%

EPS growth+88.2%
Multiple rerating-56.8%
Dividend+3.9%
Residual / FX / buybacks / cross-term-50.1%

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.