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0LO9.IL$41.08-0.07%
Fair $41.08+0.0%

0LO9.IL

AMG Critical Materials N.V.

Basic Materials / Other Industrial Metals & MiningIOB

$41.08

-0.03 (-0.07%)

Fairly Valued+0.0%Fair Value $41.08Fund rank 23/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9
Low Profitability

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-5.5M · quality 31.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

42/100

C

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: 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. ROE is -3.4%, below the 5% threshold
Thesis & Journal · 0LO9.ILLocal privado en este navegador · AMG Critical Materials N.V.
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

$1.5B

P/E

6.3x

↓

EV/EBITDA

11.6x

↑

ROE

-3.4%

↓

Gross Margin

18.0%

↓

Debt/Equity

1.58

↑
52-Week Range$41
$18$43

TradingView lightweight chart

0LO9.IL price, volumen y niveles de valoración

Último $41.08Periodo +12.1%
Fair value: $41.08

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

+1.3%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.71B · net income $-18.6M · FCF $-5.5M

2022-FY → 2025-FY

Gross margin

18.0%-6.9% pts

Operating margin

5.8%-9.2% pts

Net margin

-1.1%-12.5% pts

FCF margin

-0.3%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.71B$1.71B$1.44B$1.63B$1.64B
Net Income$-18.6M$-18.6M$-33.4M$101.3M$187.6M
EBITDA$164.0M$164.0M$105.4M$293.4M$352.1M
EPS-0.58-0.58-1.033.125.73
Gross Margin18.0%18.0%15.8%24.0%24.9%
Operating Margin5.8%5.8%3.1%13.6%15.0%
Net Margin-1.1%-1.1%-2.3%6.2%11.4%
Balance Sheet
Debt/Equity1.581.581.611.281.49
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$-5.5M$-5.5M$-70.1M$69.6M$-6.9M
Returns
ROE-3.4%-3.4%-6.6%18.0%38.2%
Valuation
P/E6.276.27—6.805.97
EV/EBITDA11.6411.649.263.634.27
P/B2.452.450.901.232.28
Growth & Yield
Revenue Growth18.6%18.6%-11.4%-1.0%—
EPS Growth43.7%43.7%-133.0%-45.5%—
Dividend Yield3.3%3.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +121.2%

Total return

+121.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.03 → -0.58

Residual

+117.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term+117.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.