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0RHN.IL$97.85+0.19%
Fair $97.85+0.0%

0RHN.IL

AcadeMedia AB (publ)

Consumer Defensive / Education & Training ServicesIOB

$97.85

+0.20 (+0.19%)

Fairly Valued+0.0%Fair Value $97.85Fund rank 35/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9

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 $3.3B · quality 69.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 94/100Data 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

52/100

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: 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 · 0RHN.ILLocal privado en este navegador · AcadeMedia 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

$10.3B

P/E

19.3x

↑

EV/EBITDA

5.2x

↓

ROE

12.4%

↑

Gross Margin

29.9%

↑

Debt/Equity

1.83

↑
52-Week Range$98
$79$109

TradingView lightweight chart

0RHN.IL price, volumen y niveles de valoración

Último $104.60Periodo +111.3%
Fair value: $97.85

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

+9.8%

FCF CAGR

+10.4%

FCF margin

19.3%

FCF / Net income

4.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.68B · net income $821.0M · FCF $3.60B

2022-FY → 2025-FY

Gross margin

29.9%+0.3% pts

Operating margin

9.5%+0.4% pts

Net margin

4.4%+0.1% pts

FCF margin

19.3%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.68B$18.68B$17.05B$15.27B$14.10B
Net Income$821.0M$821.0M$632.0M$578.0M$605.0M
EBITDA$4.11B$4.11B$3.65B$3.22B$2.98B
EPS8.148.146.065.475.72
Gross Margin29.9%29.9%30.0%29.7%29.6%
Operating Margin9.5%9.5%8.8%8.6%9.2%
Net Margin4.4%4.4%3.7%3.8%4.3%
Balance Sheet
Debt/Equity1.831.832.091.811.84
Current Ratio0.450.45———
Cash Flow
Free Cash Flow$3.60B$3.60B$3.35B$2.72B$2.68B
Returns
ROE12.4%12.4%10.1%9.4%10.5%
Valuation
P/E19.3019.308.868.887.77
EV/EBITDA5.165.164.764.744.76
P/B1.491.490.890.840.82
Growth & Yield
Revenue Growth9.5%9.5%11.7%8.3%—
EPS Growth34.3%34.3%10.8%-4.4%—
Dividend Yield3.5%3.5%———

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

2.2%

fácil

EPS terminal req.

$8.68

Spread vs growth

32.1%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$10.51

Spread vs growth

29.1%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$16.92

Spread vs growth

26.7%

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 +33.0%

Total return

+33.0%

Start / end P/E

13.3x → 12.9x

EPS bridge

6.06 → 8.14

Residual

-1.2%

EPS growth+34.3%
Multiple rerating-3.6%
Dividend+3.5%
Residual / FX / buybacks / cross-term-1.2%

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.