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4DS.DE$23.10-2.53%
Fair $23.10+0.0%

4DS.DE

Daldrup & Söhne Aktiengesellschaft

Energy / Oil & Gas DrillingXETRA

$23.10

-0.60 (-2.53%)

Fairly Valued+0.0%Fair Value $23.10Fund rank 28/100 · Data gapFallback financials|
SA 54/C
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $676273.47 · quality 50.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

54/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 4DS.DELocal privado en este navegador · Daldrup & Söhne Aktiengesellschaft
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

$138M

P/E

52.5x

↑

EV/EBITDA

14.9x

↑

ROE

10.6%

↑

Gross Margin

55.2%

↑

Debt/Equity

0.07

↓
52-Week Range$23
$11$30

TradingView lightweight chart

4DS.DE price, volumen y niveles de valoración

Último $23.10Periodo +44.4%
Fair value: $23.10

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

-11.5%

FCF CAGR

—

FCF margin

17.7%

FCF / Net income

3.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.1M · net income $2.5M · FCF $9.6M

2021-FY → 2024-FY

Gross margin

55.2%+29.1% pts

Operating margin

17.3%+15.3% pts

Net margin

4.6%+3.6% pts

FCF margin

17.7%+19.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$54.1M$54.1M$49.1M$38.2M$78.1M
Net Income$2.5M$2.5M$889839.59$851715.64$784746.90
EBITDA$8.9M$8.9M$4.2M$4.4M$4.1M
EPS0.420.420.150.140.13
Gross Margin55.2%55.2%48.2%53.0%26.1%
Operating Margin17.3%17.3%4.7%4.7%2.0%
Net Margin4.6%4.6%1.8%2.2%1.0%
Balance Sheet
Debt/Equity0.070.070.370.390.41
Current Ratio4.264.26———
Cash Flow
Free Cash Flow$9.6M$9.6M$312207.82$676273.47$-1.6M
Returns
ROE10.6%10.6%4.2%4.3%4.1%
Valuation
P/E52.5052.5060.4053.9838.90
EV/EBITDA14.8614.8613.8911.478.64
P/B5.825.822.562.301.60
Growth & Yield
Revenue Growth10.2%10.2%28.6%-51.1%—
EPS Growth180.0%180.0%5.4%8.5%—
Dividend Yield0.6%0.6%———

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

69.6%

muy exigente

EPS terminal req.

$2.05

Spread vs growth

110.4%

5Y implied EPS CAGR

42.6%

muy exigente

EPS terminal req.

$2.48

Spread vs growth

137.4%

10Y implied EPS CAGR

25.3%

muy exigente

EPS terminal req.

$3.99

Spread vs growth

154.7%

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 +108.7%

Total return

+108.7%

Start / end P/E

74.0x → 55.0x

EPS bridge

0.15 → 0.42

Residual

-46.2%

EPS growth+180.0%
Multiple rerating-25.7%
Dividend+0.6%
Residual / FX / buybacks / cross-term-46.2%

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.