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4MS.WA$4.41+3.40%
Fair $4.41+0.0%

4MS.WA

4MS.WA

Consumer Defensive / Household & Personal ProductsWarsaw

$4.41

+0.14 (+3.40%)

Fairly Valued+0.0%Fair Value $4.41Fund rank 33/100 · Data gapFallback financials|
SA 66/B
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.7M · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

66/100

B

Piotroski

4/9

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 · 4MS.WALocal privado en este navegador · 4MS.WA
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

$98M

P/E

9.0x

↓

EV/EBITDA

5.3x

↓

ROE

12.6%

↑

Gross Margin

60.6%

↑

Debt/Equity

0.03

↓
52-Week Range$4
$4$5

TradingView lightweight chart

4MS.WA price, volumen y niveles de valoración

Último $4.405Periodo +51.6%
Fair value: $4.405

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

+19.5%

FCF CAGR

+90.9%

FCF margin

14.9%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $108.3M · net income $10.4M · FCF $16.1M

2022-FY → 2025-FY

Gross margin

60.6%+5.1% pts

Operating margin

13.1%-5.5% pts

Net margin

9.6%-3.8% pts

FCF margin

14.9%+11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$108.3M$108.3M$112.7M$96.3M$63.4M
Net Income$10.4M$10.4M$17.5M$18.1M$8.5M
EBITDA$17.3M$17.3M$23.4M$24.6M$13.0M
EPS0.430.430.740.760.38
Gross Margin60.6%60.6%60.7%59.9%55.5%
Operating Margin13.1%13.1%18.1%25.3%18.6%
Net Margin9.6%9.6%15.5%18.8%13.4%
Balance Sheet
Debt/Equity0.030.030.050.070.14
Current Ratio5.115.11———
Cash Flow
Free Cash Flow$16.1M$16.1M$4.2M$12.7M$2.3M
Returns
ROE12.6%12.6%24.3%33.3%25.3%
Valuation
P/E8.998.999.008.275.96
EV/EBITDA5.325.326.535.964.18
P/B1.281.282.192.751.51
Growth & Yield
Revenue Growth-3.9%-3.9%17.0%51.8%—
EPS Growth-41.7%-41.7%-2.3%98.8%—

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

-3.1%

fácil

EPS terminal req.

$0.39

Spread vs growth

-38.6%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$0.47

Spread vs growth

-43.6%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$0.76

Spread vs growth

-47.6%

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 +3.2%

Total return

+3.2%

Start / end P/E

5.8x → 10.2x

EPS bridge

0.74 → 0.43

Residual

-32.1%

EPS growth-41.7%
Multiple rerating+77.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-32.1%

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.