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Recent

v0.1
69R.F$7.20-0.28%
Fair $7.20+0.0%

69R.F

Appear ASA

Technology / Computer HardwareFrankfurt

$7.20

-0.02 (-0.28%)

Fairly Valued+0.0%Fair Value $7.20Fund rank 32/100 · Data gapFallback financials|
SA 63/B
F-Score: 6/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $73.2M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

63/100

B

Piotroski

6/9

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 · 69R.FLocal privado en este navegador · Appear ASA
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

$292M

P/E

23.2x

↑

EV/EBITDA

1.5x

↓

ROE

21.9%

↑

Gross Margin

72.3%

↑

Debt/Equity

0.11

↓
52-Week Range$7
$5$7

TradingView lightweight chart

69R.F price, volumen y niveles de valoración

Último $7.200Periodo +19.0%
Fair value: $7.200

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

+36.3%

FCF CAGR

—

FCF margin

9.1%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $800.9M · net income $129.2M · FCF $73.2M

2022-FY → 2025-FY

Gross margin

72.3%+8.3% pts

Operating margin

21.3%+28.6% pts

Net margin

16.1%+20.3% pts

FCF margin

9.1%+25.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$800.9M$800.9M$605.6M$407.6M$316.4M
Net Income$129.2M$129.2M$69.5M$32.4M$-13.4M
EBITDA$191.9M$191.9M$108.5M$53.6M$-11.8M
EPS3.403.401.700.79-0.33
Gross Margin72.3%72.3%72.3%71.2%64.1%
Operating Margin21.3%21.3%12.5%8.1%-7.2%
Net Margin16.1%16.1%11.5%8.0%-4.2%
Balance Sheet
Debt/Equity0.110.110.200.040.17
Current Ratio3.143.14———
Cash Flow
Free Cash Flow$73.2M$73.2M$66.7M$78.3M$-50.4M
Returns
ROE21.9%21.9%26.0%16.4%-8.1%
Valuation
P/E23.2323.23———
EV/EBITDA1.511.51———
P/B0.460.46———
Growth & Yield
Revenue Growth32.3%32.3%48.6%28.8%—
EPS Growth99.5%99.5%114.4%342.8%—

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

-42.7%

fácil

EPS terminal req.

$0.64

Spread vs growth

142.2%

5Y implied EPS CAGR

-25.6%

fácil

EPS terminal req.

$0.77

Spread vs growth

125.2%

10Y implied EPS CAGR

-9.6%

fácil

EPS terminal req.

$1.24

Spread vs growth

109.1%

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 · available periodreconcilia total +19.0%

Total return

+19.0%

Start / end P/E

3.5x → 2.1x

EPS bridge

1.70 → 3.40

Residual

-40.1%

EPS growth+99.5%
Multiple rerating-40.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.1%

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.