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834.F$3.10+0.65%
Fair $3.10+0.0%

834.F

834.F

Financial Services / Banks - RegionalFrankfurt

$3.10

+0.02 (+0.65%)

Fairly Valued+0.0%Fair Value $3.10Fund rank 22/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 37.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

44/100

C

Piotroski

5/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 834.FLocal privado en este navegador · 834.F
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

$462M

P/E

4.8x

↓

EV/EBITDA

N/A

•

ROE

9.9%

↑

Gross Margin

N/A

•

Debt/Equity

0.86

↑
52-Week Range$3
$1$4

TradingView lightweight chart

834.F price, volumen y niveles de valoración

Último $3.100Periodo +156.8%
Fair value: $3.100

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

+12.4%

FCF CAGR

-44.9%

FCF margin

45.1%

FCF / Net income

1.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $359.3M · net income $95.9M · FCF $162.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

26.7%+7.2% pts

FCF margin

45.1%-337.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$359.3M$359.3M$328.0M$293.7M$253.0M
Net Income$95.9M$95.9M$73.7M$80.2M$49.3M
EPS0.640.640.490.540.33
Net Margin26.7%26.7%22.5%27.3%19.5%
Balance Sheet
Debt/Equity0.860.860.630.570.37
Cash Flow
Free Cash Flow$162.2M$162.2M$-214.1M$-258.2M$967.0M
Returns
ROE9.9%9.9%8.4%10.1%7.0%
Valuation
P/E4.774.77——3.66
P/B0.480.48——0.25
Growth & Yield
Revenue Growth9.5%9.5%11.7%16.1%—
EPS Growth29.9%29.9%-8.4%63.8%—

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

-24.6%

fácil

EPS terminal req.

$0.28

Spread vs growth

54.5%

5Y implied EPS CAGR

-12.3%

fácil

EPS terminal req.

$0.33

Spread vs growth

42.2%

10Y implied EPS CAGR

-1.8%

fácil

EPS terminal req.

$0.54

Spread vs growth

31.7%

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 +156.8%

Total return

+156.8%

Start / end P/E

2.4x → 4.8x

EPS bridge

0.49 → 0.64

Residual

+29.2%

EPS growth+29.9%
Multiple rerating+97.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term+29.2%

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.