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ACT.WA$35.80-0.42%
Fair $35.80+0.0%

ACT.WA

Action S.A.

Technology / Computer HardwareWarsaw

$35.80

-0.15 (-0.42%)

Fairly Valued+0.0%Fair Value $35.80Fund rank 29/100 · Data gapFallback financials|
SA 70/B
F-Score: 6/9
Margin Compression

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $34.3M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

70/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ACT.WALocal privado en este navegador · Action S.A.
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

$498M

P/E

14.1x

↓

EV/EBITDA

9.9x

↓

ROE

10.0%

↑

Gross Margin

8.5%

↓

Debt/Equity

0.01

↓
52-Week Range$36
$21$38

TradingView lightweight chart

ACT.WA price, volumen y niveles de valoración

Último $35.80Periodo +164.2%
Fair value: $35.80

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

+3.2%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.53B · net income $41.2M · FCF $34.3M

2021-FY → 2024-FY

Gross margin

8.5%-0.2% pts

Operating margin

1.4%-3.7% pts

Net margin

1.6%-2.7% pts

FCF margin

1.4%+3.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.53B$2.53B$2.51B$2.37B$2.31B
Net Income$41.2M$41.2M$36.8M$49.0M$100.9M
EBITDA$62.0M$62.0M$56.6M$67.7M$124.5M
EPS2.342.341.882.445.03
Gross Margin8.5%8.5%8.8%8.8%8.7%
Operating Margin1.4%1.4%1.8%2.3%5.1%
Net Margin1.6%1.6%1.5%2.1%4.4%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$34.3M$34.3M$63.0M$12.0M$-54.5M
Returns
ROE10.0%10.0%8.2%11.1%25.1%
Valuation
P/E14.0914.0910.186.072.86
EV/EBITDA9.949.946.383.611.92
P/B1.541.540.840.670.72
Growth & Yield
Revenue Growth0.9%0.9%6.1%2.6%—
EPS Growth24.5%24.5%-23.0%-51.5%—

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

10.7%

razonable

EPS terminal req.

$3.18

Spread vs growth

13.7%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$3.84

Spread vs growth

14.0%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$6.19

Spread vs growth

14.3%

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 +65.4%

Total return

+65.4%

Start / end P/E

11.5x → 15.3x

EPS bridge

1.88 → 2.34

Residual

+8.0%

EPS growth+24.5%
Multiple rerating+32.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.0%

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.