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ACX.TO$7.17+5.44%
Fair $7.17+0.0%

ACX.TO

ACT Energy Technologies Ltd.

Energy / Oil & Gas DrillingToronto

$7.17

+0.37 (+5.44%)

Fairly Valued+0.0%Fair Value $7.17Fund rank 30/100 · Data gapFallback financials|
SA 74/B
F-Score: 7/9

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 23%

FCF escenarios

weak_data · normalized FCF $23.6M · quality 48.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

74/100

B

Piotroski

7/9

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 · ACX.TOLocal privado en este navegador · ACT Energy Technologies Ltd.
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

$240M

P/E

10.0x

↓

EV/EBITDA

3.8x

↓

ROE

24.0%

↑

Gross Margin

21.3%

↓

Debt/Equity

0.46

↑
52-Week Range$7
$4$8

TradingView lightweight chart

ACX.TO price, volumen y niveles de valoración

Último $7.170Periodo +241.4%
Fair value: $7.170

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

+109.1%

FCF CAGR

—

FCF margin

5.7%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $571.8M · net income $57.9M · FCF $32.7M

2021-FY → 2024-FY

Gross margin

21.3%+23.0% pts

Operating margin

9.1%+25.5% pts

Net margin

10.1%+23.9% pts

FCF margin

5.7%+20.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$571.8M$571.8M$545.3M$319.0M$62.5M
Net Income$57.9M$57.9M$10.6M$18.3M$-8.6M
EBITDA$98.5M$98.5M$77.6M$60.7M$5.3M
EPS1.511.510.290.77-0.91
Gross Margin21.3%21.3%19.3%22.2%-1.7%
Operating Margin9.1%9.1%6.2%11.9%-16.4%
Net Margin10.1%10.1%1.9%5.8%-13.8%
Balance Sheet
Debt/Equity0.460.460.660.640.51
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$32.7M$32.7M$23.6M$12.0M$-9.1M
Returns
ROE24.0%24.0%5.9%11.9%-20.3%
Valuation
P/E9.969.9617.6210.27—
EV/EBITDA3.793.793.764.539.20
P/B1.141.141.031.220.70
Growth & Yield
Revenue Growth4.9%4.9%70.9%410.2%—
EPS Growth420.7%420.7%-62.3%184.6%—

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

-25.0%

fácil

EPS terminal req.

$0.64

Spread vs growth

445.7%

5Y implied EPS CAGR

-12.6%

fácil

EPS terminal req.

$0.77

Spread vs growth

433.3%

10Y implied EPS CAGR

-2.0%

fácil

EPS terminal req.

$1.24

Spread vs growth

422.6%

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 +44.6%

Total return

+44.6%

Start / end P/E

17.1x → 4.7x

EPS bridge

0.29 → 1.51

Residual

-303.9%

EPS growth+420.7%
Multiple rerating-72.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-303.9%

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.