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ALODC.PA$8.28-1.43%
Fair $8.28+0.0%

ALODC.PA

Omer-Decugis & Cie SA

Consumer Defensive / Food DistributionParis

$8.28

-0.12 (-1.43%)

Fairly Valued+0.0%Fair Value $8.28Fund rank 31/100 · Data gapFallback financials|
SA 58/C
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $2.8M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

58/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ALODC.PALocal privado en este navegador · Omer-Decugis & Cie SA
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

$70M

P/E

11.3x

↓

EV/EBITDA

6.4x

↓

ROE

16.9%

↑

Gross Margin

10.1%

↓

Debt/Equity

0.12

↓
52-Week Range$8
$5$10

TradingView lightweight chart

ALODC.PA price, volumen y niveles de valoración

Último $8.280Periodo +10.4%
Fair value: $8.280

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

+14.7%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $284.8M · net income $6.3M · FCF $517483.0

2022-FY → 2025-FY

Gross margin

10.1%+3.8% pts

Operating margin

3.4%+3.9% pts

Net margin

2.2%+2.9% pts

FCF margin

0.2%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$284.8M$284.8M$247.0M$206.3M$188.6M
Net Income$6.3M$6.3M$3.0M$93088.00$-1.2M
EBITDA$11.3M$11.3M$6.7M$2.2M$1.0M
EPS0.730.730.350.01-0.14
Gross Margin10.1%10.1%8.9%6.5%6.3%
Operating Margin3.4%3.4%1.8%0.3%-0.5%
Net Margin2.2%2.2%1.2%0.0%-0.7%
Balance Sheet
Debt/Equity0.120.120.190.230.42
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$517483.00$517483.00$2.8M$3.6M$-12.1M
Returns
ROE16.9%16.9%9.3%0.3%-4.1%
Valuation
P/E11.3411.3411.83452.00—
EV/EBITDA6.366.365.6119.2060.80
P/B1.901.901.121.321.69
Growth & Yield
Revenue Growth15.3%15.3%19.7%9.4%—
EPS Growth108.6%108.6%3400.0%107.1%—
Dividend Yield2.1%2.1%———

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

0.2%

fácil

EPS terminal req.

$0.73

Spread vs growth

108.4%

5Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$0.89

Spread vs growth

104.6%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$1.43

Spread vs growth

101.6%

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 +52.1%

Total return

+52.1%

Start / end P/E

15.8x → 11.3x

EPS bridge

0.35 → 0.73

Residual

-30.5%

EPS growth+108.6%
Multiple rerating-28.1%
Dividend+2.1%
Residual / FX / buybacks / cross-term-30.5%

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.