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AMPA.TA$1638.00-0.67%
Fair $1638.00+0.0%

AMPA.TA

Ampa Ltd

Industrials / ConglomeratesTel Aviv

$1638.00

-11.00 (-0.67%)

Fairly Valued+0.0%Fair Value $1638.00Fund rank 33/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $186.1M · quality 61.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

37/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · AMPA.TALocal privado en este navegador · Ampa 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

$4.1B

P/E

19.3x

↑

EV/EBITDA

735.3x

↑

ROE

7.3%

↑

Gross Margin

60.5%

↑

Debt/Equity

1.32

↑
52-Week Range$1638
$12$1777

TradingView lightweight chart

AMPA.TA price, volumen y niveles de valoración

Último $1,638Periodo +12519.4%
Fair value: $1,638

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

-6.0%

FCF CAGR

+29.9%

FCF margin

25.4%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $732.9M · net income $208.4M · FCF $186.1M

2023-FY → 2025-FY

Gross margin

60.5%+3.1% pts

Operating margin

46.4%-1.6% pts

Net margin

28.4%+16.8% pts

FCF margin

25.4%+12.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$732.9M$732.9M$707.1M$829.8M
Net Income$208.4M$208.4M$138.5M$96.6M
EBITDA$506.7M$506.7M$453.0M$400.9M
EPS0.930.930.550.38
Gross Margin60.5%60.5%60.8%57.4%
Operating Margin46.4%46.4%47.5%48.0%
Net Margin28.4%28.4%19.6%11.6%
Balance Sheet
Debt/Equity1.321.321.86—
Current Ratio1.641.64——
Cash Flow
Free Cash Flow$186.1M$186.1M$189.3M$110.2M
Returns
ROE7.3%7.3%6.8%—
Valuation
P/E19.2719.27——
EV/EBITDA735.28735.28——
P/B129.90129.90——
Growth & Yield
Revenue Growth3.7%3.7%-14.8%—
EPS Growth68.4%68.4%43.4%—
Dividend Yield1.2%1.2%——

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

439.6%

muy exigente

EPS terminal req.

$145.35

Spread vs growth

-371.2%

5Y implied EPS CAGR

185.6%

muy exigente

EPS terminal req.

$175.87

Spread vs growth

-117.2%

10Y implied EPS CAGR

77.3%

muy exigente

EPS terminal req.

$283.24

Spread vs growth

-8.8%

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 +12520.6%

Total return

+12520.6%

Start / end P/E

23.6x → 1770.8x

EPS bridge

0.55 → 0.93

Residual

+5058.7%

EPS growth+68.4%
Multiple rerating+7392.3%
Dividend+1.2%
Residual / FX / buybacks / cross-term+5058.7%

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.