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AMRZ$53.79-1.10%
Fair $53.79+0.0%

AMRZ

AMRZ

Basic Materials / Building MaterialsNYSE

$53.79

-0.60 (-1.10%)

Fairly Valued+0.0%Fair Value $53.79Fund rank 39/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 82.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

33/100

D

Piotroski

4/9

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 · AMRZLocal privado en este navegador · AMRZ
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

$29.8B

P/E

25.7x

↑

EV/EBITDA

12.2x

↑

ROE

8.9%

↑

Gross Margin

25.7%

↑

Debt/Equity

0.48

↑
52-Week Range$54
$44$66

TradingView lightweight chart

AMRZ price, volumen y niveles de valoración

Último $53.79Periodo +3.5%
Fair value: $53.79

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

+3.3%

FCF CAGR

-1.8%

FCF margin

12.0%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.81B · net income $1.19B · FCF $1.42B

2022-FY → 2025-FY

Gross margin

25.7%+2.6% pts

Operating margin

16.1%+0.1% pts

Net margin

10.0%-0.3% pts

FCF margin

12.0%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.81B$11.81B$11.70B$11.68B$10.73B
Net Income$1.19B$1.19B$1.27B$956.0M$1.11B
EBITDA$2.81B$2.81B$3.02B$2.70B$2.50B
EPS2.142.142.311.732.00
Gross Margin25.7%25.7%26.2%23.7%23.0%
Operating Margin16.1%16.1%18.2%16.0%16.0%
Net Margin10.0%10.0%10.9%8.2%10.3%
Balance Sheet
Debt/Equity0.480.480.961.031.05
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$1.42B$1.42B$1.64B$1.41B$1.50B
Returns
ROE8.9%8.9%12.8%10.4%13.5%
Valuation
P/E25.7425.74———
EV/EBITDA12.1712.17———
P/B2.252.25———
Growth & Yield
Revenue Growth0.9%0.9%0.2%8.9%—
EPS Growth-7.2%-7.2%33.3%-13.7%—
Dividend Yield0.2%0.2%———

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

30.7%

muy exigente

EPS terminal req.

$4.77

Spread vs growth

-37.8%

5Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$5.78

Spread vs growth

-29.1%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$9.30

Spread vs growth

-23.0%

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 +3.7%

Total return

+3.7%

Start / end P/E

22.6x → 25.1x

EPS bridge

2.31 → 2.14

Residual

-0.8%

EPS growth-7.2%
Multiple rerating+11.4%
Dividend+0.2%
Residual / FX / buybacks / cross-term-0.8%

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.