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AOF.DE$83.00+1.32%
Fair $83.00+0.0%

AOF.DE

ATOSS Software SE

Technology / Software - ApplicationXETRA

$83.00

+1.00 (+1.32%)

Fairly Valued+0.0%Fair Value $83.00Fund rank 39/100 · Data gapFallback financials|
SA 41/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $50.8M · quality 83.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

41/100

C

Piotroski

5/9

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 · AOF.DELocal privado en este navegador · ATOSS Software SE
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

$1.3B

P/E

27.3x

↑

EV/EBITDA

16.0x

↑

ROE

49.8%

↑

Gross Margin

78.4%

↑

Debt/Equity

0.07

↓
52-Week Range$83
$69$148

TradingView lightweight chart

AOF.DE price, volumen y niveles de valoración

Último $77.00Periodo +6011.1%
Fair value: $83.00

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

+18.4%

FCF CAGR

+22.3%

FCF margin

24.4%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $189.3M · net income $48.4M · FCF $46.2M

2022-FY → 2025-FY

Gross margin

78.4%+5.8% pts

Operating margin

36.4%+9.1% pts

Net margin

25.6%+8.5% pts

FCF margin

24.4%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$189.3M$189.3M$170.6M$151.2M$113.9M
Net Income$48.4M$48.4M$45.5M$35.8M$19.4M
EBITDA$77.1M$77.1M$71.7M$57.6M$33.4M
EPS3.043.042.862.251.22
Gross Margin78.4%78.4%77.1%77.1%72.6%
Operating Margin36.4%36.4%37.5%35.5%27.3%
Net Margin25.6%25.6%26.6%23.7%17.0%
Balance Sheet
Debt/Equity0.070.070.080.140.21
Cash Flow
Free Cash Flow$46.2M$46.2M$58.5M$50.8M$25.3M
Returns
ROE49.8%49.8%56.8%57.8%40.6%
Valuation
P/E27.3027.3040.2144.3159.43
EV/EBITDA16.0216.0224.4426.5634.05
P/B13.5913.5922.8425.6324.18
Growth & Yield
Revenue Growth10.9%10.9%12.8%32.7%—
EPS Growth6.3%6.3%27.1%84.4%—
Dividend Yield3.0%3.0%———

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

34.3%

muy exigente

EPS terminal req.

$7.36

Spread vs growth

-28.0%

5Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$8.91

Spread vs growth

-17.7%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$14.35

Spread vs growth

-10.5%

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 -39.1%

Total return

-39.1%

Start / end P/E

46.5x → 25.3x

EPS bridge

2.86 → 3.04

Residual

-2.9%

EPS growth+6.3%
Multiple rerating-45.5%
Dividend+3.0%
Residual / FX / buybacks / cross-term-2.9%

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.