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APPN$27.77+18.68%
Fair $27.77+0.0%

APPN

Appian Corporation

Technology / Software - InfrastructureNasdaqGM

$27.77

+4.37 (+18.68%)

Fairly Valued+0.0%Fair Value $27.77Fund rank 28/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9
Low Profitability

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 25%

FCF escenarios

weak_data · normalized FCF $3.1M · quality 51.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

45/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 11Warnings: 1unknown: 11
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. ROE is -2.6%, below the 5% threshold
Thesis & Journal · APPNLocal privado en este navegador · Appian Corporation
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

$2.0B

P/E

1388.5x

↑

EV/EBITDA

60.5x

↑

ROE

-2.6%

↓

Gross Margin

72.5%

↑

Debt/Equity

-6.38

↓
52-Week Range$28
$19$46

TradingView lightweight chart

APPN price, volumen y niveles de valoración

Último $27.77Periodo +85.0%
Fair value: $27.77

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

+20.7%

FCF CAGR

—

FCF margin

8.2%

FCF / Net income

48.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $726.9M · net income $1.2M · FCF $59.6M

2015-FY → 2025-FY

Gross margin

72.5%+16.1% pts

Operating margin

0.1%+4.4% pts

Net margin

0.2%+6.5% pts

FCF margin

8.2%+10.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$726.9M$726.9M$617.0M$545.4M$468.0M$369.3M$304.6M$260.4M$226.7M$176.7M$132.9M$111.2M
Net Income$1.2M$1.2M$-92.3M$-111.4M$-150.9M$-88.6M$-33.5M$-50.7M$-49.5M$-31.0M$-12.5M$-7.0M
EBITDA$37.0M$37.0M$-57.6M$-80.9M$-141.3M$-79.0M$-32.5M$-45.8M$-44.7M$-30.9M$-10.6M$-4.0M
EPS0.020.02-1.26-1.52-2.08-1.25-0.48-0.77————
Gross Margin72.5%72.5%72.7%70.6%71.5%71.8%70.9%64.0%62.5%63.5%62.3%56.4%
Operating Margin0.1%0.1%-9.9%-19.8%-31.0%-22.7%-12.4%-19.4%-20.6%-18.0%-8.6%-4.4%
Net Margin0.2%0.2%-15.0%-20.4%-32.2%-24.0%-11.0%-19.5%-21.8%-17.5%-9.4%-6.3%
Balance Sheet
Debt/Equity-6.38-6.38-9.655.301.260.00———0.00-0.22—
Current Ratio1.131.13——————————
Cash Flow
Free Cash Flow$59.6M$59.6M$3.1M$-120.1M$-115.6M$-60.0M$-8.9M$-41.3M$-38.3M$-9.6M$-8.7M$-2.7M
Returns
ROE-2.6%-2.6%282.7%-212.9%-103.6%-37.9%-11.3%-24.7%-67.6%-68.1%19.6%13.8%
Valuation
P/E1388.501388.50——————————
EV/EBITDA60.4660.46——————————
P/B———46.6215.73———————
Growth & Yield
Revenue Growth17.8%17.8%13.1%16.5%—21.2%17.0%14.8%28.3%33.0%19.5%—
EPS Growth101.6%101.6%17.1%26.9%—-160.4%37.7%—————

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

397.6%

muy exigente

EPS terminal req.

$2.46

Spread vs growth

-296.0%

5Y implied EPS CAGR

172.1%

muy exigente

EPS terminal req.

$2.98

Spread vs growth

-70.5%

10Y implied EPS CAGR

73.0%

muy exigente

EPS terminal req.

$4.80

Spread vs growth

28.6%

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 -11.8%

Total return

-11.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.26 → 0.02

Residual

-11.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.