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ARG.TO$6.93+4.21%
Fair $6.93+0.0%

ARG.TO

Amerigo Resources Ltd.

Basic Materials / CopperToronto

$6.93

+0.28 (+4.21%)

Fairly Valued+0.0%Fair Value $6.93Fund rank 30/100 · Data gapFallback financials|
SA 48/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.8M · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

48/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · ARG.TOLocal privado en este navegador · Amerigo Resources 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

$1.1B

P/E

17.8x

↑

EV/EBITDA

13.5x

↑

ROE

30.8%

↑

Gross Margin

20.2%

↑

Debt/Equity

N/A

•
52-Week Range$7
$2$7

TradingView lightweight chart

ARG.TO price, volumen y niveles de valoración

Último $6.930Periodo +3365.0%
Fair value: $6.930

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

+7.9%

FCF CAGR

+32.0%

FCF margin

9.6%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $331.9M · net income $35.4M · FCF $31.8M

2022-FY → 2025-FY

Gross margin

20.2%+9.5% pts

Operating margin

18.4%+9.7% pts

Net margin

10.7%+9.0% pts

FCF margin

9.6%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$331.9M$331.9M$295.0M$241.2M$264.2M
Net Income$35.4M$35.4M$19.2M$3.4M$4.4M
EBITDA$82.0M$82.0M$57.6M$30.0M$35.1M
EPS0.210.210.120.020.03
Gross Margin20.2%20.2%15.4%5.9%10.7%
Operating Margin18.4%18.4%12.9%3.8%8.7%
Net Margin10.7%10.7%6.5%1.4%1.7%
Balance Sheet
Debt/Equity——0.100.200.22
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$31.8M$31.8M$50.4M$3.4M$13.8M
Returns
ROE30.8%30.8%18.4%3.2%3.7%
Valuation
P/E17.7717.7713.3370.5046.67
EV/EBITDA13.5113.514.208.016.52
P/B9.979.972.552.252.03
Growth & Yield
Revenue Growth12.5%12.5%22.3%-8.7%—
EPS Growth75.0%75.0%500.0%-33.3%—
Dividend Yield4.2%4.2%———

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

43.1%

muy exigente

EPS terminal req.

$0.61

Spread vs growth

31.9%

5Y implied EPS CAGR

28.8%

muy exigente

EPS terminal req.

$0.74

Spread vs growth

46.2%

10Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$1.20

Spread vs growth

56.0%

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 · 1Y approxreconcilia total +287.1%

Total return

+287.1%

Start / end P/E

15.1x → 33.0x

EPS bridge

0.12 → 0.21

Residual

+89.1%

EPS growth+75.0%
Multiple rerating+118.8%
Dividend+4.2%
Residual / FX / buybacks / cross-term+89.1%

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.