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ARROWHEAD.BO$74.95+0.00%
Fair $74.95+0.0%

ARROWHEAD.BO

Arrowhead Seperation Engineering Ltd

Industrials / Specialty Industrial MachineryBSE

$74.95

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $74.95Fund rank 24/100 · Data gapFallback financials|
SA 45/C
F-Score: 1/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-22.9M · quality 46.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.5%, below the 5% threshold
Thesis & Journal · ARROWHEAD.BOLocal privado en este navegador · Arrowhead Seperation Engineering 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

$140M

P/E

33.9x

↑

EV/EBITDA

15.2x

↑

ROE

2.5%

↓

Gross Margin

30.5%

↑

Debt/Equity

0.32

↓
52-Week Range$75
$68$94

TradingView lightweight chart

ARROWHEAD.BO price, volumen y niveles de valoración

Último $74.95Periodo -68.4%
Fair value: $74.95

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

+23.2%

FCF CAGR

—

FCF margin

-19.3%

FCF / Net income

-9.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $203.2M · net income $4.1M · FCF $-39.3M

2022-FY → 2025-FY

Gross margin

30.5%-18.1% pts

Operating margin

7.9%-1.4% pts

Net margin

2.0%+1.2% pts

FCF margin

-19.3%-10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$203.2M$203.2M$247.6M$215.0M$108.7M
Net Income$4.1M$4.1M$20.4M$10.2M$917000.00
EBITDA$11.7M$11.7M$35.9M$25.4M$10.8M
EPS2.212.2113.455.470.49
Gross Margin30.5%30.5%37.8%38.5%48.6%
Operating Margin7.9%7.9%18.2%17.1%9.3%
Net Margin2.0%2.0%8.2%4.8%0.8%
Balance Sheet
Debt/Equity0.320.320.113.309.05
Current Ratio2.742.74———
Cash Flow
Free Cash Flow$-39.3M$-39.3M$-22.9M$5.7M$-9.8M
Returns
ROE2.5%2.5%12.6%41.6%11.9%
Valuation
P/E33.9133.9110.63——
EV/EBITDA15.2015.205.66——
P/B0.850.851.34——
Growth & Yield
Revenue Growth-17.9%-17.9%15.2%97.8%—
EPS Growth-83.6%-83.6%145.9%1016.4%—

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

44.4%

muy exigente

EPS terminal req.

$6.65

Spread vs growth

-127.9%

5Y implied EPS CAGR

29.5%

muy exigente

EPS terminal req.

$8.05

Spread vs growth

-113.1%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$12.96

Spread vs growth

-102.9%

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 -9.7%

Total return

-9.7%

Start / end P/E

6.2x → 33.9x

EPS bridge

13.45 → 2.21

Residual

-375.7%

EPS growth-83.6%
Multiple rerating+449.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-375.7%

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.