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v0.1
ASIC$19.51+0.00%
Fair $19.51+0.0%

ASIC

ASIC

Financial Services / Insurance - Property & CasualtyNYSE

$19.51

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $19.51Fund rank 36/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 47.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 96/100Data 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

34/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · ASICLocal privado en este navegador · ASIC
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

$937M

P/E

10.2x

↓

EV/EBITDA

N/A

•

ROE

12.0%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$20
$16$25

TradingView lightweight chart

ASIC price, volumen y niveles de valoración

Último $19.51Periodo -20.9%
Fair value: $19.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+32.6%

FCF CAGR

+31.0%

FCF margin

34.7%

FCF / Net income

1.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $424.3M · net income $74.0M · FCF $147.2M

2023-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

17.4%+13.3% pts

FCF margin

34.7%-0.8% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$424.3M$424.3M$343.8M$241.3M
Net Income$74.0M$74.0M$47.1M$10.0M
EPS1.581.580.990.21
Net Margin17.4%17.4%13.7%4.2%
Balance Sheet
Current Ratio1.671.67——
Cash Flow
Free Cash Flow$147.2M$147.2M$125.6M$85.7M
Returns
ROE12.0%12.0%11.8%3.1%
Valuation
P/E10.1610.16——
P/B1.471.47——
Growth & Yield
Revenue Growth23.4%23.4%42.5%—
EPS Growth59.1%59.1%378.8%—

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

3.1%

fácil

EPS terminal req.

$1.73

Spread vs growth

56.0%

5Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$2.09

Spread vs growth

53.3%

10Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$3.37

Spread vs growth

51.3%

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 -20.9%

Total return

-20.9%

Start / end P/E

24.9x → 12.3x

EPS bridge

0.99 → 1.58

Residual

-29.8%

EPS growth+59.1%
Multiple rerating-50.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.8%

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.