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ASO$52.26-1.03%
Fair $52.26+0.0%

ASO

Academy Sports and Outdoors, Inc.

Consumer Cyclical / Specialty RetailNasdaqGS

$52.26

-0.54 (-1.03%)

Fairly Valued+0.0%Fair Value $52.26Fund rank 32/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
Margin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $327.5M · quality 65.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

20/100

SEC 0%

Latest source: unknownPeriods: 8Warnings: 1unknown: 8
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. Operating margin has declined for 4 consecutive years
Thesis & Journal · ASOLocal privado en este navegador · Academy Sports and Outdoors, Inc.
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

$3.4B

P/E

9.4x

↓

EV/EBITDA

7.9x

↓

ROE

17.4%

↑

Gross Margin

34.8%

↑

Debt/Equity

0.87

↑
52-Week Range$52
$40$62

TradingView lightweight chart

ASO price, volumen y niveles de valoración

Último $52.26Periodo +302.3%
Fair value: $52.26

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2026 · 7 años de histórico normalizado

Revenue CAGR

+3.4%

FCF CAGR

—

FCF margin

3.7%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.05B · net income $376.8M · FCF $221.4M

2019-FY → 2026-FY

Gross margin

34.8%+6.2% pts

Operating margin

8.5%+5.8% pts

Net margin

6.2%+5.8% pts

FCF margin

3.7%— pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$6.05B$6.05B$5.93B$6.16B$6.40B$6.77B$5.69B$4.83B$4.78B
Net Income$376.8M$376.8M$418.4M$519.2M$628.0M$671.4M$308.8M$120.0M$21.4M
EBITDA$645.1M$645.1M$693.2M$820.1M$971.5M$1.01B$525.9M$296.7M$261.7M
EPS5.545.545.736.707.497.123.791.600.29
Gross Margin34.8%34.8%33.9%34.3%34.6%34.7%30.5%29.6%28.6%
Operating Margin8.5%8.5%9.1%11.0%13.2%13.4%7.4%3.7%2.7%
Net Margin6.2%6.2%7.1%8.4%9.8%9.9%5.4%2.5%0.4%
Balance Sheet
Debt/Equity0.870.870.890.871.090.470.70——
Current Ratio1.891.89———————
Cash Flow
Free Cash Flow$221.4M$221.4M$327.7M$327.5M$443.2M$597.5M$970.3M$200.9M—
Returns
ROE17.4%17.4%20.9%26.6%38.6%45.8%27.8%——
Valuation
P/E9.439.438.819.628.35————
EV/EBITDA7.937.937.487.746.87————
P/B1.641.641.842.563.22————
Growth & Yield
Revenue Growth2.0%2.0%-3.7%-3.7%—19.1%17.8%1.0%—
EPS Growth-3.3%-3.3%-14.5%-10.5%—87.9%136.9%451.7%—
Dividend Yield1.1%1.1%———————

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

-5.8%

fácil

EPS terminal req.

$4.64

Spread vs growth

2.4%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$5.61

Spread vs growth

-3.6%

10Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$9.04

Spread vs growth

-8.3%

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 · 1Y approxreconcilia total +28.9%

Total return

+28.9%

Start / end P/E

7.1x → 9.4x

EPS bridge

5.73 → 5.54

Residual

-1.1%

EPS growth-3.3%
Multiple rerating+32.1%
Dividend+1.1%
Residual / FX / buybacks / cross-term-1.1%

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.