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ATG.WA$3.85-5.85%
Fair $3.85+0.0%

ATG.WA

ATM Grupa S.A.

Communication Services / EntertainmentWarsaw

$3.85

-0.25 (-5.85%)

Fairly Valued+0.0%Fair Value $3.85Fund rank 37/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $43.5M · quality 74.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

54/100

C

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ATG.WALocal privado en este navegador · ATM Grupa S.A.
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

$325M

P/E

9.6x

↓

EV/EBITDA

5.6x

↓

ROE

8.7%

↑

Gross Margin

20.7%

↓

Debt/Equity

0.09

↓
52-Week Range$4
$4$4

TradingView lightweight chart

ATG.WA price, volumen y niveles de valoración

Último $4.020Periodo +83.6%
Fair value: $3.850

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.9%

FCF CAGR

+82.9%

FCF margin

16.6%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $244.1M · net income $26.8M · FCF $40.5M

2021-FY → 2024-FY

Gross margin

20.7%+0.7% pts

Operating margin

14.2%+1.3% pts

Net margin

11.0%-0.0% pts

FCF margin

16.6%+13.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$244.1M$244.1M$234.0M$299.9M$223.9M
Net Income$26.8M$26.8M$27.1M$43.8M$24.6M
EBITDA$60.9M$60.9M$64.3M$72.3M$54.1M
EPS0.320.320.320.520.29
Gross Margin20.7%20.7%20.7%20.0%20.1%
Operating Margin14.2%14.2%14.1%13.8%12.9%
Net Margin11.0%11.0%11.6%14.6%11.0%
Balance Sheet
Debt/Equity0.090.090.080.100.10
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$40.5M$40.5M$43.5M$65.4M$6.6M
Returns
ROE8.7%8.7%8.9%14.6%8.8%
Valuation
P/E9.639.6310.786.7515.24
EV/EBITDA5.555.554.623.886.78
P/B1.051.050.950.981.33
Growth & Yield
Revenue Growth4.3%4.3%-22.0%34.0%—
EPS Growth0.0%0.0%-38.5%79.3%—
Dividend Yield11.2%11.2%———

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

2.2%

fácil

EPS terminal req.

$0.34

Spread vs growth

-2.2%

5Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$0.41

Spread vs growth

-5.3%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$0.67

Spread vs growth

-7.6%

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 +11.4%

Total return

+11.4%

Start / end P/E

12.5x → 12.6x

EPS bridge

0.32 → 0.32

Residual

-0.0%

EPS growth+0.0%
Multiple rerating+0.2%
Dividend+11.2%
Residual / FX / buybacks / cross-term-0.0%

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.