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AZK.MC$11.90+0.85%
Fair $11.90+0.0%

AZK.MC

Azkoyen, S.A.

Industrials / Business Equipment & SuppliesMCE

$11.90

+0.10 (+0.85%)

Fairly Valued+0.0%Fair Value $11.90Fund rank 37/100 · Data gapFallback financials|
SA 61/B
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.1M · quality 76.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

61/100

B

Piotroski

6/9

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 · AZK.MCLocal privado en este navegador · Azkoyen, 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

$290M

P/E

16.8x

↑

EV/EBITDA

8.1x

↓

ROE

13.0%

↑

Gross Margin

66.3%

↑

Debt/Equity

0.09

↓
52-Week Range$12
$8$13

TradingView lightweight chart

AZK.MC price, volumen y niveles de valoración

Último $11.90Periodo +42.7%
Fair value: $11.90

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

+7.3%

FCF CAGR

+18.0%

FCF margin

11.0%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $211.1M · net income $17.3M · FCF $23.1M

2022-FY → 2025-FY

Gross margin

66.3%+2.6% pts

Operating margin

13.4%+1.1% pts

Net margin

8.2%-0.5% pts

FCF margin

11.0%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$211.1M$211.1M$199.0M$192.5M$170.8M
Net Income$17.3M$17.3M$18.6M$17.3M$14.9M
EBITDA$35.0M$35.0M$35.9M$34.6M$28.0M
EPS0.710.710.760.710.61
Gross Margin66.3%66.3%64.8%63.3%63.7%
Operating Margin13.4%13.4%12.9%11.9%12.3%
Net Margin8.2%8.2%9.3%9.0%8.7%
Balance Sheet
Debt/Equity0.090.090.230.370.45
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$23.1M$23.1M$33.4M$10.9M$14.1M
Returns
ROE13.0%13.0%14.7%15.0%14.5%
Valuation
P/E16.7616.768.118.8310.00
EV/EBITDA8.068.064.475.276.58
P/B2.182.181.191.321.45
Growth & Yield
Revenue Growth6.0%6.0%3.4%12.7%—
EPS Growth-6.6%-6.6%6.9%16.2%—
Dividend Yield3.3%3.3%———

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

14.1%

razonable

EPS terminal req.

$1.06

Spread vs growth

-20.7%

5Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$1.28

Spread vs growth

-19.0%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$2.06

Spread vs growth

-17.8%

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 +26.2%

Total return

+26.2%

Start / end P/E

12.7x → 16.8x

EPS bridge

0.76 → 0.71

Residual

-2.1%

EPS growth-6.6%
Multiple rerating+31.6%
Dividend+3.3%
Residual / FX / buybacks / cross-term-2.1%

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.