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AZRM.TA$1564.00-4.23%
Fair $1564.00+0.0%

AZRM.TA

Azorim-Investment, Development & Construction Co. Ltd

Consumer Cyclical / Residential ConstructionTel Aviv

$1564.00

-69.00 (-4.23%)

Fairly Valued+0.0%Fair Value $1564.00Fund rank 22/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-599.5M · quality 50.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

39/100

D

Piotroski

3/9

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 · AZRM.TALocal privado en este navegador · Azorim-Investment, Development & Construction Co. 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

$3.5B

P/E

14.8x

↓

EV/EBITDA

647.1x

↑

ROE

10.1%

↑

Gross Margin

25.1%

↓

Debt/Equity

1.88

↑
52-Week Range$1564
$1468$2433

TradingView lightweight chart

AZRM.TA price, volumen y niveles de valoración

Último $1,564Periodo +13.4%
Fair value: $1,564

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

+19.4%

FCF CAGR

—

FCF margin

-43.0%

FCF / Net income

-3.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88B · net income $240.2M · FCF $-809.1M

2022-FY → 2025-FY

Gross margin

25.1%+0.0% pts

Operating margin

18.8%+0.8% pts

Net margin

12.8%-2.8% pts

FCF margin

-43.0%-17.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.88B$1.88B$1.75B$1.47B$1.10B
Net Income$240.2M$240.2M$170.5M$174.6M$171.5M
EBITDA$517.0M$517.0M$384.7M$387.6M$299.4M
EPS1.141.140.790.800.79
Gross Margin25.1%25.1%25.7%23.8%25.1%
Operating Margin18.8%18.8%19.9%18.0%18.0%
Net Margin12.8%12.8%9.7%11.8%15.5%
Balance Sheet
Debt/Equity1.881.881.661.461.45
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$-809.1M$-809.1M$-364.8M$-599.5M$-286.8M
Returns
ROE10.1%10.1%7.6%8.4%9.1%
Valuation
P/E14.7514.752602.501870.171532.83
EV/EBITDA647.07647.071164.63851.81882.15
P/B139.46139.46198.77158.35139.21
Growth & Yield
Revenue Growth7.3%7.3%18.8%33.5%—
EPS Growth45.2%45.2%-2.4%2.5%—
Dividend Yield0.6%0.6%———

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

395.6%

muy exigente

EPS terminal req.

$138.78

Spread vs growth

-350.4%

5Y implied EPS CAGR

171.4%

muy exigente

EPS terminal req.

$167.92

Spread vs growth

-126.2%

10Y implied EPS CAGR

72.8%

muy exigente

EPS terminal req.

$270.44

Spread vs growth

-27.6%

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 +1.6%

Total return

+1.6%

Start / end P/E

1971.5x → 1371.9x

EPS bridge

0.79 → 1.14

Residual

-13.8%

EPS growth+45.2%
Multiple rerating-30.4%
Dividend+0.6%
Residual / FX / buybacks / cross-term-13.8%

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.