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B2I.OL$21.55-2.41%
Fair $21.55+0.0%

B2I.OL

B2 Impact ASA

Financial Services / Credit ServicesOslo

$21.55

-0.55 (-2.41%)

Fairly Valued+0.0%Fair Value $21.55Fund rank 35/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9

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 25.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data 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

49/100

C

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · B2I.OLLocal privado en este navegador · B2 Impact ASA
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

$8.0B

P/E

12.2x

↓

EV/EBITDA

N/A

•

ROE

10.9%

↑

Gross Margin

N/A

•

Debt/Equity

1.84

↑
52-Week Range$22
$12$26

TradingView lightweight chart

B2I.OL price, volumen y niveles de valoración

Último $22.25Periodo +78.0%
Fair value: $21.55

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

+12.0%

FCF CAGR

+14.2%

FCF margin

138.8%

FCF / Net income

7.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.34B · net income $621.0M · FCF $4.64B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

18.6%+4.9% pts

FCF margin

138.8%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.34B$3.34B$2.66B$2.44B$2.38B
Net Income$621.0M$621.0M$277.0M$363.0M$326.0M
EPS1.661.660.750.940.82
Net Margin18.6%18.6%10.4%14.9%13.7%
Balance Sheet
Debt/Equity1.841.841.771.901.99
Current Ratio12.5312.53———
Cash Flow
Free Cash Flow$4.64B$4.64B$3.72B$4.43B$3.12B
Returns
ROE10.9%10.9%4.9%6.5%6.3%
Valuation
P/E12.1812.1813.447.779.17
P/B1.411.410.660.510.57
Growth & Yield
Revenue Growth25.8%25.8%8.7%2.8%—
EPS Growth121.3%121.3%-20.2%14.6%—
Dividend Yield8.5%8.5%———

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

4.8%

fácil

EPS terminal req.

$1.91

Spread vs growth

116.5%

5Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$2.31

Spread vs growth

114.5%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$3.73

Spread vs growth

112.9%

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 +85.4%

Total return

+85.4%

Start / end P/E

16.8x → 13.4x

EPS bridge

0.75 → 1.66

Residual

-24.4%

EPS growth+121.3%
Multiple rerating-20.1%
Dividend+8.5%
Residual / FX / buybacks / cross-term-24.4%

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.