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BAND$70.89+9.11%
Fair $70.89+0.0%

BAND

Bandwidth Inc.

Technology / Software - InfrastructureNasdaqGS

$70.89

+5.92 (+9.11%)

Fairly Valued+0.0%Fair Value $70.89Fund rank 21/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Low Profitability

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $56.5M · quality 25.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 11Warnings: 1unknown: 11
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. ROE is -3.2%, below the 5% threshold
Thesis & Journal · BANDLocal privado en este navegador · Bandwidth 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

$2.3B

P/E

N/A

•

EV/EBITDA

63.9x

↑

ROE

-3.2%

↓

Gross Margin

39.1%

↑

Debt/Equity

1.20

↑
52-Week Range$71
$13$72

TradingView lightweight chart

BAND price, volumen y niveles de valoración

Último $70.89Periodo +254.4%
Fair value: $70.89

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

+18.5%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

-4.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $753.8M · net income $-12.9M · FCF $56.5M

2015-FY → 2025-FY

Gross margin

39.1%-3.4% pts

Operating margin

-1.9%-7.7% pts

Net margin

-1.7%+3.1% pts

FCF margin

7.5%+11.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$753.8M$753.8M$748.5M$601.1M$573.2M$490.9M$343.1M$232.6M$204.1M$163.0M$152.1M$137.8M
Net Income$-12.9M$-12.9M$-6.5M$-16.3M$19.6M$-27.4M$-44.0M$2.5M$17.9M$6.0M$22.4M$-6.7M
EBITDA$39.2M$39.2M$42.1M$23.2M$56.0M———————
EPS-0.43-0.43-0.24-0.64-0.48-1.09-1.830.100.850.371.51-0.47
Gross Margin39.1%39.1%37.4%39.3%41.6%43.6%44.9%46.3%47.0%45.2%44.0%42.5%
Operating Margin-1.9%-1.9%-2.7%-5.9%-4.2%-0.5%-3.9%-7.6%3.3%9.0%10.0%5.8%
Net Margin-1.7%-1.7%-0.9%-2.7%3.4%-5.6%-12.8%1.1%8.8%3.7%14.7%-4.9%
Balance Sheet
Debt/Equity1.201.201.612.171.811.180.660.00————
Current Ratio0.940.94——————————
Cash Flow
Free Cash Flow$56.5M$56.5M$58.5M$19.1M$-29.2M—$-7.8M$-23.5M$12.2M$9.6M$1.3M$-5.9M
Returns
ROE-3.2%-3.2%-2.1%-5.5%7.2%-6.6%-10.2%0.9%16.5%7.8%-99.9%35.1%
Valuation
EV/EBITDA63.8763.8720.9937.9518.80———————
P/B5.325.321.481.242.47———————
Growth & Yield
Revenue Growth0.7%0.7%24.5%4.9%—43.1%47.5%14.0%25.3%7.1%10.4%—
EPS Growth-79.2%-79.2%62.5%-33.3%—40.4%-1930.0%-88.2%129.7%-75.5%421.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +405.6%

Total return

+405.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.24 → -0.43

Residual

+405.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+405.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.