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BIR.TO$6.54+1.55%
Fair $6.54+0.0%

BIR.TO

Birchcliff Energy Ltd.

Energy / Oil & Gas E&PToronto

$6.54

+0.10 (+1.55%)

Fairly Valued+0.0%Fair Value $6.54Fund rank 27/100 · Data gapFallback financials|
SA 24/D
F-Score: 6/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $15.7M · quality 39.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

24/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 2.9%, below the 5% threshold
Thesis & Journal · BIR.TOLocal privado en este navegador · Birchcliff Energy 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

$1.8B

P/E

26.2x

↑

EV/EBITDA

4.6x

↓

ROE

2.9%

↓

Gross Margin

43.9%

↑

Debt/Equity

N/A

•
52-Week Range$7
$6$8

TradingView lightweight chart

BIR.TO price, volumen y niveles de valoración

Último $6.540Periodo +12980.0%
Fair value: $6.540

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

-18.8%

FCF CAGR

-52.1%

FCF margin

14.0%

FCF / Net income

1.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $726.7M · net income $64.9M · FCF $101.5M

2022-FY → 2025-FY

Gross margin

43.9%-19.4% pts

Operating margin

16.2%-32.6% pts

Net margin

8.9%-39.4% pts

FCF margin

14.0%-53.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$726.7M$726.7M$640.9M$770.9M$1.36B
Net Income$64.9M$64.9M$56.1M$9.8M$656.8M
EBITDA$387.3M$387.3M$362.2M$262.8M$1.08B
EPS——0.210.042.38
Gross Margin43.9%43.9%32.4%42.7%63.3%
Operating Margin16.2%16.2%1.8%15.6%48.7%
Net Margin8.9%8.9%8.8%1.3%48.3%
Balance Sheet
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$101.5M$101.5M$-77.5M$15.7M$922.9M
Returns
ROE2.9%2.9%2.6%0.4%27.2%
Valuation
P/E26.1626.1626.38146.503.48
EV/EBITDA4.644.644.166.082.10
P/B0.800.800.690.720.94
Growth & Yield
Revenue Growth13.4%13.4%-16.9%-43.3%—
EPS Growth——425.0%-98.3%—
Dividend Yield1.8%1.8%———

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 +2.8%

Total return

+2.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.21 → n/d

Residual

+0.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+0.9%

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.