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Recent

v0.1
BIRD$4.18+1.46%
Fair $4.18+0.0%

BIRD

Allbirds, Inc.

Consumer Cyclical / Apparel RetailNasdaqGS

$4.18

+0.06 (+1.46%)

Fairly Valued+0.0%Fair Value $4.18Fund rank 29/100 · Data gapFallback financials|
SA 14/F
F-Score: 3/9
Declining RevenueLow 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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-58.2M · quality 65.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

14/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 7Warnings: 2unknown: 7
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. Revenue has declined for 3 consecutive years ROE is -2.2%, below the 5% threshold
Thesis & Journal · BIRDLocal privado en este navegador · Allbirds, 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

$37M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-215.2%

↓

Gross Margin

41.0%

↑

Debt/Equity

1.10

↑
52-Week Range$4
$2$24

TradingView lightweight chart

BIRD price, volumen y niveles de valoración

Último $4.180Periodo -99.3%
Fair value: $4.180

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2025 · 6 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-38.2%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $152.5M · net income $-77.3M · FCF $-58.2M

2019-FY → 2025-FY

Gross margin

41.0%— pts

Operating margin

-49.3%— pts

Net margin

-50.7%— pts

FCF margin

-38.2%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$152.5M$152.5M$189.8M$254.1M$297.8M———
Net Income$-77.3M$-77.3M$-93.3M$-152.5M$-101.4M$-45.4M$-25.9M$-14.5M
EBITDA$-67.8M$-67.8M$-81.6M$-97.8M$-81.5M$-23.2M$-22.1M$-5.6M
EPS-9.47-9.47-11.87-20.20-13.60-13.00-9.80-5.60
Gross Margin41.0%41.0%42.7%41.0%43.5%———
Operating Margin-49.3%-49.3%-49.5%-46.8%-32.3%———
Net Margin-50.7%-50.7%-49.2%-60.0%-34.0%———
Balance Sheet
Debt/Equity1.101.100.530.510.33———
Current Ratio1.591.59——————
Cash Flow
Free Cash Flow$-58.2M$-58.2M$-68.0M$-41.1M$-121.9M$-75.0M$-48.9M$-13.1M
Returns
ROE-215.2%-215.2%-91.8%-82.3%-32.0%-11.4%101.4%159.3%
Valuation
P/B0.950.950.560.901.12———
Growth & Yield
Revenue Growth-19.7%-19.7%-25.3%-14.7%————
EPS Growth20.2%20.2%41.2%-48.5%—-32.7%-75.0%—

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 -40.7%

Total return

-40.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-11.87 → -9.47

Residual

-40.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.7%

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.