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BJRI$46.72-0.70%
Fair $46.72+0.0%

BJRI

BJ's Restaurants, Inc.

Consumer Cyclical / RestaurantsNasdaqGS

$46.72

-0.33 (-0.70%)

Fairly Valued+0.0%Fair Value $46.72Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $24.6M · quality 30.3/100

Data gap 24/100
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

49/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 15Warnings: 0unknown: 15
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 · BJRILocal privado en este navegador · BJ's Restaurants, 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

$982M

P/E

23.5x

↑

EV/EBITDA

11.8x

↑

ROE

13.3%

↑

Gross Margin

15.5%

↓

Debt/Equity

1.34

↑
52-Week Range$47
$28$48

TradingView lightweight chart

BJRI price, volumen y niveles de valoración

Último $46.72Periodo +3733.4%
Fair value: $46.72

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

+9.2%

FCF margin

2.9%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.40B · net income $48.8M · FCF $40.9M

2009-FY → 2025-FY

Gross margin

15.5%— pts

Operating margin

3.4%— pts

Net margin

3.5%— pts

FCF margin

2.9%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2015
2014
2013
2012
2010
2009
Income Statement
Revenue$1.40B$1.40B$1.36B$1.33B$1.28B$1.09B$778.5M$1.16B—$993.1M——————
Net Income$48.8M$48.8M$16.7M$19.7M$4.1M$-3.6M$-57.9M$45.2M$50.8M$45.6M$45.3M$27.4M$21.0M$31.6M$23.2M$13.0M
EBITDA$129.2M$129.2M$86.5M$86.0M$65.0M$56.2M$-13.3M$121.1M—$125.9M$122.5M$90.8M$72.9M$76.5M$59.0M$43.8M
EPS2.162.160.700.820.17-0.16-2.742.20—1.881.730.970.731.080.820.48
Gross Margin15.5%15.5%14.4%13.3%11.3%———————————
Operating Margin3.4%3.4%2.4%1.6%0.1%-1.5%-11.1%4.2%—6.2%——————
Net Margin3.5%3.5%1.2%1.5%0.3%-0.3%-7.4%3.9%—4.6%——————
Balance Sheet
Debt/Equity1.341.341.351.421.540.150.400.49—0.540.320.17————
Current Ratio0.310.31——————————————
Cash Flow
Free Cash Flow$40.9M$40.9M$24.6M$6.9M$-27.5M$22.1M$-2.8M$33.8M—$29.0M——$-21.5M$-13.2M$3.7M$10.0M
Returns
ROE13.3%13.3%4.5%5.4%1.2%-1.1%-19.7%15.6%—16.6%14.3%7.9%5.2%9.5%8.0%5.2%
Valuation
P/E23.4823.4852.3939.57164.35———————————
EV/EBITDA11.7911.7915.5614.7317.99———————————
P/B2.892.892.362.121.91———————————
Growth & Yield
Revenue Growth3.1%3.1%1.8%3.8%—39.6%-33.0%—————————
EPS Growth208.6%208.6%-14.6%382.4%—94.2%-224.5%——8.7%78.4%32.9%-32.4%31.7%70.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$4.15

Spread vs growth

184.3%

5Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$5.02

Spread vs growth

190.2%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$8.08

Spread vs growth

194.5%

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 +4.7%

Total return

+4.7%

Start / end P/E

63.7x → 21.6x

EPS bridge

0.70 → 2.16

Residual

-137.8%

EPS growth+208.6%
Multiple rerating-66.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-137.8%

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.