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BRIN-B.ST$14.00-1.06%
Fair $14.00+0.0%

BRIN-B.ST

Brinova Fastigheter AB (publ)

Real Estate / Real Estate ServicesStockholm

$14.00

-0.15 (-1.06%)

Fairly Valued+0.0%Fair Value $14.00Fund rank 34/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
Low Profitability

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 5.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

37/100

D

Piotroski

5/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.0%, below the 5% threshold
Thesis & Journal · BRIN-B.STLocal privado en este navegador · Brinova Fastigheter AB (publ)
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

$3.2B

P/E

20.0x

↑

EV/EBITDA

27.8x

↑

ROE

1.0%

↓

Gross Margin

66.4%

↑

Debt/Equity

1.59

↑
52-Week Range$14
$12$18

TradingView lightweight chart

BRIN-B.ST price, volumen y niveles de valoración

Último $14.00Periodo -41.1%
Fair value: $14.00

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

+26.6%

FCF CAGR

+20.7%

FCF margin

31.2%

FCF / Net income

4.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $942.0M · net income $73.1M · FCF $294.2M

2022-FY → 2025-FY

Gross margin

66.4%+4.2% pts

Operating margin

61.8%+4.9% pts

Net margin

7.8%-54.7% pts

FCF margin

31.2%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$942.0M$942.0M$545.4M$513.4M$463.8M
Net Income$73.1M$73.1M$46.0M$-337.7M$289.7M
EBITDA$505.9M$505.9M$277.4M$-202.9M$498.9M
EPS0.400.400.50-3.503.00
Gross Margin66.4%66.4%64.4%64.4%62.2%
Operating Margin61.8%61.8%60.0%60.7%56.8%
Net Margin7.8%7.8%8.4%-65.8%62.5%
Balance Sheet
Debt/Equity1.591.591.831.841.63
Current Ratio0.020.02———
Cash Flow
Free Cash Flow$294.2M$294.2M$95.6M$136.1M$167.4M
Returns
ROE1.0%1.0%1.6%-12.0%9.2%
Valuation
P/E20.0020.0039.60—8.73
EV/EBITDA27.8127.8125.82—15.12
P/B0.380.380.670.700.81
Growth & Yield
Revenue Growth72.7%72.7%6.2%10.7%—
EPS Growth-20.0%-20.0%114.3%-216.7%—

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

45.9%

muy exigente

EPS terminal req.

$1.24

Spread vs growth

-65.9%

5Y implied EPS CAGR

30.3%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

-50.3%

10Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$2.42

Spread vs growth

-39.7%

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 -18.1%

Total return

-18.1%

Start / end P/E

34.2x → 35.0x

EPS bridge

0.50 → 0.40

Residual

-0.5%

EPS growth-20.0%
Multiple rerating+2.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.5%

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.