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BRLT$1.25-1.57%
Fair $1.25+0.0%

BRLT

Brilliant Earth Group, Inc.

Consumer Cyclical / Luxury GoodsNasdaqGM

$1.25

-0.02 (-1.57%)

Fairly Valued+0.0%Fair Value $1.25Fund rank 25/100 · Data gapFallback financials|
SA 15/F
F-Score: 4/9
High DebtMargin CompressionLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.7M · quality 31.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

15/100

F

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: 7Warnings: 3unknown: 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. Debt-to-Equity ratio is 3.09, above the 2.0 threshold Operating margin has declined for 5 consecutive years ROE is -29.6%, below the 5% threshold
Thesis & Journal · BRLTLocal privado en este navegador · Brilliant Earth Group, 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

$127M

P/E

N/A

•

EV/EBITDA

-1.9x

↓

ROE

-29.6%

↓

Gross Margin

57.5%

↑

Debt/Equity

3.09

↑
52-Week Range$1
$1$3

TradingView lightweight chart

BRLT price, volumen y niveles de valoración

Último $1.250Periodo -92.7%
Fair value: $1.250

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

+13.8%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

-1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $437.5M · net income $-3.6M · FCF $5.8M

2019-FY → 2025-FY

Gross margin

57.5%+15.3% pts

Operating margin

-1.2%+1.5% pts

Net margin

-0.8%+3.0% pts

FCF margin

1.3%+1.4% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$437.5M$437.5M$422.2M$446.4M$439.9M$380.2M$251.8M$201.3M
Net Income$-3.6M$-3.6M$541000.00$584000.00$2.1M$1.5M$21.6M$-7.8M
EBITDA$11.6M$11.6M$14.5M$13.6M$25.4M———
EPS——0.030.040.15———
Gross Margin57.5%57.5%60.3%57.6%53.3%49.3%44.6%42.2%
Operating Margin-1.2%-1.2%0.8%1.0%5.3%10.6%10.6%-2.7%
Net Margin-0.8%-0.8%0.1%0.1%0.5%0.4%8.6%-3.9%
Balance Sheet
Debt/Equity3.093.096.378.008.703.90——
Current Ratio1.581.58——————
Cash Flow
Free Cash Flow$5.8M$5.8M$12.7M$14.3M$5.4M$40.5M$26.1M$-111000.00
Returns
ROE-29.6%-29.6%3.5%4.7%19.5%18.2%——
Valuation
P/E——71.3381.0027.67———
EV/EBITDA-1.86-1.8610.0918.9913.40———
P/B1.581.5813.7325.0936.65———
Growth & Yield
Revenue Growth3.6%3.6%-5.4%1.5%—51.0%25.1%—
EPS Growth——-25.0%-73.3%————
Dividend Yield20.1%20.1%——————

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 +10.7%

Total return

+10.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.03 → n/d

Residual

-9.4%

EPS growthn/d
Multiple reratingn/d
Dividend+20.1%
Residual / FX / buybacks / cross-term-9.4%

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.