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v0.1
BRSP$5.64+0.62%
Fair $5.64+0.0%

BRSP

BrightSpire Capital, Inc.

Real Estate / REIT - MortgageNYSE

$5.64

+0.03 (+0.62%)

Fairly Valued+0.0%Fair Value $5.64Fund rank 26/100 · Data gapFallback financials|
SA 11/F
F-Score: 4/9
High DebtDeclining 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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 0.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

11/100

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: 10Warnings: 3unknown: 10
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. Debt-to-Equity ratio is 2.65, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -3.3%, below the 5% threshold
Thesis & Journal · BRSPLocal privado en este navegador · BrightSpire Capital, 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

$735M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-3.3%

↓

Gross Margin

40.1%

↓

Debt/Equity

2.65

↑
52-Week Range$6
$5$6

TradingView lightweight chart

BRSP price, volumen y niveles de valoración

Último $5.645Periodo -72.3%
Fair value: $5.645

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2016–2025 · 9 años de histórico normalizado

Revenue CAGR

+8.2%

FCF CAGR

—

FCF margin

22.6%

FCF / Net income

-2.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $322.5M · net income $-31.1M · FCF $73.0M

2016-FY → 2025-FY

Gross margin

40.1%— pts

Operating margin

9.3%— pts

Net margin

-9.7%-57.7% pts

FCF margin

22.6%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Income Statement
Revenue$322.5M$322.5M$347.2M$392.1M$358.5M$194.3M$291.0M$588.6M$500.8M$189.5M$158.3M
Net Income$-31.1M$-31.1M$-132.0M$-15.5M$45.8M$-101.0M$-353.3M$-414.5M$-168.5M$88.5M$76.1M
EBITDA$-226000.00$-226000.00$-66.8M$35.9M$112.5M——————
EPS-0.26-0.26-1.05-0.120.34-0.79-2.75-3.25———
Gross Margin40.1%40.1%45.9%49.0%53.9%——————
Operating Margin9.3%9.3%-14.9%3.0%13.0%——————
Net Margin-9.7%-9.7%-38.0%-4.0%12.8%-52.0%-121.4%-70.4%-33.6%46.7%48.1%
Balance Sheet
Debt/Equity2.652.652.402.142.302.181.441.500.970.36—
Current Ratio27.2427.24—————————
Cash Flow
Free Cash Flow$73.0M$73.0M$103.4M$137.6M$125.3M——————
Returns
ROE-3.3%-3.3%-12.6%-1.2%3.3%-6.9%-21.2%-19.6%-6.2%8.2%—
Valuation
P/E————19.91——————
EV/EBITDA———94.9433.41——————
P/B0.760.760.710.730.63——————
Growth & Yield
Revenue Growth-7.1%-7.1%-11.4%9.4%—-33.2%-50.6%17.5%164.3%19.7%—
EPS Growth75.2%75.2%-775.0%-135.3%—71.3%15.4%————
Dividend Yield11.4%11.4%—————————

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 +23.4%

Total return

+23.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.05 → -0.26

Residual

+12.0%

EPS growthn/d
Multiple reratingn/d
Dividend+11.4%
Residual / FX / buybacks / cross-term+12.0%

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.