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CAPL$21.93+1.43%
Fair $21.93+0.0%

CAPL

CrossAmerica Partners LP

Energy / Oil & Gas Refining & MarketingNYSE

$21.93

+0.31 (+1.43%)

Fairly Valued+0.0%Fair Value $21.93Fund rank 36/100 · Data gapFallback financials|
SA 34/D
F-Score: 7/9
Declining RevenueMargin 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $61.5M · quality 81.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

34/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 15Warnings: 3unknown: 15
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -38.2%, below the 5% threshold
Thesis & Journal · CAPLLocal privado en este navegador · CrossAmerica Partners LP
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

$837M

P/E

14.8x

↓

EV/EBITDA

8.8x

↑

ROE

-38.2%

↓

Gross Margin

11.0%

↓

Debt/Equity

-7.98

↓
52-Week Range$22
$20$23

TradingView lightweight chart

CAPL price, volumen y niveles de valoración

Último $21.62Periodo +6.9%
Fair value: $21.93

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2011–2025 · 14 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.66B · net income $39.1M · FCF $55.8M

2011-FY → 2025-FY

Gross margin

11.0%— pts

Operating margin

1.5%— pts

Net margin

1.1%— pts

FCF margin

1.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Income Statement
Revenue$3.66B$3.66B$4.10B$4.39B$4.97B————$2.09B$1.87B$2.23B$2.66B$1.94B——
Net Income$39.1M$39.1M$19.9M$40.1M$62.0M$21.7M$107.5M$18.1M$5.3M$23.2M$10.7M$11.4M$-6.2M$18.1M$-1.4M$9.9M
EBITDA$187.8M$187.8M$147.3M$166.0M$177.1M$114.0M$184.3M$98.4M$101.6M$89.9M$86.6M$74.2M$41.9M$51.1M——
EPS1.021.020.521.051.630.57—————0.35-0.321.18——
Gross Margin11.0%11.0%9.7%8.7%7.6%————7.7%8.3%7.6%4.4%3.7%——
Operating Margin1.5%1.5%1.6%1.9%1.9%————1.5%1.7%1.2%0.3%1.6%——
Net Margin1.1%1.1%0.5%0.9%1.2%————1.1%0.6%0.5%-0.2%0.9%——
Balance Sheet
Debt/Equity-7.98-7.98-16.90302.7817.81———————————
Current Ratio0.750.75——————————————
Cash Flow
Free Cash Flow$55.8M$55.8M$61.5M$82.5M$131.0M$53.6M$67.4M$47.7M$76.0M$76.5M$58.7M$54.3M$14.6M$22.7M——
Returns
ROE-38.2%-38.2%-37.0%1333.7%117.0%———————————
Valuation
P/E14.8214.8242.3822.4512.50———————————
EV/EBITDA8.808.8011.8510.879.61———————————
P/B———298.7914.64———————————
Growth & Yield
Revenue Growth-10.6%-10.6%-6.6%-11.7%—————12.0%-16.0%-16.2%37.2%———
EPS Growth96.2%96.2%-50.5%-35.6%———————209.4%-127.1%———
Dividend Yield9.7%9.7%——————————————

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

24.0%

exigente

EPS terminal req.

$1.95

Spread vs growth

72.1%

5Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$2.35

Spread vs growth

77.9%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$3.79

Spread vs growth

82.1%

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 +11.3%

Total return

+11.3%

Start / end P/E

41.5x → 21.5x

EPS bridge

0.52 → 1.02

Residual

-46.4%

EPS growth+96.2%
Multiple rerating-48.2%
Dividend+9.7%
Residual / FX / buybacks / cross-term-46.4%

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.