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v0.1
CIM$13.53-0.66%
Fair $13.53+0.0%

CIM

Chimera Investment Corporation

Real Estate / REIT - MortgageNYSE

$13.53

-0.09 (-0.66%)

Fairly Valued+0.0%Fair Value $13.53Fund rank 20/100 · Data gapFallback financials|
SA 28/D
F-Score: 4/9
High Debt

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 28.0/100

Data gap 20/100
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

28/100

D

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: 18Warnings: 1unknown: 18
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 5.08, above the 2.0 threshold
Thesis & Journal · CIMLocal privado en este navegador · Chimera Investment Corporation
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

$1.1B

P/E

7.9x

↓

EV/EBITDA

N/A

•

ROE

9.0%

↑

Gross Margin

N/A

•

Debt/Equity

5.08

↑
52-Week Range$14
$12$15

TradingView lightweight chart

CIM price, volumen y niveles de valoración

Último $13.53Periodo -93.9%
Fair value: $13.53

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-80.5%

FCF / Net income

-1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $356.8M · net income $230.5M · FCF $-287.1M

2008-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

64.6%— pts

FCF margin

-80.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$356.8M$356.8M$257.9M$204.8M$-415.2M——————————————
Net Income$230.5M$230.5M$176.1M$126.1M$-513.1M$670.1M$88.9M$413.6M$411.6M$524.7M$551.9M$250.3M$589.2M$362.7M$327.8M$137.3M$248.4M$230.7M$-119.8M
EPS1.721.721.100.69-7.537.320.215.435.887.838.763.758.615.284.801.954.506.75-28.50
Net Margin64.6%64.6%68.3%61.6%123.6%——————————————
Balance Sheet
Debt/Equity5.085.083.963.953.980.000.010.00———————————
Current Ratio1.141.14—————————————————
Cash Flow
Free Cash Flow$-287.1M$-287.1M$205.7M$213.3M$325.7M——————————————
Returns
ROE9.0%9.0%7.0%4.9%-19.2%17.9%2.4%10.5%11.1%14.4%17.7%8.5%16.3%10.9%9.3%4.5%6.8%10.8%-28.9%
Valuation
P/E7.877.8713.0521.30———————————————
P/B0.440.440.470.450.55——————————————
Growth & Yield
Revenue Growth38.3%38.3%26.0%149.3%———————————————
EPS Growth56.4%56.4%59.4%109.2%—3385.7%-96.1%-7.7%-24.9%-10.6%133.6%-56.4%63.1%10.0%146.2%-56.7%-33.3%123.7%—
Dividend Yield13.3%13.3%—————————————————

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

-11.3%

fácil

EPS terminal req.

$1.20

Spread vs growth

67.7%

5Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$1.45

Spread vs growth

59.7%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$2.34

Spread vs growth

53.2%

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 +16.0%

Total return

+16.0%

Start / end P/E

12.0x → 7.9x

EPS bridge

1.10 → 1.72

Residual

-19.4%

EPS growth+56.4%
Multiple rerating-34.3%
Dividend+13.3%
Residual / FX / buybacks / cross-term-19.4%

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.