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CRCT$4.39+5.78%
Fair $4.39+0.0%

CRCT

Cricut, Inc.

Technology / Computer HardwareNasdaqGS

$4.39

+0.24 (+5.78%)

Fairly Valued+0.0%Fair Value $4.39Fund rank 36/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $246.6M · quality 76.7/100

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

54/100

C

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: 7Warnings: 1unknown: 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. Revenue has declined for 4 consecutive years
Thesis & Journal · CRCTLocal privado en este navegador · Cricut, 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

$921M

P/E

12.9x

↓

EV/EBITDA

5.3x

↓

ROE

22.3%

↑

Gross Margin

55.1%

↑

Debt/Equity

0.03

↓
52-Week Range$4
$4$7

TradingView lightweight chart

CRCT price, volumen y niveles de valoración

Último $4.390Periodo -75.6%
Fair value: $4.390

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

+6.5%

FCF CAGR

—

FCF margin

24.8%

FCF / Net income

2.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $708.8M · net income $76.7M · FCF $175.8M

2019-FY → 2025-FY

Gross margin

55.1%+25.8% pts

Operating margin

13.5%+2.5% pts

Net margin

10.8%+2.8% pts

FCF margin

24.8%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$708.8M$708.8M$712.5M$765.1M$886.3M$1.31B$959.0M$486.6M
Net Income$76.7M$76.7M$62.8M$53.6M$60.7M$140.5M$154.6M$39.2M
EBITDA$132.9M$132.9M$118.2M$110.1M$109.2M$211.8M$214.6M$62.7M
EPS0.350.350.290.240.280.640.740.19
Gross Margin55.1%55.1%49.5%44.9%39.5%35.0%34.7%29.3%
Operating Margin13.5%13.5%10.7%9.1%9.0%14.7%20.9%11.0%
Net Margin10.8%10.8%8.8%7.0%6.8%10.8%16.1%8.1%
Balance Sheet
Debt/Equity0.030.030.030.030.03———
Current Ratio2.722.72——————
Cash Flow
Free Cash Flow$175.8M$175.8M$246.6M$264.4M$83.9M———
Returns
ROE22.3%22.3%13.5%10.0%9.0%20.8%67.5%32.4%
Valuation
P/E12.9112.9120.2426.9633.89———
EV/EBITDA5.345.348.8711.7417.28———
P/B2.782.782.712.663.11———
Growth & Yield
Revenue Growth-0.5%-0.5%-6.9%-13.7%—36.2%97.1%—
EPS Growth20.7%20.7%20.8%-14.3%—-13.5%289.5%—
Dividend Yield4.5%4.5%——————

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

3.6%

fácil

EPS terminal req.

$0.39

Spread vs growth

17.1%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$0.47

Spread vs growth

14.6%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$0.76

Spread vs growth

12.6%

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 -23.0%

Total return

-23.0%

Start / end P/E

20.9x → 12.5x

EPS bridge

0.29 → 0.35

Residual

-8.3%

EPS growth+20.7%
Multiple rerating-40.0%
Dividend+4.5%
Residual / FX / buybacks / cross-term-8.3%

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.