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DELIA.OL$247.00-3.52%
Fair $247.00+0.0%

DELIA.OL

DELIA.OL

Consumer Defensive / Packaged FoodsOslo

$247.00

-9.00 (-3.52%)

Fairly Valued+0.0%Fair Value $247.00Fund rank 26/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-35.6M · quality 62.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

46/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
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.
Thesis & Journal · DELIA.OLLocal privado en este navegador · DELIA.OL
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

$1.3B

P/E

24.9x

↑

EV/EBITDA

13.1x

↑

ROE

12.7%

↑

Gross Margin

33.0%

↑

Debt/Equity

0.30

↓
52-Week Range$247
$166$465

TradingView lightweight chart

DELIA.OL price, volumen y niveles de valoración

Último $247.00Periodo +45.3%
Fair value: $247.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+129.3%

FCF CAGR

—

FCF margin

-5.6%

FCF / Net income

-0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $638.3M · net income $49.2M · FCF $-35.9M

2022-FY → 2025-FY

Gross margin

33.0%+8.7% pts

Operating margin

11.7%+9.2% pts

Net margin

7.7%+6.9% pts

FCF margin

-5.6%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$638.3M$638.3M$266.0M$105.9M$52.9M
Net Income$49.2M$49.2M$2.8M$3.6M$410000.00
EBITDA$69.8M$69.8M$12.0M$4.8M$1.0M
EPS11.4311.430.580.740.09
Gross Margin33.0%33.0%32.9%36.5%24.3%
Operating Margin11.7%11.7%4.8%3.7%2.5%
Net Margin7.7%7.7%1.1%3.4%0.8%
Balance Sheet
Debt/Equity0.300.300.520.030.04
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$-35.9M$-35.9M$-35.6M$-11.0M$-3.2M
Returns
ROE12.7%12.7%5.8%6.7%1.7%
Valuation
P/E24.8724.87———
EV/EBITDA13.1313.13———
P/B2.742.74———
Growth & Yield
Revenue Growth140.0%140.0%151.2%100.0%—
EPS Growth1859.3%1859.3%-21.3%770.0%—
Dividend Yield7.2%7.2%———

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

24.2%

exigente

EPS terminal req.

$21.92

Spread vs growth

1835.1%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$26.52

Spread vs growth

1841.0%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$42.71

Spread vs growth

1845.2%

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 · available periodreconcilia total +52.5%

Total return

+52.5%

Start / end P/E

291.4x → 21.6x

EPS bridge

0.58 → 11.43

Residual

-1721.4%

EPS growth+1859.3%
Multiple rerating-92.6%
Dividend+7.2%
Residual / FX / buybacks / cross-term-1721.4%

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.