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DND.TO$2.68-0.74%
Fair $2.68+0.0%

DND.TO

Dye & Durham Limited

Technology / Software - ApplicationToronto

$2.68

-0.02 (-0.74%)

Fairly Valued+0.0%Fair Value $2.68Fund rank 25/100 · Data gapFallback financials|
SA 9/F
F-Score: 5/9
High DebtLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $127.7M · quality 43.3/100

Data gap 25/100
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

9/100

F

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: 2unknown: 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. Debt-to-Equity ratio is 6.30, above the 2.0 threshold ROE is -34.6%, below the 5% threshold
Thesis & Journal · DND.TOLocal privado en este navegador · Dye & Durham Limited
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

$180M

P/E

N/A

•

EV/EBITDA

8.9x

↓

ROE

-34.6%

↓

Gross Margin

67.7%

↑

Debt/Equity

6.30

↑
52-Week Range$3
$3$12

TradingView lightweight chart

DND.TO price, volumen y niveles de valoración

Último $2.680Periodo -81.9%
Fair value: $2.680

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

-2.5%

FCF CAGR

-7.5%

FCF margin

29.0%

FCF / Net income

-1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $440.7M · net income $-88.0M · FCF $127.7M

2022-FY → 2025-FY

Gross margin

67.7%-2.4% pts

Operating margin

21.8%-1.3% pts

Net margin

-20.0%-21.6% pts

FCF margin

29.0%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$440.7M$440.7M$451.2M$451.1M$474.8M
Net Income$-88.0M$-88.0M$-172.4M$-170.6M$7.7M
EBITDA$196.3M$196.3M$123.4M$80.1M$232.3M
EPS-1.31-1.31-2.89-2.76-0.32
Gross Margin67.7%67.7%68.3%67.6%70.1%
Operating Margin21.8%21.8%12.7%14.2%23.2%
Net Margin-20.0%-20.0%-38.2%-37.8%1.6%
Balance Sheet
Debt/Equity6.306.304.153.261.53
Current Ratio0.450.45———
Cash Flow
Free Cash Flow$127.7M$127.7M$141.9M$108.3M$161.6M
Returns
ROE-34.6%-34.6%-45.9%-41.3%1.0%
Valuation
EV/EBITDA8.878.8718.5430.2511.13
P/B0.710.712.162.692.15
Growth & Yield
Revenue Growth-2.3%-2.3%0.0%-5.0%—
EPS Growth54.7%54.7%-4.7%-762.5%—
Dividend Yield2.6%2.6%———

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 -71.0%

Total return

-71.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.89 → -1.31

Residual

-73.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term-73.5%

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.