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DR0.DE$99.40+0.51%
Fair $99.40+0.0%

DR0.DE

Deutsche Rohstoff AG

Energy / Oil & Gas E&PXETRA

$99.40

+0.50 (+0.51%)

Fairly Valued+0.0%Fair Value $99.40Fund rank 23/100 · Data gapFallback financials|
SA 60/B
F-Score: 3/9
Margin Compression

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-41.6M · quality 34.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

60/100

B

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
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. Operating margin has declined for 3 consecutive years
Thesis & Journal · DR0.DELocal privado en este navegador · Deutsche Rohstoff AG
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

$476M

P/E

4.0x

↓

EV/EBITDA

4.8x

↓

ROE

11.8%

↑

Gross Margin

38.8%

↑

Debt/Equity

0.88

↑
52-Week Range$99
$36$104

TradingView lightweight chart

DR0.DE price, volumen y niveles de valoración

Último $99.00Periodo +1048.8%
Fair value: $99.40

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

+5.7%

FCF CAGR

-28.7%

FCF margin

10.0%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $195.1M · net income $28.9M · FCF $19.5M

2022-FY → 2025-FY

Gross margin

38.8%-17.5% pts

Operating margin

31.1%-17.8% pts

Net margin

14.8%-21.9% pts

FCF margin

10.0%-22.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$195.1M$195.1M$235.4M$196.7M$165.4M
Net Income$28.9M$28.9M$50.2M$65.2M$60.8M
EBITDA$133.2M$133.2M$168.5M$158.8M$132.6M
EPS6.036.0310.2613.0212.15
Gross Margin38.8%38.8%43.5%50.3%56.3%
Operating Margin31.1%31.1%34.4%41.3%48.9%
Net Margin14.8%14.8%21.3%33.1%36.7%
Balance Sheet
Debt/Equity0.880.880.760.890.85
Current Ratio7.437.43———
Cash Flow
Free Cash Flow$19.5M$19.5M$-41.6M$-59.5M$53.8M
Returns
ROE11.8%11.8%21.7%36.1%47.1%
Valuation
P/E3.963.963.392.442.08
EV/EBITDA4.814.811.961.541.42
P/B1.941.940.740.880.98
Growth & Yield
Revenue Growth-17.1%-17.1%19.7%18.9%—
EPS Growth-41.2%-41.2%-21.2%7.2%—
Dividend Yield2.3%2.3%———

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

13.5%

razonable

EPS terminal req.

$8.82

Spread vs growth

-54.7%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$10.67

Spread vs growth

-53.3%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$17.19

Spread vs growth

-52.3%

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 +177.3%

Total return

+177.3%

Start / end P/E

3.5x → 16.4x

EPS bridge

10.26 → 6.03

Residual

-151.7%

EPS growth-41.2%
Multiple rerating+367.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term-151.7%

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.