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DRM.TO$18.50+0.71%
Fair $18.50+0.0%

DRM.TO

Dream Unlimited Corp.

Real Estate / Real Estate - DevelopmentToronto

$18.50

+0.13 (+0.71%)

Fairly Valued+0.0%Fair Value $18.50Fund rank 20/100 · Data gapFallback financials|
SA 19/F
F-Score: 3/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 19.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

19/100

F

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 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. ROE is -1.3%, below the 5% threshold
Thesis & Journal · DRM.TOLocal privado en este navegador · Dream Unlimited Corp.
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

$776M

P/E

N/A

•

EV/EBITDA

37.9x

↑

ROE

-1.3%

↓

Gross Margin

40.2%

↓

Debt/Equity

1.32

↑
52-Week Range$19
$17$23

TradingView lightweight chart

DRM.TO price, volumen y niveles de valoración

Último $18.50Periodo -23.2%
Fair value: $18.50

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

+10.4%

FCF CAGR

—

FCF margin

4.7%

FCF / Net income

-1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $462.9M · net income $-18.6M · FCF $21.7M

2022-FY → 2025-FY

Gross margin

40.2%+7.2% pts

Operating margin

26.7%+13.4% pts

Net margin

-4.0%-51.9% pts

FCF margin

4.7%+27.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$462.9M$462.9M$624.5M$386.9M$343.8M
Net Income$-18.6M$-18.6M$187.9M$-117.1M$164.4M
EBITDA$69.8M$69.8M$304.9M$-45.9M$254.3M
EPS-0.44-0.444.30-2.743.74
Gross Margin40.2%40.2%32.3%32.4%33.0%
Operating Margin26.7%26.7%21.7%14.1%13.3%
Net Margin-4.0%-4.0%30.1%-30.3%47.8%
Balance Sheet
Debt/Equity1.321.321.251.301.05
Current Ratio3.253.25———
Cash Flow
Free Cash Flow$21.7M$21.7M$-39.9M$-82.0M$-79.0M
Returns
ROE-1.3%-1.3%12.5%-8.3%10.6%
Valuation
P/E——5.07—6.78
EV/EBITDA37.8937.899.00—10.60
P/B0.540.540.630.700.72
Growth & Yield
Revenue Growth-25.9%-25.9%61.4%12.6%—
EPS Growth-110.2%-110.2%256.9%-173.3%—
Dividend Yield3.8%3.8%———

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 +3.8%

Total return

+3.8%

Start / end P/E

n/dx → n/dx

EPS bridge

4.30 → -0.44

Residual

+0.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.8%
Residual / FX / buybacks / cross-term+0.1%

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.