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DRSL.TA$2260.00-0.83%
Fair $2260.00+0.0%

DRSL.TA

Dorsel Ltd

Real Estate / Real Estate ServicesTel Aviv

$2260.00

-19.00 (-0.83%)

Fairly Valued+0.0%Fair Value $2260.00Fund rank 31/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 60.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

56/100

C

Piotroski

6/9

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. 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.
Thesis & Journal · DRSL.TALocal privado en este navegador · Dorsel Ltd
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

$508M

P/E

5.0x

↓

EV/EBITDA

301.1x

↑

ROE

17.3%

↑

Gross Margin

92.5%

↑

Debt/Equity

1.28

↑
52-Week Range$2260
$22$2484

TradingView lightweight chart

DRSL.TA price, volumen y niveles de valoración

Último $2,260Periodo +69.4%
Fair value: $2,260

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

+9.8%

FCF CAGR

+47.9%

FCF margin

39.4%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $99.7M · net income $105.8M · FCF $39.3M

2022-FY → 2025-FY

Gross margin

92.5%-0.9% pts

Operating margin

72.3%-2.2% pts

Net margin

106.2%-20.6% pts

FCF margin

39.4%+23.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$99.7M$99.7M$88.1M$82.0M$75.3M
Net Income$105.8M$105.8M$67.1M$41.3M$95.4M
EBITDA$160.7M$160.7M$120.9M$83.4M$136.7M
EPS5.005.002.971.824.23
Gross Margin92.5%92.5%94.1%93.7%93.5%
Operating Margin72.3%72.3%73.3%71.8%74.5%
Net Margin106.2%106.2%76.2%50.3%126.7%
Balance Sheet
Debt/Equity1.281.281.321.161.40
Current Ratio0.350.35———
Cash Flow
Free Cash Flow$39.3M$39.3M$23.9M$31.9M$12.1M
Returns
ROE17.3%17.3%12.8%8.8%21.6%
Valuation
P/E5.035.03512.46676.37313.00
EV/EBITDA301.10301.10273.35321.19222.25
P/B78.1778.1762.0155.7067.54
Growth & Yield
Revenue Growth13.2%13.2%7.3%9.0%—
EPS Growth68.4%68.4%63.2%-57.0%—
Dividend Yield4.3%4.3%———

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

242.3%

muy exigente

EPS terminal req.

$200.54

Spread vs growth

-174.0%

5Y implied EPS CAGR

117.4%

muy exigente

EPS terminal req.

$242.65

Spread vs growth

-49.0%

10Y implied EPS CAGR

54.6%

muy exigente

EPS terminal req.

$390.79

Spread vs growth

13.7%

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 +41.9%

Total return

+41.9%

Start / end P/E

552.9x → 452.0x

EPS bridge

2.97 → 5.00

Residual

-12.5%

EPS growth+68.4%
Multiple rerating-18.2%
Dividend+4.3%
Residual / FX / buybacks / cross-term-12.5%

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.