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DRX.TO$11.08+1.47%
Fair $11.08+0.0%

DRX.TO

ADF Group Inc.

Industrials / Metal FabricationToronto

$11.08

+0.16 (+1.47%)

Fairly Valued+0.0%Fair Value $11.08Fund rank 35/100 · Data gapFallback financials|
SA 59/C
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $46.0M · quality 71.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

59/100

C

Piotroski

4/9

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 · DRX.TOLocal privado en este navegador · ADF Group Inc.
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

$316M

P/E

11.9x

↓

EV/EBITDA

6.5x

↓

ROE

14.3%

↑

Gross Margin

23.1%

↓

Debt/Equity

0.23

↓
52-Week Range$11
$6$12

TradingView lightweight chart

DRX.TO price, volumen y niveles de valoración

Último $11.08Periodo +0.7%
Fair value: $11.08

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

14.8%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $258.7M · net income $26.3M · FCF $38.3M

2023-FY → 2026-FY

Gross margin

23.1%— pts

Operating margin

14.1%— pts

Net margin

10.2%— pts

FCF margin

14.8%— pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$258.7M$258.7M———
Net Income$26.3M$26.3M$56.8M$37.6M$14.9M
EBITDA$45.3M$45.3M$87.9M$55.8M$24.2M
EPS0.930.931.841.150.46
Gross Margin23.1%23.1%———
Operating Margin14.1%14.1%———
Net Margin10.2%10.2%———
Balance Sheet
Debt/Equity0.230.230.270.300.41
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$38.3M$38.3M$46.0M$71.4M$-14.8M
Returns
ROE14.3%14.3%33.5%23.2%11.9%
Valuation
P/E11.9111.914.827.114.67
EV/EBITDA6.486.482.954.364.74
P/B1.721.721.611.650.56
Growth & Yield
EPS Growth-49.5%-49.5%60.0%150.0%—
Dividend Yield0.4%0.4%———

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

1.9%

fácil

EPS terminal req.

$0.98

Spread vs growth

-51.3%

5Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$1.19

Spread vs growth

-54.5%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$1.92

Spread vs growth

-57.0%

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 +67.0%

Total return

+67.0%

Start / end P/E

3.6x → 11.9x

EPS bridge

1.84 → 0.93

Residual

-113.6%

EPS growth-49.5%
Multiple rerating+229.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-113.6%

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.