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ECP.TA$8649.00-4.01%
Fair $8649.00+0.0%

ECP.TA

Electra Consumer Products (1970) Ltd

Technology / Consumer ElectronicsTel Aviv

$8649.00

-361.00 (-4.01%)

Fairly Valued+0.0%Fair Value $8649.00Fund rank 29/100 · Data gapFallback financials|
SA 35/D
F-Score: 8/9
High Debt

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 $504.0M · quality 47.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

35/100

D

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 5.69, above the 2.0 threshold
Thesis & Journal · ECP.TALocal privado en este navegador · Electra Consumer Products (1970) 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

$2.0B

P/E

18.9x

↓

EV/EBITDA

257.8x

↑

ROE

15.2%

↑

Gross Margin

29.4%

↓

Debt/Equity

5.69

↑
52-Week Range$8649
$7100$14860

TradingView lightweight chart

ECP.TA price, volumen y niveles de valoración

Último $8,649Periodo +155.7%
Fair value: $8,649

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

+6.6%

FCF CAGR

+58.3%

FCF margin

6.8%

FCF / Net income

5.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.48B · net income $100.0M · FCF $508.0M

2022-FY → 2025-FY

Gross margin

29.4%-0.0% pts

Operating margin

4.7%+0.6% pts

Net margin

1.3%-0.3% pts

FCF margin

6.8%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.48B$7.48B$7.26B$6.26B$6.18B
Net Income$100.0M$100.0M$52.0M$-101.0M$103.0M
EBITDA$793.0M$793.0M$706.0M$379.0M$511.0M
EPS4.294.292.24-4.684.65
Gross Margin29.4%29.4%28.6%27.4%29.5%
Operating Margin4.7%4.7%4.3%1.6%4.1%
Net Margin1.3%1.3%0.7%-1.6%1.7%
Balance Sheet
Debt/Equity5.695.696.235.204.58
Current Ratio0.600.60———
Cash Flow
Free Cash Flow$508.0M$508.0M$504.0M$283.0M$128.0M
Returns
ROE15.2%15.2%8.0%-16.0%15.3%
Valuation
P/E18.8818.884924.11—2258.06
EV/EBITDA257.83257.83369.42444.38459.79
P/B306.47306.47395.47261.88345.91
Growth & Yield
Revenue Growth3.0%3.0%16.0%1.2%—
EPS Growth91.5%91.5%147.9%-200.6%—
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%

3Y implied EPS CAGR

463.5%

muy exigente

EPS terminal req.

$767.45

Spread vs growth

-371.9%

5Y implied EPS CAGR

193.1%

muy exigente

EPS terminal req.

$928.62

Spread vs growth

-101.6%

10Y implied EPS CAGR

79.6%

muy exigente

EPS terminal req.

$1495.55

Spread vs growth

11.9%

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 -11.9%

Total return

-11.9%

Start / end P/E

4580.4x → 2016.1x

EPS bridge

2.24 → 4.29

Residual

-51.2%

EPS growth+91.5%
Multiple rerating-56.0%
Dividend+3.8%
Residual / FX / buybacks / cross-term-51.2%

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.