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ECR.MC$3.46-0.29%
Fair $3.46+0.0%

ECR.MC

Ercros, S.A.

Basic Materials / ChemicalsMCE

$3.46

-0.01 (-0.29%)

Fairly Valued+0.0%Fair Value $3.46Fund rank 28/100 · Data gapFallback financials|
SA 25/D
F-Score: 0/9
Declining RevenueMargin CompressionLow Profitability

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 18%

FCF escenarios

weak_data · normalized FCF $20.0M · quality 44.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

25/100

D

Piotroski

0/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -18.7%, below the 5% threshold
Thesis & Journal · ECR.MCLocal privado en este navegador · Ercros, S.A.
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

N/A

•

EV/EBITDA

64.6x

↑

ROE

-18.7%

↓

Gross Margin

51.2%

↑

Debt/Equity

0.78

↑
52-Week Range$3
$2$3

TradingView lightweight chart

ECR.MC price, volumen y niveles de valoración

Último $3.455Periodo -36.0%
Fair value: $3.455

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

-14.4%

FCF CAGR

-28.9%

FCF margin

3.2%

FCF / Net income

-0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $626.8M · net income $-53.6M · FCF $20.0M

2022-FY → 2025-FY

Gross margin

51.2%+20.6% pts

Operating margin

-4.5%-15.8% pts

Net margin

-8.5%-14.9% pts

FCF margin

3.2%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$626.8M$626.8M$667.4M$707.2M$998.5M
Net Income$-53.6M$-53.6M$-11.7M$27.6M$63.0M
EBITDA$6.8M$6.8M$31.8M$43.3M$121.7M
EPS-0.59-0.59-0.130.300.64
Gross Margin51.2%51.2%51.2%30.1%30.6%
Operating Margin-4.5%-4.5%-0.3%2.2%11.3%
Net Margin-8.5%-8.5%-1.7%3.9%6.3%
Balance Sheet
Debt/Equity0.780.780.510.360.38
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$20.0M$20.0M$-17.2M$40.4M$55.8M
Returns
ROE-18.7%-18.7%-3.4%7.6%17.5%
Valuation
P/E———8.875.45
EV/EBITDA64.5764.5714.587.823.47
P/B1.091.090.950.670.95
Growth & Yield
Revenue Growth-6.1%-6.1%-5.6%-29.2%—
EPS Growth-362.8%-362.8%-142.3%-52.9%—

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 +13.5%

Total return

+13.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → -0.59

Residual

+13.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+13.5%

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.