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EGY$5.44+4.21%
Fair $5.44+0.0%

EGY

VAALCO Energy, Inc.

Energy / Oil & Gas E&PNYSE

$5.44

+0.22 (+4.21%)

Fairly Valued+0.0%Fair Value $5.44Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
Margin 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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.7M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

36/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 2unknown: 17
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. Operating margin has declined for 3 consecutive years ROE is -9.3%, below the 5% threshold
Thesis & Journal · EGYLocal privado en este navegador · VAALCO Energy, 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

$582M

P/E

N/A

•

EV/EBITDA

7.1x

↓

ROE

-9.3%

↓

Gross Margin

25.4%

↓

Debt/Equity

0.33

↓
52-Week Range$5
$3$7

TradingView lightweight chart

EGY price, volumen y niveles de valoración

Último $5.440Periodo +770.4%
Fair value: $5.440

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-12.0%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $359.3M · net income $-41.4M · FCF $-43.2M

2009-FY → 2025-FY

Gross margin

25.4%— pts

Operating margin

13.0%— pts

Net margin

-11.5%— pts

FCF margin

-12.0%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$359.3M$359.3M$479.0M$455.1M$354.3M$199.1M$67.2M$84.5M$104.9M$77.0M$59.8M———————
Net Income$-41.4M$-41.4M$58.5M$60.4M$51.9M$81.8M$-48.2M$2.6M$98.2M$9.7M$-26.6M$-158.7M$-77.5M$43.1M$631000.00$34.1M$37.3M$-7.9M
EBITDA$91.7M$91.7M$286.6M$271.9M$173.5M$100.2M$-17.9M$28.3M$56.9M$26.4M$2.5M$-70.1M$-30.5M$94.2M$106.5M$158.2M$98.1M$53.8M
EPS-0.40-0.400.560.560.731.37-0.830.041.620.16-0.45-2.72-1.360.740.010.590.65-0.14
Gross Margin25.4%25.4%36.0%41.0%54.6%—————————————
Operating Margin13.0%13.0%28.5%36.5%50.8%39.7%-40.6%25.1%48.9%25.9%-7.3%———————
Net Margin-11.5%-11.5%12.2%13.3%14.6%41.1%-71.7%3.0%93.6%12.5%-44.4%———————
Balance Sheet
Debt/Equity0.330.330.200.190.19————0.22-19.390.580.08—————
Current Ratio0.510.51————————————————
Cash Flow
Free Cash Flow$-43.2M$-43.2M$10.7M$126.4M$-31.1M——$16.1M$23.0M$7.1M$-8.8M$-29.2M$-66.1M$8.5M$22.0M———
Returns
ROE-9.3%-9.3%11.7%12.6%11.1%56.7%-78.4%2.3%89.4%93.8%7416.2%-608.4%-43.0%17.2%0.3%14.9%19.5%—
Valuation
P/E——7.938.205.99—————————————
EV/EBITDA7.137.131.661.692.06—————————————
P/B1.281.280.921.020.66—————————————
Growth & Yield
Revenue Growth-25.0%-25.0%5.3%28.4%—196.3%-20.5%-19.5%36.2%28.8%————————
EPS Growth-171.4%-171.4%0.0%-23.3%—265.1%-2175.0%-97.5%912.5%135.6%83.5%-100.0%-283.8%7300.0%-98.3%-9.2%564.3%—
Dividend Yield4.6%4.6%————————————————

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 +76.2%

Total return

+76.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.56 → -0.40

Residual

+71.6%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+71.6%

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.