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ESSEX.BO$45.36+0.82%
Fair $45.36+0.0%

ESSEX.BO

Essex Marine Limited

Consumer Defensive / Packaged FoodsBSE

$45.36

+0.37 (+0.82%)

Fairly Valued+0.0%Fair Value $45.36Fund rank 27/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9
Margin Compression

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 $-54.3M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

54/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ESSEX.BOLocal privado en este navegador · Essex Marine Limited
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

$692M

P/E

9.8x

↓

EV/EBITDA

7.7x

↓

ROE

15.9%

↑

Gross Margin

28.4%

↑

Debt/Equity

0.55

↑
52-Week Range$45
$18$49

TradingView lightweight chart

ESSEX.BO price, volumen y niveles de valoración

Último $45.36Periodo +58.5%
Fair value: $45.36

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

+40.5%

FCF CAGR

—

FCF margin

-13.0%

FCF / Net income

-1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $606.9M · net income $63.7M · FCF $-78.9M

2023-FY → 2026-FY

Gross margin

28.4%-34.3% pts

Operating margin

10.8%-13.4% pts

Net margin

10.5%+1.2% pts

FCF margin

-13.0%-47.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$606.9M$606.9M$372.2M$191.5M$219.0M
Net Income$63.7M$63.7M$40.0M$18.2M$20.3M
EBITDA$112.8M$112.8M$92.9M$48.9M$56.0M
EPS——2.621.191.33
Gross Margin28.4%28.4%41.7%59.4%62.7%
Operating Margin10.8%10.8%15.7%16.9%24.2%
Net Margin10.5%10.5%10.8%9.5%9.3%
Balance Sheet
Debt/Equity0.550.551.531.241.73
Current Ratio3.633.63———
Cash Flow
Free Cash Flow$-78.9M$-78.9M$-54.3M$44.5M$74.9M
Returns
ROE15.9%15.9%22.6%14.0%18.1%
Valuation
P/E9.809.80———
EV/EBITDA7.697.69———
P/B1.731.73———
Growth & Yield
Revenue Growth63.0%63.0%94.4%-12.5%—
EPS Growth——119.6%-10.0%—

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 · available periodreconcilia total +58.5%

Total return

+58.5%

Start / end P/E

n/dx → n/dx

EPS bridge

2.62 → n/d

Residual

+58.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+58.5%

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.