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v0.1
ET.TO$16.50+0.24%
Fair $16.50+0.0%

ET.TO

Evertz Technologies Limited

Technology / Communication EquipmentToronto

$16.50

+0.04 (+0.24%)

Fairly Valued+0.0%Fair Value $16.50Fund rank 37/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $91.7M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

56/100

C

Piotroski

6/9

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 · ET.TOLocal privado en este navegador · Evertz Technologies 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

$1.2B

P/E

20.4x

↓

EV/EBITDA

11.8x

↓

ROE

22.2%

↑

Gross Margin

59.5%

↑

Debt/Equity

0.07

↓
52-Week Range$17
$12$17

TradingView lightweight chart

ET.TO price, volumen y niveles de valoración

Último $16.50Periodo +36.4%
Fair value: $16.50

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

+4.4%

FCF CAGR

+13.2%

FCF margin

18.3%

FCF / Net income

1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $501.6M · net income $59.4M · FCF $91.7M

2022-FY → 2025-FY

Gross margin

59.5%+1.6% pts

Operating margin

16.2%-5.3% pts

Net margin

11.8%-4.4% pts

FCF margin

18.3%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$501.6M$501.6M$514.6M$454.6M$441.0M
Net Income$59.4M$59.4M$70.2M$64.0M$71.7M
EBITDA$99.6M$99.6M$114.1M$108.3M$117.9M
EPS0.770.770.910.840.94
Gross Margin59.5%59.5%58.8%59.0%57.9%
Operating Margin16.2%16.2%19.5%20.6%21.5%
Net Margin11.8%11.8%13.6%14.1%16.3%
Balance Sheet
Debt/Equity0.070.070.090.120.12
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$91.7M$91.7M$135.1M$47.2M$63.2M
Returns
ROE22.2%22.2%26.7%26.3%31.1%
Valuation
P/E20.3720.3715.1313.8614.67
EV/EBITDA11.8211.828.748.348.89
P/B4.744.744.033.654.57
Growth & Yield
Revenue Growth-2.5%-2.5%13.2%3.1%—
EPS Growth-15.4%-15.4%8.3%-10.6%—
Dividend Yield4.9%4.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$1.46

Spread vs growth

-39.3%

5Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$1.77

Spread vs growth

-33.5%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$2.85

Spread vs growth

-29.4%

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 +43.0%

Total return

+43.0%

Start / end P/E

13.1x → 21.4x

EPS bridge

0.91 → 0.77

Residual

-9.7%

EPS growth-15.4%
Multiple rerating+63.2%
Dividend+4.9%
Residual / FX / buybacks / cross-term-9.7%

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.