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FIVN$26.26+7.84%
Fair $26.26+0.0%

FIVN

Five9, Inc.

Technology / Software - InfrastructureNasdaqGM

$26.26

+1.91 (+7.84%)

Fairly Valued+0.0%Fair Value $26.26Fund rank 26/100 · Data gapFallback financials|
SA 41/C
F-Score: 8/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $88.1M · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

41/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 14Warnings: 0unknown: 14
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.
Thesis & Journal · FIVNLocal privado en este navegador · Five9, 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

$2.0B

P/E

40.4x

↑

EV/EBITDA

23.9x

↑

ROE

5.0%

↑

Gross Margin

55.1%

↑

Debt/Equity

1.02

↑
52-Week Range$26
$13$30

TradingView lightweight chart

FIVN price, volumen y niveles de valoración

Último $26.26Periodo +243.7%
Fair value: $26.26

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2012–2025 · 13 años de histórico normalizado

Revenue CAGR

+24.9%

FCF CAGR

—

FCF margin

14.1%

FCF / Net income

4.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $39.4M · FCF $162.1M

2012-FY → 2025-FY

Gross margin

55.1%+16.7% pts

Operating margin

2.5%+29.2% pts

Net margin

3.4%+33.7% pts

FCF margin

14.1%+31.3% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Income Statement
Revenue$1.15B$1.15B$1.04B$910.5M$778.8M$609.6M$434.9M$328.0M$257.7M$200.2M$162.1M$128.9M$103.1M$84.1M$63.8M
Net Income$39.4M$39.4M$-12.8M$-81.8M$-94.7M$-53.0M$-42.1M$-4.6M$-221000.00$-9.0M$-11.9M$-25.8M$-37.8M$-31.3M$-19.3M
EBITDA$120.8M$120.8M$55.0M$-23.3M$-38.1M$-17.5M$12.8M$17.6M$17.3M$2.6M$1.8M$-13.8M$-29.1M$-23.9M$-14.4M
EPS0.450.45-0.17-1.13-1.35-0.79-0.66-0.08———————
Gross Margin55.1%55.1%54.2%52.5%52.8%55.5%58.5%59.0%59.6%58.5%58.7%53.8%47.0%42.0%38.4%
Operating Margin2.5%2.5%-4.9%-10.8%-11.2%-9.2%-2.8%1.0%2.7%-2.9%-4.0%-16.4%-34.5%-33.7%-26.7%
Net Margin3.4%3.4%-1.2%-9.0%-12.2%-8.7%-9.7%-1.4%-0.1%-4.5%-7.3%-20.0%-36.6%-37.2%-30.3%
Balance Sheet
Debt/Equity1.021.021.981.482.55———1.380.701.090.660.84-6.60—
Current Ratio4.514.51—————————————
Cash Flow
Free Cash Flow$162.1M$162.1M$78.6M$88.1M$32.7M$-13.2M$36.9M$32.0M$29.4M$8.5M$5.7M$-14.1M$-25.3M$-21.5M$-11.0M
Returns
ROE5.0%5.0%-2.1%-15.2%-30.5%-25.1%-15.1%-2.3%-0.2%-19.1%-39.1%-98.3%-90.5%1055.1%—
Valuation
P/E40.4040.40—————————————
EV/EBITDA23.8823.8871.47————————————
P/B2.942.944.919.6815.31——————————
Growth & Yield
Revenue Growth10.3%10.3%14.4%16.9%—40.2%32.6%27.3%28.7%23.5%25.8%25.0%22.5%31.8%—
EPS Growth364.7%364.7%85.0%16.3%—-19.7%-725.0%————————

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

73.0%

muy exigente

EPS terminal req.

$2.33

Spread vs growth

291.7%

5Y implied EPS CAGR

44.3%

muy exigente

EPS terminal req.

$2.82

Spread vs growth

320.4%

10Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$4.54

Spread vs growth

338.7%

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 -0.9%

Total return

-0.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.17 → 0.45

Residual

-0.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.9%

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.