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FRD$23.77+1.67%
Fair $23.77+0.0%

FRD

Friedman Industries, Incorporated

Basic Materials / SteelNasdaqGS

$23.77

+0.39 (+1.67%)

Fairly Valued+0.0%Fair Value $23.77Fund rank 25/100 · Data gapFallback financials|
SA 61/B
F-Score: 1/9
Declining RevenueLow 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 $-813000.00 · quality 41.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

61/100

B

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 15Warnings: 2unknown: 15
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 2 consecutive years ROE is 4.6%, below the 5% threshold
Thesis & Journal · FRDLocal privado en este navegador · Friedman Industries, Incorporated
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

$169M

P/E

10.7x

↓

EV/EBITDA

15.3x

↑

ROE

4.6%

↑

Gross Margin

10.2%

↓

Debt/Equity

0.38

↑
52-Week Range$24
$15$25

TradingView lightweight chart

FRD price, volumen y niveles de valoración

Último $23.77Periodo +653.5%
Fair value: $23.77

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2011–2025 · 14 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $444.6M · net income $6.1M · FCF $-9.4M

2011-FY → 2025-FY

Gross margin

10.2%— pts

Operating margin

0.6%— pts

Net margin

1.4%— pts

FCF margin

-2.1%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Income Statement
Revenue$444.6M$444.6M$516.3M$547.5M$285.2M———$121.2M$77.8M——————
Net Income$6.1M$6.1M$17.3M$21.3M$14.1M$11.4M$-5.2M$5.1M$3.9M$-2.7M$294000.00$382330.00$1.7M$6.1M$8.2M$8.2M
EBITDA$13.9M$13.9M$29.5M$32.9M$19.9M———————————
EPS0.870.872.392.912.041.63-0.750.730.56-0.390.040.060.250.901.201.20
Gross Margin10.2%10.2%14.0%12.8%14.4%———————————
Operating Margin0.6%0.6%4.7%3.8%10.0%———4.7%-5.4%——————
Net Margin1.4%1.4%3.4%3.9%4.9%———3.2%-3.4%——————
Balance Sheet
Debt/Equity0.380.380.340.300.23———————————
Current Ratio3.593.59——————————————
Cash Flow
Free Cash Flow$-9.4M$-9.4M$-813000.00$47.4M$-21.5M$3.8M$6.3M$8.8M$2.9M$-1.0M———$11.0M$8.1M$-7.5M
Returns
ROE4.6%4.6%13.6%18.5%17.7%17.5%-7.9%7.0%5.7%-4.4%0.5%0.6%2.7%9.7%12.9%13.9%
Valuation
P/E10.7110.718.083.904.19———————————
EV/EBITDA15.2915.296.123.483.65———————————
P/B1.261.261.100.720.71———————————
Growth & Yield
Revenue Growth-13.9%-13.9%-5.7%92.0%————55.8%———————
EPS Growth-63.6%-63.6%-17.9%42.6%—317.3%-202.7%30.4%243.6%-1075.0%-33.3%-76.0%-72.2%-25.0%0.0%—
Dividend Yield0.7%0.7%——————————————

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

34.3%

muy exigente

EPS terminal req.

$2.11

Spread vs growth

-97.9%

5Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$2.55

Spread vs growth

-87.6%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$4.11

Spread vs growth

-80.4%

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 +47.4%

Total return

+47.4%

Start / end P/E

6.8x → 27.3x

EPS bridge

2.39 → 0.87

Residual

-192.8%

EPS growth-63.6%
Multiple rerating+303.1%
Dividend+0.7%
Residual / FX / buybacks / cross-term-192.8%

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.