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FRW.NZ$13.63+0.00%
Fair $13.63+0.0%

FRW.NZ

Freightways Group Limited

Industrials / Integrated Freight & LogisticsNZSE

$13.63

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $13.63Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $125.2M · quality 69.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

46/100

C

Piotroski

5/9

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 · FRW.NZLocal privado en este navegador · Freightways Group 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

$2.4B

P/E

30.3x

↑

EV/EBITDA

13.1x

↑

ROE

16.0%

↑

Gross Margin

100.0%

↑

Debt/Equity

1.27

↑
52-Week Range$14
$11$15

TradingView lightweight chart

FRW.NZ price, volumen y niveles de valoración

Último $13.63Periodo +674.4%
Fair value: $13.63

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

+13.9%

FCF CAGR

+14.3%

FCF margin

11.2%

FCF / Net income

1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.29B · net income $79.9M · FCF $144.1M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

11.2%-2.9% pts

Net margin

6.2%-1.8% pts

FCF margin

11.2%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.29B$1.29B$1.21B$1.12B$873.1M
Net Income$79.9M$79.9M$70.8M$75.1M$70.1M
EBITDA$232.0M$232.0M$229.1M$202.3M$174.1M
EPS0.450.450.400.430.42
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin11.2%11.2%11.3%11.9%14.1%
Net Margin6.2%6.2%5.9%6.7%8.0%
Balance Sheet
Debt/Equity1.271.271.321.381.36
Current Ratio0.830.83———
Cash Flow
Free Cash Flow$144.1M$144.1M$125.2M$118.6M$96.6M
Returns
ROE16.0%16.0%14.4%15.8%19.7%
Valuation
P/E30.2930.2918.9919.9523.22
EV/EBITDA13.0713.078.5610.4412.00
P/B4.894.892.743.154.57
Growth & Yield
Revenue Growth6.6%6.6%7.8%28.5%—
EPS Growth12.1%12.1%-7.7%2.1%—
Dividend Yield3.1%3.1%———

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

39.4%

muy exigente

EPS terminal req.

$1.21

Spread vs growth

-27.4%

5Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$1.46

Spread vs growth

-14.8%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$2.36

Spread vs growth

-6.1%

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 +28.7%

Total return

+28.7%

Start / end P/E

27.3x → 30.6x

EPS bridge

0.40 → 0.45

Residual

+1.5%

EPS growth+12.1%
Multiple rerating+12.1%
Dividend+3.1%
Residual / FX / buybacks / cross-term+1.5%

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.