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v0.1
FTW$12.15+1.42%
Fair $12.15+0.0%

FTW

Presidio Production Company

Energy / Oil & Gas E&PNYSE

$12.15

+0.17 (+1.42%)

Fairly Valued+0.0%Fair Value $12.15Fund rank 32/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
Low 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.4M · quality 64.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

45/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 1unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -3.6%, below the 5% threshold
Thesis & Journal · FTWLocal privado en este navegador · Presidio Production Company
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

$336M

P/E

32.8x

↑

EV/EBITDA

3.4x

↓

ROE

-362.2%

↓

Gross Margin

55.2%

↑

Debt/Equity

-11.13

↓
52-Week Range$12
$10$17

TradingView lightweight chart

FTW price, volumen y niveles de valoración

Último $12.15Periodo +22.5%
Fair value: $12.15

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2024 · 1 años de histórico normalizado

Revenue CAGR

-16.5%

FCF CAGR

+195.9%

FCF margin

24.5%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $192.2M · net income $100.9M · FCF $47.0M

2023-FY → 2024-FY

Gross margin

55.2%-4.1% pts

Operating margin

28.6%-5.8% pts

Net margin

52.5%+10.9% pts

FCF margin

24.5%+17.5% pts
MetricTTM
2024
2023
Income Statement
Revenue$192.2M$192.2M$230.1M
Net Income$100.9M$100.9M$95.7M
EBITDA$165.5M$165.5M$162.2M
EPS3.653.653.46
Gross Margin55.2%55.2%59.3%
Operating Margin28.6%28.6%34.5%
Net Margin52.5%52.5%41.6%
Balance Sheet
Debt/Equity-11.13-11.13-2.81
Current Ratio0.360.36—
Cash Flow
Free Cash Flow$47.0M$47.0M$15.9M
Returns
ROE-362.2%-362.2%-74.3%
Valuation
P/E32.8432.84—
EV/EBITDA3.373.37—
Growth & Yield
Revenue Growth-16.5%-16.5%—
EPS Growth5.5%5.5%—
Dividend Yield11.3%11.3%—

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

-33.4%

fácil

EPS terminal req.

$1.08

Spread vs growth

38.9%

5Y implied EPS CAGR

-18.6%

fácil

EPS terminal req.

$1.30

Spread vs growth

24.1%

10Y implied EPS CAGR

-5.4%

fácil

EPS terminal req.

$2.10

Spread vs growth

10.8%

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 +27.9%

Total return

+27.9%

Start / end P/E

3.0x → 3.3x

EPS bridge

3.46 → 3.65

Residual

+0.6%

EPS growth+5.5%
Multiple rerating+10.5%
Dividend+11.3%
Residual / FX / buybacks / cross-term+0.6%

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.