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v0.1
GAGR.TA$1788.00-2.67%
Fair $1788.00+0.0%

GAGR.TA

Gaon Group Ltd.

Basic Materials / SteelTel Aviv

$1788.00

-49.00 (-2.67%)

Fairly Valued+0.0%Fair Value $1788.00Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $56.5M · quality 54.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

50/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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.
Thesis & Journal · GAGR.TALocal privado en este navegador · Gaon Group Ltd.
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

$814M

P/E

23.2x

↑

EV/EBITDA

763.8x

↑

ROE

7.6%

↑

Gross Margin

22.8%

↑

Debt/Equity

0.95

↑
52-Week Range$1788
$357$1899

TradingView lightweight chart

GAGR.TA price, volumen y niveles de valoración

Último $1,788Periodo +410.9%
Fair value: $1,788

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+5.4%

FCF CAGR

-58.9%

FCF margin

1.4%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $703.5M · net income $33.5M · FCF $9.6M

2023-FY → 2025-FY

Gross margin

22.8%+4.4% pts

Operating margin

9.7%+10.6% pts

Net margin

4.8%+9.3% pts

FCF margin

1.4%-7.6% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$703.5M$703.5M$654.1M$633.5M
Net Income$33.5M$33.5M$11.2M$-28.6M
EBITDA$107.1M$107.1M$76.7M$29.1M
EPS0.740.740.25-0.63
Gross Margin22.8%22.8%19.4%18.4%
Operating Margin9.7%9.7%5.9%-0.9%
Net Margin4.8%4.8%1.7%-4.5%
Balance Sheet
Debt/Equity0.950.950.86—
Current Ratio1.301.30——
Cash Flow
Free Cash Flow$9.6M$9.6M$62.8M$56.5M
Returns
ROE7.6%7.6%2.7%—
Valuation
P/E23.2223.221722.80—
EV/EBITDA763.85763.85259.60436.12
P/B183.57183.5747.98—
Growth & Yield
Revenue Growth7.5%7.5%3.3%—
EPS Growth196.0%196.0%139.7%—

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

498.5%

muy exigente

EPS terminal req.

$158.66

Spread vs growth

-302.5%

5Y implied EPS CAGR

203.9%

muy exigente

EPS terminal req.

$191.97

Spread vs growth

-7.9%

10Y implied EPS CAGR

82.9%

muy exigente

EPS terminal req.

$309.17

Spread vs growth

113.1%

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 +380.0%

Total return

+380.0%

Start / end P/E

1490.0x → 2416.2x

EPS bridge

0.25 → 0.74

Residual

+121.8%

EPS growth+196.0%
Multiple rerating+62.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term+121.8%

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.