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GDL.TO$11.61+0.17%
Fair $11.61+0.0%

GDL.TO

Goodfellow Inc.

Basic Materials / Lumber & Wood ProductionToronto

$11.61

+0.02 (+0.17%)

Fairly Valued+0.0%Fair Value $11.61Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-494000.00 · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

42/100

C

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.4%, below the 5% threshold
Thesis & Journal · GDL.TOLocal privado en este navegador · Goodfellow 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

$97M

P/E

15.7x

↓

EV/EBITDA

5.4x

↓

ROE

3.4%

↑

Gross Margin

95.7%

↑

Debt/Equity

0.19

↓
52-Week Range$12
$11$13

TradingView lightweight chart

GDL.TO price, volumen y niveles de valoración

Último $11.61Periodo +111.1%
Fair value: $11.61

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

-4.9%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $543.0M · net income $7.1M · FCF $-494000.0

2022-FY → 2025-FY

Gross margin

95.7%+74.1% pts

Operating margin

83.9%+76.3% pts

Net margin

1.3%-3.9% pts

FCF margin

-0.1%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$543.0M$543.0M$509.5M$512.8M$631.2M
Net Income$7.1M$7.1M$13.4M$14.7M$32.7M
EBITDA$24.6M$24.6M$29.5M$30.1M$54.3M
EPS0.850.851.581.723.82
Gross Margin95.7%95.7%96.3%21.9%21.6%
Operating Margin83.9%83.9%85.5%4.4%7.6%
Net Margin1.3%1.3%2.6%2.9%5.2%
Balance Sheet
Debt/Equity0.190.190.130.070.09
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$-494000.00$-494000.00$-16.6M$39.1M$21.1M
Returns
ROE3.4%3.4%6.5%7.5%17.5%
Valuation
P/E15.6915.698.638.143.17
EV/EBITDA5.425.424.683.462.17
P/B0.470.470.560.610.55
Growth & Yield
Revenue Growth6.6%6.6%-0.6%-18.8%—
EPS Growth-46.2%-46.2%-8.1%-55.0%—
Dividend Yield2.6%2.6%———

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

6.6%

razonable

EPS terminal req.

$1.03

Spread vs growth

-52.8%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$1.25

Spread vs growth

-54.2%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$2.01

Spread vs growth

-55.2%

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 -8.8%

Total return

-8.8%

Start / end P/E

8.3x → 13.7x

EPS bridge

1.58 → 0.85

Residual

-29.9%

EPS growth-46.2%
Multiple rerating+64.7%
Dividend+2.6%
Residual / FX / buybacks / cross-term-29.9%

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.