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GDYN$7.86+9.17%
Fair $7.86+0.0%

GDYN

Grid Dynamics Holdings, Inc.

Technology / Information Technology ServicesNasdaqCM

$7.86

+0.66 (+9.17%)

Fairly Valued+0.0%Fair Value $7.86Fund rank 32/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $25.3M · quality 69.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

60/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 8Warnings: 1unknown: 8
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 1.8%, below the 5% threshold
Thesis & Journal · GDYNLocal privado en este navegador · Grid Dynamics Holdings, 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

$657M

P/E

131.0x

↑

EV/EBITDA

15.4x

↑

ROE

1.8%

↓

Gross Margin

34.6%

↑

Debt/Equity

0.03

↓
52-Week Range$8
$5$13

TradingView lightweight chart

GDYN price, volumen y niveles de valoración

Último $7.860Periodo -17.3%
Fair value: $7.860

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2018–2025 · 7 años de histórico normalizado

Revenue CAGR

+23.9%

FCF CAGR

+18.9%

FCF margin

6.1%

FCF / Net income

2.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $411.8M · net income $9.7M · FCF $25.3M

2018-FY → 2025-FY

Gross margin

34.6%-8.2% pts

Operating margin

-0.4%-15.4% pts

Net margin

2.3%-7.7% pts

FCF margin

6.1%-2.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
Income Statement
Revenue$411.8M$411.8M$350.6M$312.9M$310.5M$211.3M$111.3M$118.3M$91.9M
Net Income$9.7M$9.7M$4.0M$-1.8M$-29.2M$-7.7M$-12.6M$10.8M$9.2M
EBITDA$23.2M$23.2M$19.0M$7.5M$-11.4M$5.1M$-12.8M$17.9M$15.1M
EPS0.110.110.05-0.02-0.42-0.13-0.280.490.46
Gross Margin34.6%34.6%36.2%36.2%38.8%41.5%37.4%40.8%42.8%
Operating Margin-0.4%-0.4%0.1%-1.5%-6.8%0.0%-13.9%13.2%15.1%
Net Margin2.3%2.3%1.2%-0.6%-9.4%-3.6%-11.3%9.1%10.0%
Balance Sheet
Debt/Equity0.030.030.020.030.02————
Current Ratio7.887.88———————
Cash Flow
Free Cash Flow$25.3M$25.3M$18.4M$33.2M$25.6M$13.3M$3.7M$9.7M$7.5M
Returns
ROE1.8%1.8%0.8%-0.5%-8.0%-3.4%-8.3%20.0%27.6%
Valuation
P/E131.00131.00438.20——————
EV/EBITDA15.4215.4275.1591.23—————
P/B1.261.263.382.442.04————
Growth & Yield
Revenue Growth17.5%17.5%12.0%0.8%—89.9%-6.0%28.8%—
EPS Growth120.0%120.0%350.0%95.2%—53.6%-157.1%6.5%—

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

85.1%

muy exigente

EPS terminal req.

$0.70

Spread vs growth

34.9%

5Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$0.84

Spread vs growth

69.7%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$1.36

Spread vs growth

91.4%

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 -37.3%

Total return

-37.3%

Start / end P/E

250.6x → 71.5x

EPS bridge

0.05 → 0.11

Residual

-85.8%

EPS growth+120.0%
Multiple rerating-71.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-85.8%

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.