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GFL$34.32+2.33%
Fair $34.32+0.0%

GFL

GFL Environmental Inc.

Industrials / Waste ManagementNYSE

$34.32

+0.78 (+2.33%)

Fairly Valued+0.0%Fair Value $34.32Fund rank 25/100 · Data gapFallback financials|
SA 20/D
F-Score: 7/9

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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $174.6M · quality 41.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

20/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · GFLLocal privado en este navegador · GFL Environmental 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

$12.4B

P/E

92.8x

↑

EV/EBITDA

10.4x

↑

ROE

52.5%

↑

Gross Margin

20.7%

↓

Debt/Equity

1.09

↑
52-Week Range$34
$34$52

TradingView lightweight chart

GFL price, volumen y niveles de valoración

Último $34.32Periodo +104.3%
Fair value: $34.32

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

-0.7%

FCF CAGR

-19.2%

FCF margin

2.6%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.62B · net income $3.83B · FCF $174.6M

2022-FY → 2025-FY

Gross margin

20.7%+8.9% pts

Operating margin

5.2%+4.6% pts

Net margin

58.0%+62.6% pts

FCF margin

2.6%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.62B$6.62B$6.14B$7.52B$6.76B
Net Income$3.83B$3.83B$-722.7M$45.4M$-311.8M
EBITDA$2.00B$2.00B$1.01B$2.21B$1.59B
EPS9.999.99-2.110.13-1.08
Gross Margin20.7%20.7%18.4%16.9%11.8%
Operating Margin5.2%5.2%3.6%3.5%0.6%
Net Margin58.0%58.0%-11.8%0.6%-4.6%
Balance Sheet
Debt/Equity1.091.091.511.291.60
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$174.6M$174.6M$347.2M$-74.7M$331.1M
Returns
ROE52.5%52.5%-10.4%0.6%-5.2%
Valuation
P/E92.7692.76—248.54—
EV/EBITDA10.4310.4327.219.5313.29
P/B1.781.782.441.661.92
Growth & Yield
Revenue Growth7.8%7.8%-18.3%11.2%—
EPS Growth573.5%573.5%-1723.1%112.0%—
Dividend Yield0.2%0.2%———

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

-32.7%

fácil

EPS terminal req.

$3.05

Spread vs growth

606.2%

5Y implied EPS CAGR

-18.1%

fácil

EPS terminal req.

$3.68

Spread vs growth

591.5%

10Y implied EPS CAGR

-5.1%

fácil

EPS terminal req.

$5.93

Spread vs growth

578.5%

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 -31.8%

Total return

-31.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.11 → 9.99

Residual

-31.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term-31.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.