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GOLF.TA$754.80-0.03%
Fair $754.80+0.0%

GOLF.TA

Golf & Co Group Ltd

Consumer Cyclical / Specialty RetailTel Aviv

$754.80

-0.20 (-0.03%)

Fairly Valued+0.0%Fair Value $754.80Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
High Debt

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 $172.4M · quality 36.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

47/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.63, above the 2.0 threshold
Thesis & Journal · GOLF.TALocal privado en este navegador · Golf & Co 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

$343M

P/E

7.6x

↓

EV/EBITDA

167.1x

↑

ROE

20.5%

↑

Gross Margin

61.5%

↑

Debt/Equity

3.63

↑
52-Week Range$755
$590$820

TradingView lightweight chart

GOLF.TA price, volumen y niveles de valoración

Último $786.10Periodo -37.3%
Fair value: $754.80

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

-1.2%

FCF CAGR

+109.5%

FCF margin

20.4%

FCF / Net income

4.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $919.4M · net income $44.5M · FCF $187.7M

2022-FY → 2025-FY

Gross margin

61.5%+3.2% pts

Operating margin

9.8%+9.5% pts

Net margin

4.8%+6.7% pts

FCF margin

20.4%+18.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$919.4M$919.4M$871.5M$852.2M$953.8M
Net Income$44.5M$44.5M$64.9M$-44.8M$-17.6M
EBITDA$206.7M$206.7M$202.1M$101.5M$120.4M
EPS0.990.991.47-1.01-0.16
Gross Margin61.5%61.5%61.6%58.9%58.3%
Operating Margin9.8%9.8%10.5%1.0%0.3%
Net Margin4.8%4.8%7.4%-5.3%-1.8%
Balance Sheet
Debt/Equity3.633.632.253.173.04
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$187.7M$187.7M$131.2M$172.4M$20.4M
Returns
ROE20.5%20.5%29.3%-28.7%-8.8%
Valuation
P/E7.627.62462.11——
EV/EBITDA167.08167.08151.19130.98172.87
P/B156.05156.05136.0382.16101.13
Growth & Yield
Revenue Growth5.5%5.5%2.3%-10.7%—
EPS Growth-32.7%-32.7%245.5%-531.3%—
Dividend Yield12.0%12.0%———

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

307.5%

muy exigente

EPS terminal req.

$66.98

Spread vs growth

-340.1%

5Y implied EPS CAGR

141.3%

muy exigente

EPS terminal req.

$81.04

Spread vs growth

-174.0%

10Y implied EPS CAGR

62.9%

muy exigente

EPS terminal req.

$130.52

Spread vs growth

-95.6%

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 +33.0%

Total return

+33.0%

Start / end P/E

442.0x → 794.0x

EPS bridge

1.47 → 0.99

Residual

-26.0%

EPS growth-32.7%
Multiple rerating+79.6%
Dividend+12.0%
Residual / FX / buybacks / cross-term-26.0%

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.