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GRGD.TO$73.96-1.37%
Fair $73.96+0.0%

GRGD.TO

Groupe Dynamite Inc.

Consumer Cyclical / Apparel RetailToronto

$73.96

-1.03 (-1.37%)

Fairly Valued+0.0%Fair Value $73.96Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9
High DebtLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $163.7M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

46/100

C

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: 2unknown: 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 5.08, above the 2.0 threshold ROE is 2.7%, below the 5% threshold
Thesis & Journal · GRGD.TOLocal privado en este navegador · Groupe Dynamite 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

$8.1B

P/E

33.6x

↑

EV/EBITDA

18.6x

↑

ROE

268.5%

↑

Gross Margin

63.8%

↑

Debt/Equity

5.08

↑
52-Week Range$74
$16$99

TradingView lightweight chart

GRGD.TO price, volumen y niveles de valoración

Último $73.96Periodo +272.6%
Fair value: $73.96

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+23.4%

FCF CAGR

+46.6%

FCF margin

25.6%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31B · net income $252.2M · FCF $335.2M

2023-FY → 2026-FY

Gross margin

63.8%+3.7% pts

Operating margin

28.9%+12.9% pts

Net margin

19.2%+10.2% pts

FCF margin

25.6%+10.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.31B$1.31B$958.5M$800.8M$697.4M
Net Income$252.2M$252.2M$135.8M$85.8M$62.8M
EBITDA$476.4M$476.4M$298.1M$224.4M$170.0M
EPS2.202.201.250.800.58
Gross Margin63.8%63.8%62.8%60.8%60.2%
Operating Margin28.9%28.9%22.1%18.2%16.0%
Net Margin19.2%19.2%14.2%10.7%9.0%
Balance Sheet
Debt/Equity5.085.082.7187.92-6.18
Current Ratio0.790.79———
Cash Flow
Free Cash Flow$335.2M$335.2M$163.7M$92.4M$106.4M
Returns
ROE268.5%268.5%96.1%1741.4%-82.7%
Valuation
P/E33.6233.6214.38——
EV/EBITDA18.6018.607.59——
P/B90.1590.1513.82——
Growth & Yield
Revenue Growth36.7%36.7%19.7%14.8%—
EPS Growth76.0%76.0%56.7%36.5%—

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

44.0%

muy exigente

EPS terminal req.

$6.56

Spread vs growth

32.0%

5Y implied EPS CAGR

29.3%

muy exigente

EPS terminal req.

$7.94

Spread vs growth

46.7%

10Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$12.79

Spread vs growth

56.8%

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 +348.2%

Total return

+348.2%

Start / end P/E

13.2x → 33.6x

EPS bridge

1.25 → 2.20

Residual

+117.6%

EPS growth+76.0%
Multiple rerating+154.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term+117.6%

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.