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v0.1
GSL$37.93+4.12%
Fair $37.93+0.0%

GSL

Global Ship Lease, Inc.

Industrials / Marine ShippingNYSE

$37.93

+1.50 (+4.12%)

Fairly Valued+0.0%Fair Value $37.93Fund rank 36/100 · Data gapFallback financials|
SA 65/B
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $222.5M · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

65/100

B

Piotroski

5/9

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 · GSLLocal privado en este navegador · Global Ship Lease, 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

$1.4B

P/E

3.6x

↓

EV/EBITDA

3.1x

↓

ROE

23.1%

↑

Gross Margin

52.8%

↑

Debt/Equity

0.38

↑
52-Week Range$38
$25$43

TradingView lightweight chart

GSL price, volumen y niveles de valoración

Último $37.93Periodo -37.9%
Fair value: $37.93

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

+7.6%

FCF CAGR

+4.1%

FCF margin

47.7%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $753.0M · net income $416.5M · FCF $359.4M

2022-FY → 2025-FY

Gross margin

52.8%-2.6% pts

Operating margin

49.9%-2.4% pts

Net margin

55.3%+6.9% pts

FCF margin

47.7%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$753.0M$753.0M$705.5M$666.7M$604.5M
Net Income$416.5M$416.5M$353.6M$304.5M$292.9M
EBITDA$577.4M$577.4M$494.3M$441.5M$449.5M
EPS11.3211.329.748.337.87
Gross Margin52.8%52.8%55.4%55.8%55.4%
Operating Margin49.9%49.9%53.0%53.1%52.3%
Net Margin55.3%55.3%50.1%45.7%48.5%
Balance Sheet
Debt/Equity0.380.380.470.690.97
Current Ratio2.262.26———
Cash Flow
Free Cash Flow$359.4M$359.4M$187.7M$222.5M$318.3M
Returns
ROE23.1%23.1%24.2%25.7%30.3%
Valuation
P/E3.633.632.322.532.10
EV/EBITDA3.083.082.713.213.13
P/B0.760.760.540.630.62
Growth & Yield
Revenue Growth6.7%6.7%5.8%10.3%—
EPS Growth16.2%16.2%16.9%5.8%—
Dividend Yield6.9%6.9%———

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

-33.3%

fácil

EPS terminal req.

$3.37

Spread vs growth

49.5%

5Y implied EPS CAGR

-18.5%

fácil

EPS terminal req.

$4.07

Spread vs growth

34.7%

10Y implied EPS CAGR

-5.3%

fácil

EPS terminal req.

$6.56

Spread vs growth

21.5%

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 +59.5%

Total return

+59.5%

Start / end P/E

2.6x → 3.4x

EPS bridge

9.74 → 11.32

Residual

+5.1%

EPS growth+16.2%
Multiple rerating+31.3%
Dividend+6.9%
Residual / FX / buybacks / cross-term+5.1%

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.