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v0.1
IMO$120.23+1.28%
Fair $120.23+0.0%

IMO

Imperial Oil Limited

Energy / Oil & Gas IntegratedNYSE American

$120.23

+1.51 (+1.28%)

Fairly Valued+0.0%Fair Value $120.23Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Margin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.1B · quality 74.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · IMOLocal privado en este navegador · Imperial Oil Limited
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

$59.8B

P/E

28.2x

↑

EV/EBITDA

9.3x

↑

ROE

14.7%

↑

Gross Margin

12.3%

↓

Debt/Equity

0.19

↓
52-Week Range$120
$71$139

TradingView lightweight chart

IMO price, volumen y niveles de valoración

Último $120.24Periodo +1622.8%
Fair value: $120.23

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

10.4%

FCF / Net income

1.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.20B · net income $3.27B · FCF $4.70B

2007-FY → 2025-FY

Gross margin

12.3%— pts

Operating margin

9.1%— pts

Net margin

7.2%— pts

FCF margin

10.4%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$45.20B$45.20B$48.82B$48.30B$57.23B$37.59B$22.39B———————$4.36B$4.17B$3.65B$3.46B——
Net Income$3.27B$3.27B$4.79B$4.89B$7.34B$2.48B$-1.86B$2.20B$2.31B$490.0M$2.17B$1.12B$3.79B$2.83B$3.77B$3.37B$2.21B$1.58B$3.88B$3.19B
EBITDA$6.87B$6.87B$8.26B$8.35B$11.44B———————————————
EPS6.486.489.038.4911.443.48-2.532.882.860.582.551.324.453.324.423.952.591.844.363.41
Gross Margin12.3%12.3%14.5%14.7%17.8%———————————————
Operating Margin9.1%9.1%12.5%12.8%16.2%———————————————
Net Margin7.2%7.2%9.8%10.1%12.8%6.6%-8.3%———————86.4%80.7%60.5%45.7%——
Balance Sheet
Debt/Equity0.190.190.180.190.190.200.21—————————0.04———
Current Ratio1.231.23——————————————————
Cash Flow
Free Cash Flow$4.70B$4.70B$4.11B$1.95B$8.96B———————————————
Returns
ROE14.7%14.7%20.4%22.0%32.7%11.4%-8.7%—————————19.8%16.7%42.8%40.2%
Valuation
P/E28.2228.226.916.924.22———————————————
EV/EBITDA9.269.264.394.462.76———————————————
P/B2.722.721.411.521.38———————————————
Growth & Yield
Revenue Growth-7.4%-7.4%1.1%-15.6%—67.9%————————4.4%14.4%5.6%———
EPS Growth-28.2%-28.2%6.4%-25.8%—237.5%-187.8%0.7%393.1%-77.3%93.2%-70.3%34.0%-24.9%11.9%52.5%40.8%-57.8%27.9%—
Dividend Yield2.1%2.1%——————————————————

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

18.1%

exigente

EPS terminal req.

$10.67

Spread vs growth

-46.3%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$12.91

Spread vs growth

-43.0%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$20.79

Spread vs growth

-40.6%

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 +70.7%

Total return

+70.7%

Start / end P/E

7.9x → 18.6x

EPS bridge

9.03 → 6.48

Residual

-38.1%

EPS growth-28.2%
Multiple rerating+134.8%
Dividend+2.1%
Residual / FX / buybacks / cross-term-38.1%

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.