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IPO.TO$17.06+5.11%
Fair $17.06+0.0%

IPO.TO

InPlay Oil Corp.

Energy / Oil & Gas E&PToronto

$17.06

+0.83 (+5.11%)

Fairly Valued+0.0%Fair Value $17.06Fund rank 28/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
Margin CompressionLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $1.2M · quality 47.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

38/100

D

Piotroski

2/9

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. 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 ROE is -2.1%, below the 5% threshold
Thesis & Journal · IPO.TOLocal privado en este navegador · InPlay Oil Corp.
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

$478M

P/E

N/A

•

EV/EBITDA

5.7x

↓

ROE

-2.1%

↓

Gross Margin

52.8%

↑

Debt/Equity

0.61

↑
52-Week Range$17
$9$19

TradingView lightweight chart

IPO.TO price, volumen y niveles de valoración

Último $17.06Periodo +40.1%
Fair value: $17.06

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

+6.9%

FCF CAGR

—

FCF margin

-59.0%

FCF / Net income

21.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $291.4M · net income $-7.8M · FCF $-171.8M

2022-FY → 2025-FY

Gross margin

52.8%-13.0% pts

Operating margin

3.7%-36.1% pts

Net margin

-2.7%-37.9% pts

FCF margin

-59.0%-77.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$291.4M$291.4M$153.7M$179.4M$238.6M
Net Income$-7.8M$-7.8M$9.5M$32.7M$83.9M
EBITDA$112.1M$112.1M$67.5M$87.4M$133.8M
EPS-0.32-0.320.612.165.52
Gross Margin52.8%52.8%55.6%60.7%65.8%
Operating Margin3.7%3.7%11.0%20.9%39.8%
Net Margin-2.7%-2.7%6.2%18.2%35.2%
Balance Sheet
Debt/Equity0.610.610.230.170.11
Current Ratio0.820.82———
Cash Flow
Free Cash Flow$-171.8M$-171.8M$7.8M$1.2M$45.3M
Returns
ROE-2.1%-2.1%3.3%11.1%30.7%
Valuation
P/E——17.806.363.09
EV/EBITDA5.735.733.502.962.15
P/B1.131.130.580.700.95
Growth & Yield
Revenue Growth89.6%89.6%-14.3%-24.8%—
EPS Growth-152.5%-152.5%-71.8%-60.9%—
Dividend Yield6.7%6.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +103.0%

Total return

+103.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.61 → -0.32

Residual

+96.3%

EPS growthn/d
Multiple reratingn/d
Dividend+6.7%
Residual / FX / buybacks / cross-term+96.3%

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.