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IZB.WA$34.80+8.75%
Fair $34.80+0.0%

IZB.WA

IZOBLOK S.A.

Consumer Cyclical / Auto PartsWarsaw

$34.80

+2.80 (+8.75%)

Fairly Valued+0.0%Fair Value $34.80Fund rank 29/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Low 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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-25.7M · quality 60.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

37/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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. ROE is -1.9%, below the 5% threshold
Thesis & Journal · IZB.WALocal privado en este navegador · IZOBLOK S.A.
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

$44M

P/E

7.0x

↓

EV/EBITDA

7.4x

↓

ROE

-1.9%

↓

Gross Margin

50.0%

↑

Debt/Equity

1.44

↑
52-Week Range$35
$22$35

TradingView lightweight chart

IZB.WA price, volumen y niveles de valoración

Último $34.80Periodo +52.0%
Fair value: $34.80

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

+23.5%

FCF CAGR

—

FCF margin

-7.9%

FCF / Net income

12.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $301.3M · net income $-1.9M · FCF $-23.7M

2022-FY → 2025-FY

Gross margin

50.0%+14.6% pts

Operating margin

2.6%+23.1% pts

Net margin

-0.6%+14.9% pts

FCF margin

-7.9%+8.2% pts
MetricTTM
2025
2024
2022
Income Statement
Revenue$301.3M$301.3M$252.3M$159.9M
Net Income$-1.9M$-1.9M$13.9M$-24.8M
EBITDA$24.6M$24.6M$18.8M$-9.3M
EPS-1.47-1.4710.94-19.61
Gross Margin50.0%50.0%49.1%35.3%
Operating Margin2.6%2.6%1.5%-20.5%
Net Margin-0.6%-0.6%5.5%-15.5%
Balance Sheet
Debt/Equity1.441.441.251.06
Current Ratio1.361.36——
Cash Flow
Free Cash Flow$-23.7M$-23.7M$-30.7M$-25.7M
Returns
ROE-1.9%-1.9%13.6%-34.0%
Valuation
P/E7.007.003.42—
EV/EBITDA7.387.388.43—
P/B0.440.440.460.69
Growth & Yield
Revenue Growth19.5%19.5%57.7%—
EPS Growth-113.4%-113.4%155.8%—

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 +3.6%

Total return

+3.6%

Start / end P/E

n/dx → n/dx

EPS bridge

10.94 → -1.47

Residual

+3.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.6%

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.