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v0.1
IZS.WA$3.14+0.64%
Fair $3.14+0.0%

IZS.WA

Izostal S.A.

Basic Materials / SteelWarsaw

$3.14

+0.02 (+0.64%)

Fairly Valued+0.0%Fair Value $3.14Fund rank 29/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $91.1M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

42/100

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: 1unknown: 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. ROE is 4.8%, below the 5% threshold
Thesis & Journal · IZS.WALocal privado en este navegador · Izostal 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

$103M

P/E

4.0x

↓

EV/EBITDA

5.8x

↓

ROE

4.8%

↑

Gross Margin

9.2%

↓

Debt/Equity

0.59

↑
52-Week Range$3
$3$4

TradingView lightweight chart

IZS.WA price, volumen y niveles de valoración

Último $3.140Periodo -57.9%
Fair value: $3.140

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

+1.7%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

7.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.23B · net income $12.8M · FCF $91.1M

2022-FY → 2025-FY

Gross margin

9.2%+2.0% pts

Operating margin

2.5%-0.3% pts

Net margin

1.0%-0.9% pts

FCF margin

7.4%+13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.23B$1.23B$771.6M$751.0M$1.17B
Net Income$12.8M$12.8M$10.1M$11.9M$22.5M
EBITDA$43.1M$43.1M$36.5M$37.8M$47.0M
EPS——0.310.360.69
Gross Margin9.2%9.2%8.4%9.7%7.1%
Operating Margin2.5%2.5%2.7%4.1%2.7%
Net Margin1.0%1.0%1.3%1.6%1.9%
Balance Sheet
Debt/Equity0.590.590.950.580.96
Cash Flow
Free Cash Flow$91.1M$91.1M$-59.9M$107.9M$-66.1M
Returns
ROE4.8%4.8%3.9%4.7%9.2%
Valuation
P/E4.034.038.297.473.77
EV/EBITDA5.825.828.206.046.67
P/B0.380.380.330.350.35
Growth & Yield
Revenue Growth59.9%59.9%2.7%-35.9%—
EPS Growth——-13.9%-47.8%—
Dividend Yield3.5%3.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +22.5%

Total return

+22.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.31 → n/d

Residual

+18.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term+18.9%

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.