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LUDN.TA$1210.00+0.00%
Fair $1210.00+0.0%

LUDN.TA

Ludan Engineering Co. Ltd

Industrials / Engineering & ConstructionTel Aviv

$1210.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1210.00Fund rank 33/100 · Data gapFallback financials|
SA 35/D
F-Score: 7/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.8M · quality 67.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

35/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · LUDN.TALocal privado en este navegador · Ludan Engineering Co. Ltd
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

$139M

P/E

10.4x

↓

EV/EBITDA

296.6x

↑

ROE

17.5%

↑

Gross Margin

10.1%

↓

Debt/Equity

0.89

↑
52-Week Range$1210
$1061$2469

TradingView lightweight chart

LUDN.TA price, volumen y niveles de valoración

Último $1,210Periodo +267.8%
Fair value: $1,210

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

-9.1%

FCF CAGR

-8.3%

FCF margin

5.6%

FCF / Net income

1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $432.9M · net income $14.3M · FCF $24.0M

2022-FY → 2025-FY

Gross margin

10.1%-1.6% pts

Operating margin

5.2%-1.9% pts

Net margin

3.3%-1.5% pts

FCF margin

5.6%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$432.9M$432.9M$446.8M$451.1M$576.0M
Net Income$14.3M$14.3M$15.9M$18.5M$27.7M
EBITDA$47.2M$47.2M$46.8M$44.2M$69.2M
EPS1.291.292.392.382.40
Gross Margin10.1%10.1%10.1%8.8%11.8%
Operating Margin5.2%5.2%6.0%4.9%7.1%
Net Margin3.3%3.3%3.6%4.1%4.8%
Balance Sheet
Debt/Equity0.890.891.130.730.73
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$24.0M$24.0M$56.6M$33.8M$31.2M
Returns
ROE17.5%17.5%12.4%14.3%23.5%
Valuation
P/E10.4310.43903.35642.44638.33
EV/EBITDA296.59296.59534.30400.39255.90
P/B170.30170.30193.90136.90149.65
Growth & Yield
Revenue Growth-3.1%-3.1%-1.0%-21.7%—
EPS Growth-46.0%-46.0%0.4%-0.8%—
Dividend Yield11.5%11.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

336.6%

muy exigente

EPS terminal req.

$107.37

Spread vs growth

-382.6%

5Y implied EPS CAGR

151.5%

muy exigente

EPS terminal req.

$129.91

Spread vs growth

-197.6%

10Y implied EPS CAGR

66.3%

muy exigente

EPS terminal req.

$209.23

Spread vs growth

-112.4%

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 -32.6%

Total return

-32.6%

Start / end P/E

905.4x → 938.0x

EPS bridge

2.39 → 1.29

Residual

-1.7%

EPS growth-46.0%
Multiple rerating+3.6%
Dividend+11.5%
Residual / FX / buybacks / cross-term-1.7%

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.