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MITK$17.87+4.02%
Fair $17.87+0.0%

MITK

Mitek Systems, Inc.

Technology / Software - ApplicationNasdaqCM

$17.87

+0.69 (+4.02%)

Fairly Valued+0.0%Fair Value $17.87Fund rank 37/100 · Data gapFallback financials|
SA 62/B
F-Score: 6/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $30.6M · quality 75.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

62/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 1unknown: 16
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 3.7%, below the 5% threshold
Thesis & Journal · MITKLocal privado en este navegador · Mitek Systems, Inc.
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

$807M

P/E

52.6x

↑

EV/EBITDA

22.8x

↑

ROE

3.7%

↓

Gross Margin

85.1%

↑

Debt/Equity

0.65

↑
52-Week Range$18
$9$18

TradingView lightweight chart

MITK price, volumen y niveles de valoración

Último $17.87Periodo +333.2%
Fair value: $17.87

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+26.8%

FCF CAGR

—

FCF margin

30.2%

FCF / Net income

6.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $179.7M · net income $8.8M · FCF $54.2M

2010-FY → 2025-FY

Gross margin

85.1%— pts

Operating margin

9.8%+17.3% pts

Net margin

4.9%+18.2% pts

FCF margin

30.2%+46.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$179.7M$179.7M$172.1M$172.6M$144.8M$119.8M$101.3M$84.6M$63.6M$45.4M$34.7M$25.4M$19.1M$14.8M$9.1M$10.3M$5.1M
Net Income$8.8M$8.8M$3.3M$8.0M$3.7M$8.0M$7.8M$-724000.00$-11.8M$14.1M$2.0M$2.5M$-5.3M$-7.3M$-7.8M$-125057.00$-682353.00
EBITDA$36.8M$36.8M$25.3M$38.5M$27.0M$14.7M$10.4M$-3.2M$-7.2M$3.1M$2.6M$2.3M$-4.9M$-7.0M$-7.6M$435689.00$-211087.00
EPS0.190.190.070.170.070.180.18-0.02-0.330.400.060.08-0.17-0.26-0.31-0.01—
Gross Margin85.1%85.1%85.8%86.7%86.2%————————————
Operating Margin9.8%9.8%2.3%10.2%9.7%11.1%8.8%-5.4%-12.3%6.1%5.3%7.5%-28.2%-49.3%-86.7%2.5%-7.5%
Net Margin4.9%4.9%1.9%4.7%2.6%6.7%7.7%-0.9%-18.6%31.0%5.6%10.0%-27.6%-49.1%-86.2%-1.2%-13.3%
Balance Sheet
Debt/Equity0.650.650.690.680.78————————————
Current Ratio2.612.61———————————————
Cash Flow
Free Cash Flow$54.2M$54.2M$30.3M$30.6M$20.0M$36.0M$23.3M$13.2M$1.3M$10.0M$7.6M$6.0M—$-2.1M$-2.1M$111810.00$-815431.00
Returns
ROE3.7%3.7%1.5%3.9%2.2%4.1%5.9%-0.7%-12.4%22.9%5.0%8.3%-22.1%-28.3%-57.8%-0.7%-68.1%
Valuation
P/E52.5652.56120.2963.76149.86————————————
EV/EBITDA22.7922.7918.0115.2121.56————————————
P/B3.493.491.862.452.81————————————
Growth & Yield
Revenue Growth4.4%4.4%-0.3%19.2%—18.2%19.8%33.1%40.0%30.8%36.8%32.5%29.4%62.8%-11.4%100.6%—
EPS Growth171.4%171.4%-58.8%142.9%—0.0%1000.0%93.9%-182.5%566.7%-25.0%147.1%34.6%16.1%-3000.0%——

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

102.8%

muy exigente

EPS terminal req.

$1.59

Spread vs growth

68.6%

5Y implied EPS CAGR

58.8%

muy exigente

EPS terminal req.

$1.92

Spread vs growth

112.6%

10Y implied EPS CAGR

32.2%

muy exigente

EPS terminal req.

$3.09

Spread vs growth

139.3%

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 +90.3%

Total return

+90.3%

Start / end P/E

134.1x → 94.1x

EPS bridge

0.07 → 0.19

Residual

-51.2%

EPS growth+171.4%
Multiple rerating-29.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.2%

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.