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NAE.PA$52.25-0.57%
Fair $52.25+0.0%

NAE.PA

North Atlantic Energies

Energy / Oil & Gas Refining & MarketingParis

$52.25

-0.30 (-0.57%)

Fairly Valued+0.0%Fair Value $52.25Fund rank 31/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9
Declining RevenueMargin 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 20%

FCF escenarios

weak_data · normalized FCF $649.1M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

51/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 4.7%, below the 5% threshold
Thesis & Journal · NAE.PALocal privado en este navegador · North Atlantic Energies
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

$672M

P/E

6.3x

↓

EV/EBITDA

-4.0x

↓

ROE

4.7%

↑

Gross Margin

2.1%

↓

Debt/Equity

0.01

↓
52-Week Range$52
$38$157

TradingView lightweight chart

NAE.PA price, volumen y niveles de valoración

Último $52.25Periodo -30.4%
Fair value: $52.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+5.5%

FCF CAGR

+13.8%

FCF margin

3.6%

FCF / Net income

6.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.94B · net income $106.5M · FCF $649.1M

2021-FY → 2024-FY

Gross margin

2.1%-5.1% pts

Operating margin

-0.4%-5.5% pts

Net margin

0.6%-3.2% pts

FCF margin

3.6%+0.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$17.94B$17.94B$19.24B$24.94B$15.28B
Net Income$106.5M$106.5M$676.5M$719.2M$572.9M
EBITDA$204.4M$204.4M$787.1M$1.09B$770.9M
EPS8.328.3252.6355.9544.57
Gross Margin2.1%2.1%6.0%6.3%7.2%
Operating Margin-0.4%-0.4%3.6%4.0%5.1%
Net Margin0.6%0.6%3.5%2.9%3.7%
Balance Sheet
Debt/Equity0.010.010.020.440.05
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$649.1M$649.1M$1.85B$-1.09B$441.0M
Returns
ROE4.7%4.7%28.9%40.5%70.4%
Valuation
P/E6.286.281.020.820.32
EV/EBITDA-3.95-3.95-0.401.25-0.24
P/B0.300.300.290.330.22
Growth & Yield
Revenue Growth-6.7%-6.7%-22.8%63.2%—
EPS Growth-84.2%-84.2%-5.9%25.5%—
Dividend Yield5.7%5.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-17.7%

fácil

EPS terminal req.

$4.64

Spread vs growth

-66.5%

5Y implied EPS CAGR

-7.6%

fácil

EPS terminal req.

$5.61

Spread vs growth

-76.6%

10Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$9.03

Spread vs growth

-85.0%

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 -57.5%

Total return

-57.5%

Start / end P/E

2.7x → 6.3x

EPS bridge

52.63 → 8.32

Residual

-111.8%

EPS growth-84.2%
Multiple rerating+132.8%
Dividend+5.7%
Residual / FX / buybacks / cross-term-111.8%

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.