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NATH$100.81-0.09%
Fair $100.81+0.0%

NATH

Nathan's Famous, Inc.

Consumer Cyclical / RestaurantsNasdaqGS

$100.81

-0.09 (-0.09%)

Fairly Valued+0.0%Fair Value $100.81Fund rank 39/100 · Data gapFallback financials|
SA 51/C
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.7M · quality 85.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

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 -1.5%, below the 5% threshold
Thesis & Journal · NATHLocal privado en este navegador · Nathan's Famous, 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

$413M

P/E

19.4x

↑

EV/EBITDA

11.7x

↑

ROE

-145.5%

↓

Gross Margin

35.1%

↑

Debt/Equity

-3.39

↓
52-Week Range$101
$89$119

TradingView lightweight chart

NATH price, volumen y niveles de valoración

Último $100.81Periodo +3125.9%
Fair value: $100.81

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

+7.4%

FCF CAGR

+11.3%

FCF margin

16.9%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $148.2M · net income $24.0M · FCF $25.0M

2010-FY → 2025-FY

Gross margin

35.1%— pts

Operating margin

24.6%— pts

Net margin

16.2%+5.3% pts

FCF margin

16.9%+7.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$148.2M$148.2M$138.6M$130.8M$114.9M$75.8M$103.3M$101.8M$104.2M$96.3M$100.4M$99.1M$79.8M$71.1M$66.2M$57.3M$50.9M
Net Income$24.0M$24.0M$19.6M$19.6M$13.6M$11.1M$13.4M$21.5M$2.6M$7.5M$6.1M$11.7M$8.3M$7.5M$6.2M$2.2M$5.6M
EBITDA$37.8M$37.8M$33.9M$35.7M$29.7M$26.7M$28.4M$29.2M$28.5M$27.6M$26.2M$21.2M$12.1M$13.1M———
EPS5.875.874.804.803.302.693.195.090.621.781.372.551.811.631.220.400.97
Gross Margin35.1%35.1%35.5%38.0%38.4%————————————
Operating Margin24.6%24.6%23.5%26.3%26.0%33.6%26.3%27.5%26.0%27.3%24.9%20.1%13.7%17.1%———
Net Margin16.2%16.2%14.2%15.0%11.8%14.6%13.0%21.1%2.5%7.8%6.1%11.8%10.4%10.5%9.3%3.9%10.9%
Balance Sheet
Debt/Equity-3.39-3.39-2.02-1.94-2.12-2.35-2.20-2.07-1.71-1.98-1.80-2.16—————
Current Ratio2.732.73———————————————
Cash Flow
Free Cash Flow$25.0M$25.0M$19.7M$19.2M$15.8M$11.2M$11.5M$10.7M$18.3M$9.3M$11.4M$11.7M$-1.5M$8.5M$8.3M$6.0M$5.0M
Returns
ROE-145.5%-145.5%-59.6%-44.0%-24.7%-17.7%-20.2%-30.6%-3.1%-11.3%-8.4%-19.5%19.0%21.9%21.4%5.8%12.6%
Valuation
P/E19.3919.3914.1515.7315.49————————————
EV/EBITDA11.6611.669.5110.239.31————————————
Growth & Yield
Revenue Growth6.9%6.9%6.0%13.8%—-26.6%1.4%-2.3%8.3%-4.2%1.3%24.3%12.2%7.3%15.7%12.5%—
EPS Growth22.3%22.3%0.0%45.5%—-15.7%-37.3%721.0%-65.2%29.9%-46.3%40.9%11.0%33.6%205.0%-58.8%—
Dividend Yield2.0%2.0%———————————————

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

15.1%

exigente

EPS terminal req.

$8.95

Spread vs growth

7.2%

5Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$10.82

Spread vs growth

9.3%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$17.43

Spread vs growth

10.8%

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 -3.8%

Total return

-3.8%

Start / end P/E

22.3x → 17.2x

EPS bridge

4.80 → 5.87

Residual

-5.1%

EPS growth+22.3%
Multiple rerating-22.9%
Dividend+2.0%
Residual / FX / buybacks / cross-term-5.1%

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.