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v0.1
NCSM$46.51+9.75%
Fair $46.51+0.0%

NCSM

NCS Multistage Holdings, Inc.

Energy / Oil & Gas Equipment & ServicesNasdaqCM

$46.51

+4.13 (+9.75%)

Fairly Valued+0.0%Fair Value $46.51Fund rank 31/100 · Data gapFallback financials|
SA 69/B
F-Score: 5/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.3M · quality 59.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

69/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 11Warnings: 0unknown: 11
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · NCSMLocal privado en este navegador · NCS Multistage Holdings, 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

$122M

P/E

6.6x

↓

EV/EBITDA

4.5x

↓

ROE

18.8%

↑

Gross Margin

37.9%

↑

Debt/Equity

0.10

↓
52-Week Range$47
$29$87

TradingView lightweight chart

NCSM price, volumen y niveles de valoración

Último $46.51Periodo -88.4%
Fair value: $46.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

+4.9%

FCF CAGR

+19.6%

FCF margin

11.4%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $183.6M · net income $23.7M · FCF $20.9M

2015-FY → 2025-FY

Gross margin

37.9%— pts

Operating margin

5.8%+10.9% pts

Net margin

12.9%-11.6% pts

FCF margin

11.4%+8.3% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$183.6M$183.6M$162.6M$142.5M$155.6M$118.5M$107.0M$205.5M$227.0M$201.6M$98.5M$114.0M
Net Income$23.7M$23.7M$6.6M$-3.2M$-1.1M$-4.7M$-57.6M$-32.8M$-190.3M$2.1M$-17.9M$28.0M
EBITDA$23.0M$23.0M$14.0M$1.9M$4.7M$-619000.00$-65.5M$945000.00$-188.8M$32.6M$7.6M$21.5M
EPS8.658.652.55-1.27-0.45-1.98-24.37-14.08-85.001.00-10.6017.20
Gross Margin37.9%37.9%38.2%35.8%36.0%———————
Operating Margin5.8%5.8%2.7%-3.9%-1.4%-4.3%-66.8%-4.6%-91.1%2.5%-18.3%-5.1%
Net Margin12.9%12.9%4.1%-2.2%-0.7%-4.0%-53.8%-16.0%-83.9%1.0%-18.2%24.6%
Balance Sheet
Debt/Equity0.100.100.150.150.140.070.050.080.150.060.50—
Current Ratio5.355.35——————————
Cash Flow
Free Cash Flow$20.9M$20.9M$11.3M$2.6M$-2.6M$11.1M$33.0M$11.8M$2.9M$10.7M$9.5M$3.5M
Returns
ROE18.8%18.8%6.7%-3.4%-1.2%-5.1%-61.5%-22.7%-118.0%0.6%-10.1%—
Valuation
P/E6.646.6411.37—————————
EV/EBITDA4.534.534.5721.1311.50———————
P/B1.011.010.760.460.63———————
Growth & Yield
Revenue Growth13.0%13.0%14.1%-8.5%—10.8%-47.9%-9.5%12.6%104.7%-13.6%—
EPS Growth239.2%239.2%300.8%-182.2%—91.9%-73.1%83.4%-8600.0%109.4%-161.6%—

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

-21.9%

fácil

EPS terminal req.

$4.13

Spread vs growth

261.1%

5Y implied EPS CAGR

-10.4%

fácil

EPS terminal req.

$4.99

Spread vs growth

249.6%

10Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$8.04

Spread vs growth

239.9%

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 +59.0%

Total return

+59.0%

Start / end P/E

11.5x → 5.4x

EPS bridge

2.55 → 8.65

Residual

-127.1%

EPS growth+239.2%
Multiple rerating-53.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-127.1%

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.