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NOL.BO$73.00+0.01%
Fair $73.00+0.0%

NOL.BO

National Oxygen Limited

Basic Materials / Specialty ChemicalsBSE

$73.00

+0.01 (+0.01%)

Fairly Valued+0.0%Fair Value $73.00Fund rank 24/100 · Data gapFallback financials|
SA 31/D
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 18%

FCF escenarios

weak_data · normalized FCF $-29.4M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

31/100

D

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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -30.1%, below the 5% threshold
Thesis & Journal · NOL.BOLocal privado en este navegador · National Oxygen Limited
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

$368M

P/E

20.1x

↑

EV/EBITDA

11.7x

↑

ROE

-30.1%

↓

Gross Margin

99.6%

↑

Debt/Equity

-4.69

↓
52-Week Range$73
$57$147

TradingView lightweight chart

NOL.BO price, volumen y niveles de valoración

Último $73.00Periodo +4609.7%
Fair value: $73.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-21.3%

FCF CAGR

—

FCF margin

-24.9%

FCF / Net income

-3.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $229.6M · net income $18.4M · FCF $-57.1M

2023-FY → 2026-FY

Gross margin

99.6%+3.6% pts

Operating margin

-24.5%-25.4% pts

Net margin

8.0%+9.7% pts

FCF margin

-24.9%-27.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$229.6M$229.6M$405.8M$452.6M$471.1M
Net Income$18.4M$18.4M$-70.0M$-32.3M$-7.9M
EBITDA$55.6M$55.6M$-21.9M$16.5M$40.0M
EPS3.643.64-13.90-6.60-1.65
Gross Margin99.6%99.6%99.9%97.0%96.0%
Operating Margin-24.5%-24.5%-14.0%-4.6%0.9%
Net Margin8.0%8.0%-17.3%-7.1%-1.7%
Balance Sheet
Debt/Equity-4.69-4.69-2.72-19.76-18.31
Current Ratio0.440.44———
Cash Flow
Free Cash Flow$-57.1M$-57.1M$-3.7M$-29.4M$13.7M
Returns
ROE-30.1%-30.1%87.4%323.4%84.9%
Valuation
P/E20.0520.05———
EV/EBITDA11.6711.67—49.2914.62
Growth & Yield
Revenue Growth-43.4%-43.4%-10.3%-3.9%—
EPS Growth126.2%126.2%-110.6%-300.0%—

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

21.2%

exigente

EPS terminal req.

$6.48

Spread vs growth

105.0%

5Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$7.84

Spread vs growth

109.6%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$12.62

Spread vs growth

112.9%

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 -34.1%

Total return

-34.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-13.90 → 3.64

Residual

-34.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.