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NPKI$14.31-1.45%
Fair $14.31+0.0%

NPKI

NPK International Inc.

Energy / Oil & Gas Equipment & ServicesNYSE

$14.31

-0.21 (-1.45%)

Fairly Valued+0.0%Fair Value $14.31Fund rank 29/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9

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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $26.3M · quality 53.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

45/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
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.
Thesis & Journal · NPKILocal privado en este navegador · NPK International 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

$1.2B

P/E

34.1x

↑

EV/EBITDA

17.1x

↑

ROE

11.1%

↑

Gross Margin

36.4%

↑

Debt/Equity

0.08

↓
52-Week Range$14
$8$17

TradingView lightweight chart

NPKI price, volumen y niveles de valoración

Último $14.31Periodo +160.2%
Fair value: $14.31

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

-3.5%

FCF CAGR

-6.0%

FCF margin

9.5%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $277.0M · net income $38.9M · FCF $26.3M

2009-FY → 2025-FY

Gross margin

36.4%— pts

Operating margin

16.9%+20.0% pts

Net margin

14.1%+18.3% pts

FCF margin

9.5%-4.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$277.0M$277.0M$217.5M$207.6M$193.0M$614.8M$492.6M$820.1M$946.5M$747.8M$471.5M$676.9M$1.12B$1.04B$984.0M$909.4M$716.0M$490.3M
Net Income$38.9M$38.9M$-150.3M$14.5M$-20.8M$-25.5M$-80.7M$-12.9M$32.3M$-6.1M$-40.7M$-90.8M$102.3M$65.3M$60.0M$80.0M$41.6M$-20.6M
EBITDA$73.2M$73.2M$59.0M$55.2M$43.9M$33.4M$-33.3M$57.5M$109.5M$71.2M$-19.3M$-55.2M$172.6M$138.6M$125.1M$149.8M$105.0M$12.8M
EPS0.460.46-1.750.16-0.22-0.28-0.89-0.140.35-0.07-0.49-1.101.070.690.620.800.46-0.23
Gross Margin36.4%36.4%35.5%34.9%31.1%—————————————
Operating Margin16.9%16.9%14.9%11.0%7.5%-1.4%-16.0%1.3%6.7%4.2%-12.1%-14.6%11.7%9.1%9.4%13.3%10.9%-3.1%
Net Margin14.1%14.1%-69.1%7.0%-10.8%-4.2%-16.4%-1.6%3.4%-0.8%-8.6%-13.4%9.1%6.3%6.1%8.8%5.8%-4.2%
Balance Sheet
Debt/Equity0.080.080.060.180.320.210.040.280.280.290.150.330.270.300.500.380.41—
Current Ratio1.581.58————————————————
Cash Flow
Free Cash Flow$26.3M$26.3M$-5.4M$70.8M$-53.3M$-24.8M$40.0M$27.5M$18.3M$7.0M$-27.3M$52.1M$-17.8M$84.0M$66.3M$-50.5M$19.3M$70.3M
Returns
ROE11.1%11.1%-46.0%3.5%-4.9%-5.5%-16.5%-2.4%5.7%-1.1%-8.1%-17.5%16.4%11.2%11.7%16.1%10.0%-5.6%
Valuation
P/E34.0734.07—39.94——————————————
EV/EBITDA17.0517.0511.4811.5312.18—————————————
P/B3.493.492.071.361.00—————————————
Growth & Yield
Revenue Growth27.4%27.4%4.7%7.6%—24.8%-39.9%-13.4%26.6%58.6%-30.3%-39.5%7.3%5.9%8.2%27.0%46.0%—
EPS Growth126.3%126.3%-1193.8%172.7%—68.5%-535.7%-140.0%600.0%85.7%55.5%-202.8%55.1%11.3%-22.5%73.9%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

40.3%

muy exigente

EPS terminal req.

$1.27

Spread vs growth

86.0%

5Y implied EPS CAGR

27.3%

muy exigente

EPS terminal req.

$1.54

Spread vs growth

99.0%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$2.47

Spread vs growth

108.0%

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 +76.9%

Total return

+76.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.75 → 0.46

Residual

+76.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+76.9%

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.