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NVPT.TA$12720.00-3.56%
Fair $12720.00+0.0%

NVPT.TA

Navitas Petroleum, Limited Partnership

Energy / Oil & Gas E&PTel Aviv

$12720.00

-470.00 (-3.56%)

Fairly Valued+0.0%Fair Value $12720.00Fund rank 22/100 · Data gapFallback financials|
SA 55/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-303.8M · quality 46.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

55/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · NVPT.TALocal privado en este navegador · Navitas Petroleum, Limited Partnership
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

$15.1B

P/E

32.8x

↑

EV/EBITDA

16263.6x

↑

ROE

17.4%

↑

Gross Margin

40.7%

↑

Debt/Equity

1.68

↑
52-Week Range$12720
$73$13830

TradingView lightweight chart

NVPT.TA price, volumen y niveles de valoración

Último $12,720Periodo +183158.9%
Fair value: $12,720

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+57.5%

FCF CAGR

—

FCF margin

-74.3%

FCF / Net income

-2.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $466.6M · net income $167.8M · FCF $-346.8M

2022-FY → 2025-FY

Gross margin

40.7%-20.1% pts

Operating margin

35.0%-13.8% pts

Net margin

36.0%-4.9% pts

FCF margin

-74.3%+163.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$466.6M$466.6M$98.3M$118.5M$119.3M
Net Income$167.8M$167.8M$1.4M$14.7M$48.8M
EBITDA$90.3M$90.3M$-14.1M$27.7M$97.8M
EPS1.461.460.010.160.52
Gross Margin40.7%40.7%37.5%40.5%60.8%
Operating Margin35.0%35.0%16.9%22.3%48.9%
Net Margin36.0%36.0%1.4%12.4%40.9%
Balance Sheet
Debt/Equity1.681.682.542.161.55
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$-346.8M$-346.8M$-303.8M$-221.7M$-283.7M
Returns
ROE17.4%17.4%0.4%4.7%16.8%
Valuation
P/E32.7832.785746.43202.8833.69
EV/EBITDA16263.6316263.63—128.5520.76
P/B1517.771517.7721.019.555.65
Growth & Yield
Revenue Growth374.7%374.7%-17.1%-0.7%—
EPS Growth10292.9%10292.9%-91.0%-70.0%—
Dividend Yield2.9%2.9%———

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

818.8%

muy exigente

EPS terminal req.

$1128.69

Spread vs growth

9474.0%

5Y implied EPS CAGR

293.1%

muy exigente

EPS terminal req.

$1365.71

Spread vs growth

9999.8%

10Y implied EPS CAGR

107.9%

muy exigente

EPS terminal req.

$2199.49

Spread vs growth

10184.9%

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 +14420.2%

Total return

+14420.2%

Start / end P/E

6258.6x → 8742.3x

EPS bridge

0.01 → 1.46

Residual

+4084.7%

EPS growth+10292.9%
Multiple rerating+39.7%
Dividend+2.9%
Residual / FX / buybacks / cross-term+4084.7%

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.