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OEL.F$236.00+2.61%
Fair $236.00+0.0%

OEL.F

ADM Hamburg Aktiengesellschaft

Consumer Defensive / Packaged FoodsFrankfurt

$236.00

+6.00 (+2.61%)

Fairly Valued+0.0%Fair Value $236.00Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9
Declining RevenueLow 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 17%

FCF escenarios

weak_data · normalized FCF $-12.5M · quality 42.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

49/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
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. Revenue has declined for 2 consecutive years ROE is 0.5%, below the 5% threshold
Thesis & Journal · OEL.FLocal privado en este navegador · ADM Hamburg Aktiengesellschaft
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

$177M

P/E

42.8x

↑

EV/EBITDA

7.1x

↓

ROE

0.5%

↓

Gross Margin

29.1%

↑

Debt/Equity

0.41

↑
52-Week Range$236
$218$268

TradingView lightweight chart

OEL.F price, volumen y niveles de valoración

Último $236.00Periodo +69.8%
Fair value: $236.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-0.3%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-43.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $430.1M · net income $254977.9 · FCF $-11.0M

2021-FY → 2024-FY

Gross margin

29.1%+7.2% pts

Operating margin

2.6%+1.9% pts

Net margin

0.1%+0.1% pts

FCF margin

-2.6%-3.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$430.1M$430.1M$502.7M$534.2M$434.0M
Net Income$254977.85$254977.85$59311.68$-695429.85$-24435.44
EBITDA$27.6M$27.6M$27.8M$28.7M$14.5M
EPS0.340.340.08-0.93-0.03
Gross Margin29.1%29.1%23.7%21.9%21.9%
Operating Margin2.6%2.6%2.5%3.1%0.8%
Net Margin0.1%0.1%0.0%-0.1%-0.0%
Balance Sheet
Debt/Equity0.410.41———
Current Ratio2.562.56———
Cash Flow
Free Cash Flow$-11.0M$-11.0M$-12.5M$-12.9M$5.1M
Returns
ROE0.5%0.5%0.1%-1.4%-0.0%
Valuation
P/E42.7542.753484.45——
EV/EBITDA7.157.157.437.8316.47
P/B3.513.514.124.494.72
Growth & Yield
Revenue Growth-14.4%-14.4%-5.9%23.1%—
EPS Growth329.9%329.9%108.5%-2746.0%—
Dividend Yield5.9%5.9%———

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

294.7%

muy exigente

EPS terminal req.

$20.94

Spread vs growth

35.2%

5Y implied EPS CAGR

136.8%

muy exigente

EPS terminal req.

$25.34

Spread vs growth

193.1%

10Y implied EPS CAGR

61.4%

muy exigente

EPS terminal req.

$40.81

Spread vs growth

268.5%

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 +5.9%

Total return

+5.9%

Start / end P/E

2979.5x → 693.1x

EPS bridge

0.08 → 0.34

Residual

-253.2%

EPS growth+329.9%
Multiple rerating-76.7%
Dividend+5.9%
Residual / FX / buybacks / cross-term-253.2%

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.