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OERL.SW$3.76+0.80%
Fair $3.76+0.0%

OERL.SW

OC Oerlikon Corporation AG

Industrials / Specialty Industrial MachinerySwiss

$3.76

+0.03 (+0.80%)

Fairly Valued+0.0%Fair Value $3.76Fund rank 30/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $104.0M · quality 54.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

24/100

D

Piotroski

3/9

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 3 consecutive years ROE is -2.1%, below the 5% threshold
Thesis & Journal · OERL.SWLocal privado en este navegador · OC Oerlikon Corporation AG
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

N/A

•

EV/EBITDA

13.6x

↑

ROE

-2.1%

↓

Gross Margin

27.9%

↑

Debt/Equity

1.71

↑
52-Week Range$4
$3$4

TradingView lightweight chart

OERL.SW price, volumen y niveles de valoración

Último $3.760Periodo -92.3%
Fair value: $3.760

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

-18.6%

FCF CAGR

+1.7%

FCF margin

6.6%

FCF / Net income

-5.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.57B · net income $-19.0M · FCF $104.0M

2022-FY → 2025-FY

Gross margin

27.9%+2.8% pts

Operating margin

1.1%-3.8% pts

Net margin

-1.2%-4.3% pts

FCF margin

6.6%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.57B$1.57B$1.64B$2.69B$2.91B
Net Income$-19.0M$-19.0M$66.0M$33.0M$89.0M
EBITDA$188.0M$188.0M$315.0M$335.0M$398.0M
EPS——0.200.100.27
Gross Margin27.9%27.9%31.3%24.2%25.2%
Operating Margin1.1%1.1%6.2%3.2%5.0%
Net Margin-1.2%-1.2%4.0%1.2%3.1%
Balance Sheet
Debt/Equity1.711.711.361.670.74
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$104.0M$104.0M$149.0M$49.0M$99.0M
Returns
ROE-2.1%-2.1%5.9%3.3%7.0%
Valuation
P/E——17.6937.2023.63
EV/EBITDA13.5713.577.217.096.43
P/B1.351.351.031.201.63
Growth & Yield
Revenue Growth-4.3%-4.3%-39.1%-7.4%—
EPS Growth——100.0%-63.0%—
Dividend Yield5.4%5.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +4.5%

Total return

+4.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.20 → n/d

Residual

-0.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term-0.9%

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.