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v0.1
OGN.V$3.43-3.92%
Fair $3.43+0.0%

OGN.V

Orogen Royalties Inc.

Basic Materials / GoldTSXV

$3.43

-0.14 (-3.92%)

Fairly Valued+0.0%Fair Value $3.43Fund rank 30/100 · Data gapFallback financials|
SA 56/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.4M · quality 52.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

56/100

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 · OGN.VLocal privado en este navegador · Orogen Royalties 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

$204M

P/E

18.1x

↑

EV/EBITDA

15.0x

↑

ROE

15.0%

↑

Gross Margin

99.4%

↑

Debt/Equity

0.01

↓
52-Week Range$3
$1$4

TradingView lightweight chart

OGN.V price, volumen y niveles de valoración

Último $3.430Periodo +328.6%
Fair value: $3.430

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

+39.8%

FCF CAGR

+20.5%

FCF margin

10.8%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.6M · net income $4.6M · FCF $1.4M

2022-FY → 2025-FY

Gross margin

99.4%+2.2% pts

Operating margin

50.0%+27.1% pts

Net margin

36.1%+17.9% pts

FCF margin

10.8%-6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.6M$12.6M$9.3M$7.8M$4.6M
Net Income$4.6M$4.6M$2.6M$3.0M$840178.00
EBITDA$6.4M$6.4M$4.4M$3.1M$1.2M
EPS0.150.150.050.040.02
Gross Margin99.4%99.4%99.1%98.8%97.2%
Operating Margin50.0%50.0%46.3%38.9%22.9%
Net Margin36.1%36.1%27.7%38.9%18.2%
Balance Sheet
Debt/Equity0.010.010.010.000.00
Current Ratio19.8519.85———
Cash Flow
Free Cash Flow$1.4M$1.4M$3.1M$-498600.00$779422.00
Returns
ROE15.0%15.0%8.2%4.9%1.6%
Valuation
P/E18.0518.0523.9614.3928.93
EV/EBITDA15.0315.0310.917.4917.57
P/B3.423.421.970.480.47
Growth & Yield
Revenue Growth35.2%35.2%19.4%69.2%—
EPS Growth191.7%191.7%28.5%147.5%—

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

26.6%

muy exigente

EPS terminal req.

$0.30

Spread vs growth

165.1%

5Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$0.37

Spread vs growth

172.1%

10Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$0.59

Spread vs growth

177.0%

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 +107.3%

Total return

+107.3%

Start / end P/E

32.2x → 22.9x

EPS bridge

0.05 → 0.15

Residual

-55.5%

EPS growth+191.7%
Multiple rerating-28.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-55.5%

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.