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v0.1
OLTH.AT$37.40-0.27%
Fair $37.40+0.0%

OLTH.AT

Thessaloniki Port Authority Societe Anonyme

Industrials / Marine ShippingAthens

$37.40

-0.10 (-0.27%)

Fairly Valued+0.0%Fair Value $37.40Fund rank 35/100 · Data gapFallback financials|
SA 55/C
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.0M · quality 70.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · OLTH.ATLocal privado en este navegador · Thessaloniki Port Authority Societe Anonyme
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

$377M

P/E

12.2x

↓

EV/EBITDA

6.9x

↓

ROE

14.8%

↑

Gross Margin

46.9%

↑

Debt/Equity

0.23

↓
52-Week Range$37
$30$40

TradingView lightweight chart

OLTH.AT price, volumen y niveles de valoración

Último $37.00Periodo +469.2%
Fair value: $37.40

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

+8.0%

FCF CAGR

+57.8%

FCF margin

21.4%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $107.4M · net income $30.8M · FCF $23.0M

2022-FY → 2025-FY

Gross margin

46.9%+3.7% pts

Operating margin

37.2%+7.7% pts

Net margin

28.7%+6.9% pts

FCF margin

21.4%+14.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$107.4M$107.4M$100.7M$85.9M$85.3M
Net Income$30.8M$30.8M$28.0M$20.3M$18.6M
EBITDA$50.5M$50.5M$45.7M$35.7M$32.9M
EPS3.063.062.782.011.84
Gross Margin46.9%46.9%46.8%43.7%43.2%
Operating Margin37.2%37.2%34.2%30.1%29.4%
Net Margin28.7%28.7%27.8%23.6%21.8%
Balance Sheet
Debt/Equity0.230.230.240.260.27
Current Ratio6.016.01———
Cash Flow
Free Cash Flow$23.0M$23.0M$30.4M$14.1M$5.8M
Returns
ROE14.8%14.8%14.2%11.1%10.5%
Valuation
P/E12.2212.227.9111.4412.99
EV/EBITDA6.876.874.885.175.91
P/B1.811.811.121.271.36
Growth & Yield
Revenue Growth6.7%6.7%17.2%0.7%—
EPS Growth10.1%10.1%38.3%9.2%—
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

2.7%

fácil

EPS terminal req.

$3.32

Spread vs growth

7.3%

5Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$4.02

Spread vs growth

4.5%

10Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$6.47

Spread vs growth

2.3%

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 +18.8%

Total return

+18.8%

Start / end P/E

11.8x → 12.1x

EPS bridge

2.78 → 3.06

Residual

+0.3%

EPS growth+10.1%
Multiple rerating+2.5%
Dividend+5.9%
Residual / FX / buybacks / cross-term+0.3%

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.