StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
OMER.MI$3.49+5.76%
Fair $3.49+0.0%

OMER.MI

OMER S.p.A.

Industrials / Tools & AccessoriesMilan

$3.49

+0.19 (+5.76%)

Fairly Valued+0.0%Fair Value $3.49Fund rank 29/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 22%

FCF escenarios

weak_data · normalized FCF $8.4M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

5/9

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 · OMER.MILocal privado en este navegador · OMER S.p.A.
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

$100M

P/E

10.0x

↓

EV/EBITDA

4.5x

↓

ROE

13.9%

↑

Gross Margin

66.1%

↑

Debt/Equity

0.04

↓
52-Week Range$3
$3$5

TradingView lightweight chart

OMER.MI price, volumen y niveles de valoración

Último $3.490Periodo +2.6%
Fair value: $3.490

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

+15.2%

FCF CAGR

—

FCF margin

9.4%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $89.3M · net income $10.1M · FCF $8.4M

2022-FY → 2025-FY

Gross margin

66.1%+1.3% pts

Operating margin

17.2%-3.3% pts

Net margin

11.3%-3.0% pts

FCF margin

9.4%+25.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$89.3M$89.3M$79.4M$67.8M$58.4M
Net Income$10.1M$10.1M$11.1M$8.4M$8.3M
EBITDA$17.6M$17.6M$19.1M$15.0M$13.8M
EPS0.350.350.390.290.29
Gross Margin66.1%66.1%66.1%62.0%64.8%
Operating Margin17.2%17.2%19.9%19.0%20.5%
Net Margin11.3%11.3%14.0%12.4%14.3%
Balance Sheet
Debt/Equity0.040.040.060.050.09
Current Ratio4.354.35———
Cash Flow
Free Cash Flow$8.4M$8.4M$2.3M$11.6M$-9.3M
Returns
ROE13.9%13.9%17.2%15.2%17.2%
Valuation
P/E9.979.9710.7510.199.29
EV/EBITDA4.484.485.484.714.91
P/B1.371.371.851.551.59
Growth & Yield
Revenue Growth12.5%12.5%17.2%16.0%—
EPS Growth-9.2%-9.2%32.5%1.2%—
Dividend Yield4.9%4.9%———

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

-4.3%

fácil

EPS terminal req.

$0.31

Spread vs growth

-5.0%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$0.37

Spread vs growth

-10.4%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$0.60

Spread vs growth

-14.7%

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 -25.6%

Total return

-25.6%

Start / end P/E

12.9x → 9.9x

EPS bridge

0.39 → 0.35

Residual

+2.2%

EPS growth-9.2%
Multiple rerating-23.4%
Dividend+4.9%
Residual / FX / buybacks / cross-term+2.2%

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.