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v0.1
OMSE$4.84+2.11%
Fair $4.84+0.0%

OMSE

OMSE

Energy / Oil & Gas Equipment & ServicesNasdaqCM

$4.84

+0.10 (+2.11%)

Fairly Valued+0.0%Fair Value $4.84Fund rank 38/100 · 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $32.8M · quality 81.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · OMSELocal privado en este navegador · OMSE
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

$205M

P/E

7.0x

↓

EV/EBITDA

2.2x

↓

ROE

34.8%

↑

Gross Margin

33.9%

↑

Debt/Equity

0.06

↓
52-Week Range$5
$3$9

TradingView lightweight chart

OMSE price, volumen y niveles de valoración

Último $4.840Periodo -35.6%
Fair value: $4.840

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

+53.1%

FCF CAGR

+56.9%

FCF margin

18.5%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $203.6M · net income $44.8M · FCF $37.6M

2022-FY → 2025-FY

Gross margin

33.9%+9.3% pts

Operating margin

29.4%+16.8% pts

Net margin

22.0%+7.1% pts

FCF margin

18.5%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$203.6M$203.6M$181.4M$97.5M$56.7M
Net Income$44.8M$44.8M$83.7M$11.6M$8.5M
EBITDA$64.7M$64.7M$92.8M$25.9M$13.3M
EPS1.061.061.970.270.20
Gross Margin33.9%33.9%29.1%28.8%24.6%
Operating Margin29.4%29.4%23.4%20.4%12.6%
Net Margin22.0%22.0%46.1%12.0%14.9%
Balance Sheet
Debt/Equity0.060.060.120.150.58
Current Ratio7.137.13———
Cash Flow
Free Cash Flow$37.6M$37.6M—$27.9M$9.7M
Returns
ROE34.8%34.8%108.7%35.9%116.3%
Valuation
P/E7.017.01———
EV/EBITDA2.162.16———
P/B1.591.59———
Growth & Yield
Revenue Growth12.2%12.2%86.2%71.8%—
EPS Growth-46.5%-46.5%618.9%37.6%—

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

-25.9%

fácil

EPS terminal req.

$0.43

Spread vs growth

-20.6%

5Y implied EPS CAGR

-13.2%

fácil

EPS terminal req.

$0.52

Spread vs growth

-33.3%

10Y implied EPS CAGR

-2.3%

fácil

EPS terminal req.

$0.84

Spread vs growth

-44.2%

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 -44.8%

Total return

-44.8%

Start / end P/E

4.4x → 4.6x

EPS bridge

1.97 → 1.06

Residual

-1.4%

EPS growth-46.5%
Multiple rerating+3.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.4%

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.