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ONIT$33.70-2.43%
Fair $33.70+0.0%

ONIT

Onity Group Inc.

Financial Services / Mortgage FinanceNYSE

$33.70

-0.84 (-2.43%)

Fairly Valued+0.0%Fair Value $33.70Fund rank 17/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 27.0/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

31/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 24.17, above the 2.0 threshold
Thesis & Journal · ONITLocal privado en este navegador · Onity Group 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

$284M

P/E

1.7x

↓

EV/EBITDA

64.4x

↑

ROE

30.2%

↑

Gross Margin

48.4%

↓

Debt/Equity

24.17

↑
52-Week Range$34
$33$54

TradingView lightweight chart

ONIT price, volumen y niveles de valoración

Último $33.70Periodo -35.1%
Fair value: $33.70

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+7.5%

FCF CAGR

—

FCF margin

-93.5%

FCF / Net income

-5.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.20B · net income $189.5M · FCF $-1.12B

2009-FY → 2025-FY

Gross margin

48.4%— pts

Operating margin

19.3%-18.8% pts

Net margin

15.8%+15.7% pts

FCF margin

-93.5%-146.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$1.20B$1.20B$1.07B$1.14B$999.5M$1.05B$960.9M$1.12B$1.06B$1.19B$1.39B$1.74B$2.11B$2.04B$845.2M$495.9M$360.4M$380.7M
Net Income$189.5M$189.5M$33.9M$-63.7M$25.7M$18.1M$-40.2M$-142.1M$-70.8M$-128.0M$-199.8M$-247.0M$-469.8M$310.4M$180.9M$78.3M$38.0M$297000.00
EBITDA$237.5M$237.5M$256.1M$238.8M$285.5M———————$98.0M$761.2M$487.0M$260.5M$131.4M$151.4M
EPS21.4621.464.13-8.342.851.93-4.59-15.86—-15.15-24.15-29.55-54.0031.9519.6510.655.40—
Gross Margin48.4%48.4%46.3%51.1%45.9%—————————————
Operating Margin19.3%19.3%23.2%19.8%27.1%———————3.6%36.2%56.9%51.7%34.4%38.1%
Net Margin15.8%15.8%3.2%-5.6%2.6%1.7%-4.2%-12.7%-6.7%-10.7%-14.4%-14.2%-22.3%15.2%21.4%15.8%10.5%0.1%
Balance Sheet
Debt/Equity24.1724.1735.1827.2122.90——————3.194.022.292.06———
Current Ratio3.193.19————————————————
Cash Flow
Free Cash Flow$-1.12B$-1.12B$-807.0M$-111.8M$-31.7M$-471.7M$256.9M$150.0M$263.6M$400.0M$387.7M$544.2M$341.1M$855.5M$1.80B$978.3M$723.7M$202.9M
Returns
ROE30.2%30.2%7.7%-15.9%5.6%———-12.8%-23.5%-30.6%-29.0%-45.2%17.1%11.2%5.8%4.2%—
Valuation
P/E1.711.717.30—11.31—————————————
EV/EBITDA64.3764.3761.1045.9036.92—————————————
P/B0.460.460.560.580.63—————————————
Growth & Yield
Revenue Growth12.4%12.4%-6.6%14.5%—9.3%-14.5%5.7%-11.0%-13.9%-20.3%-17.5%3.6%141.2%70.4%37.6%-5.3%—
EPS Growth419.6%419.6%149.5%-392.6%—142.0%71.1%——37.3%18.3%45.3%-269.0%62.6%84.5%97.2%——

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

-48.2%

fácil

EPS terminal req.

$2.99

Spread vs growth

467.8%

5Y implied EPS CAGR

-30.0%

fácil

EPS terminal req.

$3.62

Spread vs growth

449.6%

10Y implied EPS CAGR

-12.2%

fácil

EPS terminal req.

$5.83

Spread vs growth

431.8%

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 -9.1%

Total return

-9.1%

Start / end P/E

9.0x → 1.6x

EPS bridge

4.13 → 21.46

Residual

-346.2%

EPS growth+419.6%
Multiple rerating-82.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-346.2%

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.