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v0.1
OPAL$2.21-2.42%
Fair $2.21+0.0%

OPAL

OPAL Fuels Inc.

Utilities / Utilities - Regulated GasNasdaqCM

$2.21

-0.06 (-2.42%)

Fairly Valued+0.0%Fair Value $2.21Fund rank 27/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9
Low Profitability

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-75.6M · quality 63.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

39/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 1unknown: 5
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. ROE is -1.1%, below the 5% threshold
Thesis & Journal · OPALLocal privado en este navegador · OPAL Fuels 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

$387M

P/E

31.6x

↑

EV/EBITDA

11.4x

↑

ROE

-114.1%

↓

Gross Margin

30.4%

↑

Debt/Equity

-27.23

↓
52-Week Range$2
$2$4

TradingView lightweight chart

OPAL price, volumen y niveles de valoración

Último $2.215Periodo -77.4%
Fair value: $2.215

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+21.1%

FCF CAGR

—

FCF margin

-9.8%

FCF / Net income

-2.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $349.0M · net income $14.8M · FCF $-34.2M

2021-FY → 2025-FY

Gross margin

30.4%— pts

Operating margin

1.4%-5.4% pts

Net margin

4.2%+14.2% pts

FCF margin

-9.8%+33.9% pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$349.0M$349.0M$300.0M$256.1M$235.5M$162.0M
Net Income$14.8M$14.8M$11.0M$29.9M$11.3M$-16.2M
EBITDA$34.4M$34.4M$45.5M$150.7M$53.3M$21.7M
EPS0.150.150.020.690.120.00
Gross Margin30.4%30.4%33.4%28.2%30.9%—
Operating Margin1.4%1.4%3.3%0.6%0.8%6.8%
Net Margin4.2%4.2%3.7%11.7%4.8%-10.0%
Balance Sheet
Debt/Equity-27.23-27.23-2.00-0.44-0.229577.36
Current Ratio2.202.20————
Cash Flow
Free Cash Flow$-34.2M$-34.2M$-95.9M$-75.6M$-132.8M$-70.8M
Returns
ROE-114.1%-114.1%-7.4%-6.3%-1.4%-115676.2%
Valuation
P/E31.6431.64167.507.7158.58—
EV/EBITDA11.4011.408.042.116.05—
Growth & Yield
Revenue Growth16.3%16.3%17.1%8.7%——
EPS Growth650.0%650.0%-97.1%475.0%——

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

9.4%

razonable

EPS terminal req.

$0.20

Spread vs growth

640.6%

5Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$0.24

Spread vs growth

640.3%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$0.38

Spread vs growth

640.2%

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 -34.5%

Total return

-34.5%

Start / end P/E

169.0x → 14.8x

EPS bridge

0.02 → 0.15

Residual

-593.2%

EPS growth+650.0%
Multiple rerating-91.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-593.2%

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.