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OPAL.TA$301.90-2.52%
Fair $301.90+0.0%

OPAL.TA

Opal Balance Investments Ltd

Financial Services / Capital MarketsTel Aviv

$301.90

-7.80 (-2.52%)

Fairly Valued+0.0%Fair Value $301.90Fund rank 22/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9

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 58.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

35/100

D

Piotroski

2/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · OPAL.TALocal privado en este navegador · Opal Balance Investments Ltd
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

$316M

P/E

7.4x

↓

EV/EBITDA

437.8x

↑

ROE

16.7%

↑

Gross Margin

88.3%

↑

Debt/Equity

1.45

↑
52-Week Range$302
$206$418

TradingView lightweight chart

OPAL.TA price, volumen y niveles de valoración

Último $301.90Periodo -99.9%
Fair value: $301.90

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

+4.2%

FCF CAGR

—

FCF margin

-41.4%

FCF / Net income

-1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $101.9M · net income $40.4M · FCF $-42.2M

2022-FY → 2025-FY

Gross margin

88.3%-0.5% pts

Operating margin

71.7%+16.7% pts

Net margin

39.6%+7.4% pts

FCF margin

-41.4%-43.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$101.9M$101.9M$83.0M$92.3M$90.1M
Net Income$40.4M$40.4M$30.9M$26.4M$29.0M
EBITDA$72.9M$72.9M$55.2M$52.7M$51.2M
EPS——0.290.250.28
Gross Margin88.3%88.3%87.8%89.1%88.8%
Operating Margin71.7%71.7%65.6%57.5%55.1%
Net Margin39.6%39.6%37.2%28.6%32.2%
Balance Sheet
Debt/Equity1.451.450.920.741.55
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$-42.2M$-42.2M$12.2M$13.1M$1.9M
Returns
ROE16.7%16.7%14.0%12.5%14.8%
Valuation
P/E7.367.36832.54565.08705.78
EV/EBITDA437.76437.76468.56285.15405.08
P/B130.89130.89116.4770.79104.53
Growth & Yield
Revenue Growth22.8%22.8%-10.1%2.5%—
EPS Growth——17.1%-9.0%—
Dividend Yield6.4%6.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +43.3%

Total return

+43.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.29 → n/d

Residual

+36.9%

EPS growthn/d
Multiple reratingn/d
Dividend+6.4%
Residual / FX / buybacks / cross-term+36.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.