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OPCE.TA$11950.00-5.06%
Fair $11950.00+0.0%

OPCE.TA

OPC Energy Ltd.

Utilities / Utilities - Independent Power ProducersTel Aviv

$11950.00

-660.00 (-5.06%)

Fairly Valued+0.0%Fair Value $11950.00Fund rank 21/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-135.5M · quality 33.7/100

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

57/100

C

Piotroski

6/9

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 · OPCE.TALocal privado en este navegador · OPC Energy 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

$37.0B

P/E

114.9x

↑

EV/EBITDA

9817.9x

↑

ROE

5.3%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.88

↑
52-Week Range$11950
$2950$13690

TradingView lightweight chart

OPCE.TA price, volumen y niveles de valoración

Último $12,380Periodo +910.3%
Fair value: $11,950

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

+20.0%

FCF CAGR

—

FCF margin

20.0%

FCF / Net income

1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $944.6M · net income $108.9M · FCF $189.1M

2022-FY → 2025-FY

Gross margin

16.9%-0.3% pts

Operating margin

4.3%+2.0% pts

Net margin

11.5%+2.9% pts

FCF margin

20.0%+58.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$944.6M$944.6M$760.8M$672.2M$546.8M
Net Income$108.9M$108.9M$30.4M$37.9M$47.4M
EBITDA$335.1M$335.1M$277.0M$218.6M$195.2M
EPS0.400.400.130.170.22
Gross Margin16.9%16.9%19.1%17.1%17.2%
Operating Margin4.3%4.3%8.0%6.5%2.2%
Net Margin11.5%11.5%4.0%5.6%8.7%
Balance Sheet
Debt/Equity0.880.880.981.501.20
Current Ratio4.014.01———
Cash Flow
Free Cash Flow$189.1M$189.1M$-135.5M$-191.8M$-208.6M
Returns
ROE5.3%5.3%2.3%3.7%4.8%
Valuation
P/E114.90114.9024180.1015365.9816348.69
EV/EBITDA9817.939817.932627.842623.703952.55
P/B1615.661615.66558.85564.69774.45
Growth & Yield
Revenue Growth24.2%24.2%13.2%22.9%—
EPS Growth214.8%214.8%-24.1%-26.0%—

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

1288.1%

muy exigente

EPS terminal req.

$1060.36

Spread vs growth

-1073.2%

5Y implied EPS CAGR

403.5%

muy exigente

EPS terminal req.

$1283.04

Spread vs growth

-188.7%

10Y implied EPS CAGR

135.3%

muy exigente

EPS terminal req.

$2066.35

Spread vs growth

79.5%

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 +273.3%

Total return

+273.3%

Start / end P/E

26332.1x → 31224.6x

EPS bridge

0.13 → 0.40

Residual

+39.9%

EPS growth+214.8%
Multiple rerating+18.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+39.9%

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.