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v0.1
OPFI$8.38-1.30%
Fair $8.38+0.0%

OPFI

OppFi Inc.

Financial Services / Credit ServicesNYSE

$8.38

-0.11 (-1.30%)

Fairly Valued+0.0%Fair Value $8.38Fund rank 32/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9
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 0.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 95/100Data 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

46/100

C

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: 7Warnings: 1unknown: 7
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 5.69, above the 2.0 threshold
Thesis & Journal · OPFILocal privado en este navegador · OppFi 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

$1.2B

P/E

4.1x

↓

EV/EBITDA

1.3x

↓

ROE

45.0%

↑

Gross Margin

83.2%

↑

Debt/Equity

5.69

↑
52-Week Range$8
$7$15

TradingView lightweight chart

OPFI price, volumen y niveles de valoración

Último $8.380Periodo -14.9%
Fair value: $8.380

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2025 · 6 años de histórico normalizado

Revenue CAGR

+31.6%

FCF CAGR

—

FCF margin

64.0%

FCF / Net income

14.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $597.0M · net income $26.3M · FCF $382.2M

2019-FY → 2025-FY

Gross margin

83.2%— pts

Operating margin

64.1%+35.3% pts

Net margin

4.4%-24.3% pts

FCF margin

64.0%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$597.0M$597.0M$526.0M$508.9M$452.9M$263.7M$200.2M$114.9M
Net Income$26.3M$26.3M$7.3M$-1.0M$7.1M$25.6M$77.5M$33.0M
EBITDA$387.7M$387.7M$308.6M$290.5M$244.8M$67.6M$84.2M$37.3M
EPS0.990.990.36-0.060.050.480.000.00
Gross Margin83.2%83.2%80.0%78.9%79.0%———
Operating Margin64.1%64.1%56.8%54.6%51.1%21.7%38.7%28.7%
Net Margin4.4%4.4%1.4%-0.2%1.6%9.7%38.7%28.7%
Balance Sheet
Debt/Equity5.695.6910.1333.45-736.07-5.53——
Current Ratio6.166.16——————
Cash Flow
Free Cash Flow$382.2M$382.2M$310.8M$287.2M$230.0M———
Returns
ROE45.0%45.0%22.1%-9.6%-1436.8%-282.7%1550.3%—
Valuation
P/E4.134.1323.83—41.80———
EV/EBITDA1.301.301.441.342.14———
P/B3.803.805.276.77————
Growth & Yield
Revenue Growth13.5%13.5%3.3%12.4%—31.7%74.3%—
EPS Growth175.0%175.0%700.0%-220.0%————

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

-9.1%

fácil

EPS terminal req.

$0.74

Spread vs growth

184.1%

5Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$0.90

Spread vs growth

176.9%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$1.45

Spread vs growth

171.1%

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 -33.9%

Total return

-33.9%

Start / end P/E

35.2x → 8.5x

EPS bridge

0.36 → 0.99

Residual

-132.9%

EPS growth+175.0%
Multiple rerating-75.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-132.9%

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.