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OPN.WA$97.00-0.21%
Fair $97.00+0.0%

OPN.WA

Oponeo.pl S.A.

Consumer Cyclical / Auto PartsWarsaw

$97.00

-0.20 (-0.21%)

Fairly Valued+0.0%Fair Value $97.00Fund rank 29/100 · Data gapFallback financials|
SA 65/B
F-Score: 7/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $33.3M · quality 47.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

65/100

B

Piotroski

7/9

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 · OPN.WALocal privado en este navegador · Oponeo.pl S.A.
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

$1.1B

P/E

13.5x

↓

EV/EBITDA

9.1x

↓

ROE

31.1%

↑

Gross Margin

22.8%

↓

Debt/Equity

0.60

↑
52-Week Range$97
$78$104

TradingView lightweight chart

OPN.WA price, volumen y niveles de valoración

Último $97.00Periodo +977.8%
Fair value: $97.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+11.8%

FCF CAGR

-27.7%

FCF margin

1.6%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.11B · net income $84.7M · FCF $33.3M

2021-FY → 2024-FY

Gross margin

22.8%+2.4% pts

Operating margin

6.0%+0.7% pts

Net margin

4.0%+0.0% pts

FCF margin

1.6%-4.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.11B$2.11B$1.87B$1.70B$1.51B
Net Income$84.7M$84.7M$54.5M$40.7M$60.2M
EBITDA$152.1M$152.1M$100.3M$76.7M$93.8M
EPS6.416.413.912.924.31
Gross Margin22.8%22.8%19.8%19.7%20.4%
Operating Margin6.0%6.0%3.4%3.8%5.2%
Net Margin4.0%4.0%2.9%2.4%4.0%
Balance Sheet
Debt/Equity0.600.600.620.250.03
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$33.3M$33.3M$56.0M$-50.3M$87.9M
Returns
ROE31.1%31.1%22.0%12.6%19.3%
Valuation
P/E13.4913.4912.7912.1614.62
EV/EBITDA9.129.127.625.857.21
P/B4.704.702.821.532.82
Growth & Yield
Revenue Growth12.9%12.9%10.4%11.9%—
EPS Growth63.9%63.9%33.9%-32.3%—
Dividend Yield1.0%1.0%———

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

10.3%

razonable

EPS terminal req.

$8.61

Spread vs growth

53.6%

5Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$10.41

Spread vs growth

53.7%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$16.77

Spread vs growth

53.8%

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 +12.3%

Total return

+12.3%

Start / end P/E

22.3x → 15.1x

EPS bridge

3.91 → 6.41

Residual

-20.6%

EPS growth+63.9%
Multiple rerating-32.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-20.6%

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.