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v0.1
ORGO$2.36-8.17%
Fair $2.36+0.0%

ORGO

Organogenesis Holdings Inc.

Healthcare / Drug Manufacturers - Specialty & GenericNasdaqCM

$2.36

-0.21 (-8.17%)

Fairly Valued+0.0%Fair Value $2.36Fund rank 27/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9

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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.2M · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

48/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 11Warnings: 0unknown: 11
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · ORGOLocal privado en este navegador · Organogenesis Holdings 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

$304M

P/E

15.7x

↓

EV/EBITDA

3.6x

↓

ROE

8.5%

↑

Gross Margin

75.6%

↑

Debt/Equity

0.19

↓
52-Week Range$2
$2$7

TradingView lightweight chart

ORGO price, volumen y niveles de valoración

Último $2.360Periodo -75.8%
Fair value: $2.360

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-4.3%

FCF / Net income

-0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $563.0M · net income $37.0M · FCF $-24.5M

2015-FY → 2025-FY

Gross margin

75.6%— pts

Operating margin

9.9%— pts

Net margin

6.6%— pts

FCF margin

-4.3%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$563.0M$563.0M$482.0M$433.1M$450.9M$467.4M$338.3M$261.0M$193.4M$0.00$0.00—
Net Income$37.0M$37.0M$861000.00$4.9M$15.5M$94.2M$17.2M$-38.7M$-64.8M$-8.4M$-17.0M—
EBITDA$82.8M$82.8M$24.1M$36.0M$40.3M———————
EPS0.150.15-0.010.040.120.700.15-0.42-0.94———
Gross Margin75.6%75.6%76.0%75.4%76.7%75.6%74.2%70.9%64.4%———
Operating Margin9.9%9.9%4.5%2.9%4.9%15.5%7.9%-11.4%-26.7%———
Net Margin6.6%6.6%0.2%1.1%3.4%20.2%5.1%-14.8%-33.5%———
Balance Sheet
Debt/Equity0.190.190.110.430.470.310.490.95—-3.40——
Current Ratio3.533.53——————————
Cash Flow
Free Cash Flow$-24.5M$-24.5M$4.2M$6.6M$-9.0M$30.8M$-12.2M$-39.5M$-62.5M$-5.9M$-6.2M—
Returns
ROE8.5%8.5%0.2%1.8%5.8%39.0%12.2%-74.4%-162.3%54.8%106.3%—
Valuation
P/E15.7315.73—105.2522.00———————
EV/EBITDA3.573.5713.1015.949.20———————
P/B0.710.711.062.011.32———————
Growth & Yield
Revenue Growth16.8%16.8%11.3%-3.9%—38.2%29.6%34.9%————
EPS Growth1600.0%1600.0%-125.0%-66.7%—366.7%135.7%55.3%————

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

11.8%

razonable

EPS terminal req.

$0.21

Spread vs growth

1588.2%

5Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$0.25

Spread vs growth

1588.9%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$0.41

Spread vs growth

1589.5%

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 -13.9%

Total return

-13.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.01 → 0.15

Residual

-13.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.9%

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.