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ORL.TA$164.50-1.02%
Fair $164.50+0.0%

ORL.TA

Oil Refineries Ltd.

Energy / Oil & Gas Refining & MarketingTel Aviv

$164.50

-1.70 (-1.02%)

Fairly Valued+0.0%Fair Value $164.50Fund rank 32/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Declining RevenueLow Profitability

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $254.0M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is 2.7%, below the 5% threshold
Thesis & Journal · ORL.TALocal privado en este navegador · Oil Refineries 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

$5.1B

P/E

27.4x

↑

EV/EBITDA

1399.0x

↑

ROE

2.7%

↓

Gross Margin

2.9%

↓

Debt/Equity

0.81

↑
52-Week Range$165
$82$190

TradingView lightweight chart

ORL.TA price, volumen y niveles de valoración

Último $164.50Periodo -38.5%
Fair value: $164.50

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

-18.6%

FCF CAGR

-57.6%

FCF margin

0.7%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.84B · net income $47.0M · FCF $38.0M

2022-FY → 2025-FY

Gross margin

2.9%-4.3% pts

Operating margin

-0.1%-5.6% pts

Net margin

0.8%-3.3% pts

FCF margin

0.7%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.84B$5.84B$7.54B$8.32B$10.83B
Net Income$47.0M$47.0M$113.0M$408.0M$441.0M
EBITDA$369.0M$369.0M$430.0M$773.0M$780.0M
EPS0.010.010.040.130.14
Gross Margin2.9%2.9%5.7%9.2%7.2%
Operating Margin-0.1%-0.1%2.9%7.0%5.5%
Net Margin0.8%0.8%1.5%4.9%4.1%
Balance Sheet
Debt/Equity0.810.810.720.710.82
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$38.0M$38.0M$254.0M$542.0M$497.0M
Returns
ROE2.7%2.7%6.4%22.0%25.3%
Valuation
P/E27.4227.422625.00949.22855.80
EV/EBITDA1398.981398.98691.01501.73484.72
P/B295.21295.21168.15208.55216.41
Growth & Yield
Revenue Growth-22.6%-22.6%-9.4%-23.1%—
EPS Growth-58.3%-58.3%-71.9%-7.2%—
Dividend Yield2.0%2.0%———

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

891.0%

muy exigente

EPS terminal req.

$14.60

Spread vs growth

-949.3%

5Y implied EPS CAGR

311.3%

muy exigente

EPS terminal req.

$17.66

Spread vs growth

-369.7%

10Y implied EPS CAGR

112.7%

muy exigente

EPS terminal req.

$28.44

Spread vs growth

-171.0%

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 +87.9%

Total return

+87.9%

Start / end P/E

2458.3x → 10966.7x

EPS bridge

0.04 → 0.01

Residual

-201.9%

EPS growth-58.3%
Multiple rerating+346.1%
Dividend+2.0%
Residual / FX / buybacks / cross-term-201.9%

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.