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v0.1
ORS.MI$15.36+0.13%
Fair $15.36+0.0%

ORS.MI

Orsero S.p.A.

Consumer Defensive / Food DistributionMilan

$15.36

+0.02 (+0.13%)

Fairly Valued+0.0%Fair Value $15.36Fund rank 36/100 · Data gapFallback financials|
SA 49/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $38.2M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

49/100

C

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 · ORS.MILocal privado en este navegador · Orsero S.p.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

$263M

P/E

9.4x

↓

EV/EBITDA

4.2x

↓

ROE

10.7%

↑

Gross Margin

9.0%

↓

Debt/Equity

0.61

↑
52-Week Range$15
$13$20

TradingView lightweight chart

ORS.MI price, volumen y niveles de valoración

Último $15.36Periodo +61.0%
Fair value: $15.36

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

+12.4%

FCF CAGR

+11.4%

FCF margin

2.1%

FCF / Net income

1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.70B · net income $29.2M · FCF $35.3M

2022-FY → 2025-FY

Gross margin

9.0%-0.9% pts

Operating margin

2.7%-0.8% pts

Net margin

1.7%-1.0% pts

FCF margin

2.1%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.70B$1.70B$1.57B$1.54B$1.20B
Net Income$29.2M$29.2M$26.8M$47.3M$32.3M
EBITDA$83.3M$83.3M$82.2M$84.6M$68.3M
EPS1.711.711.562.731.86
Gross Margin9.0%9.0%9.3%11.1%9.9%
Operating Margin2.7%2.7%2.9%4.4%3.5%
Net Margin1.7%1.7%1.7%3.1%2.7%
Balance Sheet
Debt/Equity0.610.610.670.790.62
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$35.3M$35.3M$38.2M$61.9M$25.5M
Returns
ROE10.7%10.7%10.5%20.0%16.0%
Valuation
P/E9.379.378.166.167.19
EV/EBITDA4.234.233.714.584.20
P/B0.970.970.861.231.15
Growth & Yield
Revenue Growth8.2%8.2%2.0%28.8%—
EPS Growth9.3%9.3%-42.9%47.2%—
Dividend Yield3.3%3.3%———

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

-7.2%

fácil

EPS terminal req.

$1.36

Spread vs growth

16.5%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$1.65

Spread vs growth

10.0%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$2.66

Spread vs growth

4.8%

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 +13.1%

Total return

+13.1%

Start / end P/E

9.0x → 9.0x

EPS bridge

1.56 → 1.71

Residual

+0.0%

EPS growth+9.3%
Multiple rerating+0.5%
Dividend+3.3%
Residual / FX / buybacks / cross-term+0.0%

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.