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OTL.OL$61.50-0.16%
Fair $61.50+0.0%

OTL.OL

Odfjell Technology Ltd.

Energy / Oil & Gas DrillingOslo

$61.50

-0.10 (-0.16%)

Fairly Valued+0.0%Fair Value $61.50Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $155.2M · quality 50.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

50/100

C

Piotroski

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · OTL.OLLocal privado en este navegador · Odfjell Technology 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

$2.4B

P/E

8.3x

↓

EV/EBITDA

4.4x

↓

ROE

25.9%

↑

Gross Margin

94.8%

↑

Debt/Equity

1.26

↑
52-Week Range$62
$48$75

TradingView lightweight chart

OTL.OL price, volumen y niveles de valoración

Último $61.50Periodo +163.9%
Fair value: $61.50

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

+12.5%

FCF CAGR

-18.8%

FCF margin

2.2%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.53B · net income $328.0M · FCF $123.8M

2022-FY → 2025-FY

Gross margin

94.8%+2.2% pts

Operating margin

8.5%-1.1% pts

Net margin

5.9%-0.6% pts

FCF margin

2.2%-3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.53B$5.53B$5.43B$5.02B$3.88B
Net Income$328.0M$328.0M$253.2M$344.2M$253.0M
EBITDA$790.7M$790.7M$814.0M$868.4M$625.3M
EPS8.178.176.248.536.41
Gross Margin94.8%94.8%93.8%93.1%92.6%
Operating Margin8.5%8.5%8.4%9.3%9.5%
Net Margin5.9%5.9%4.7%6.9%6.5%
Balance Sheet
Debt/Equity1.261.260.931.181.88
Current Ratio1.791.79———
Cash Flow
Free Cash Flow$123.8M$123.8M$155.2M$460.6M$231.6M
Returns
ROE25.9%25.9%18.4%32.0%32.5%
Valuation
P/E8.268.267.737.214.44
EV/EBITDA4.364.363.373.643.35
P/B1.951.951.422.301.44
Growth & Yield
Revenue Growth2.0%2.0%8.1%29.3%—
EPS Growth30.9%30.9%-26.8%33.1%—
Dividend Yield9.6%9.6%———

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

-12.6%

fácil

EPS terminal req.

$5.46

Spread vs growth

43.5%

5Y implied EPS CAGR

-4.2%

fácil

EPS terminal req.

$6.60

Spread vs growth

35.1%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$10.63

Spread vs growth

28.3%

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 +33.7%

Total return

+33.7%

Start / end P/E

7.9x → 7.5x

EPS bridge

6.24 → 8.17

Residual

-1.6%

EPS growth+30.9%
Multiple rerating-5.2%
Dividend+9.6%
Residual / FX / buybacks / cross-term-1.6%

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.