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v0.1
PAT.WA$2.74+0.00%
Fair $2.74+0.0%

PAT.WA

Patentus S.A.

Industrials / Specialty Industrial MachineryWarsaw

$2.74

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.74Fund rank 32/100 · Data gapFallback financials|
SA 52/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $9.2M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

52/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · PAT.WALocal privado en este navegador · Patentus 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

$81M

P/E

9.1x

↓

EV/EBITDA

1.0x

↓

ROE

36.9%

↑

Gross Margin

32.7%

↑

Debt/Equity

0.06

↓
52-Week Range$3
$3$4

TradingView lightweight chart

PAT.WA price, volumen y niveles de valoración

Último $2.740Periodo -9.3%
Fair value: $2.740

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

+153.6%

FCF CAGR

—

FCF margin

17.1%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $244.8M · net income $62.3M · FCF $41.7M

2021-FY → 2023-FY

Gross margin

32.7%+44.0% pts

Operating margin

28.9%+44.4% pts

Net margin

25.4%+42.1% pts

FCF margin

17.1%+55.9% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$244.8M$244.8M$82.6M$38.1M
Net Income$62.3M$62.3M$3.5M$-6.4M
EBITDA$81.3M$81.3M$13.3M$3.0M
EPS2.122.120.12-0.22
Gross Margin32.7%32.7%11.6%-11.3%
Operating Margin28.9%28.9%4.6%-15.5%
Net Margin25.4%25.4%4.3%-16.7%
Balance Sheet
Debt/Equity0.060.060.140.16
Current Ratio4.104.10——
Cash Flow
Free Cash Flow$41.7M$41.7M$9.2M$-14.8M
Returns
ROE36.9%36.9%3.3%-6.2%
Valuation
P/E9.139.1312.92—
EV/EBITDA0.960.963.5715.85
P/B0.480.480.430.33
Growth & Yield
Revenue Growth196.5%196.5%116.9%—
EPS Growth1666.7%1666.7%154.5%—
Dividend Yield9.3%9.3%——

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

-51.4%

fácil

EPS terminal req.

$0.24

Spread vs growth

1718.1%

5Y implied EPS CAGR

-32.6%

fácil

EPS terminal req.

$0.29

Spread vs growth

1699.3%

10Y implied EPS CAGR

-13.9%

fácil

EPS terminal req.

$0.47

Spread vs growth

1680.6%

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 -22.9%

Total return

-22.9%

Start / end P/E

33.7x → 1.3x

EPS bridge

0.12 → 2.12

Residual

-1602.7%

EPS growth+1666.7%
Multiple rerating-96.2%
Dividend+9.3%
Residual / FX / buybacks / cross-term-1602.7%

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.