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v0.1
PGNY$26.20+2.50%
Fair $26.20+0.0%

PGNY

Progyny, Inc.

Healthcare / Healthcare PlansNasdaqGS

$26.20

+0.64 (+2.50%)

Fairly Valued+0.0%Fair Value $26.20Fund rank 37/100 · Data gapFallback financials|
SA 71/B
F-Score: 5/9

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 $185.2M · quality 77.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

71/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 9Warnings: 0unknown: 9
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 · PGNYLocal privado en este navegador · Progyny, 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

$2.1B

P/E

34.0x

↑

EV/EBITDA

25.2x

↑

ROE

11.3%

↑

Gross Margin

23.6%

↓

Debt/Equity

0.05

↓
52-Week Range$26
$16$29

TradingView lightweight chart

PGNY price, volumen y niveles de valoración

Último $26.20Periodo +64.4%
Fair value: $26.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2017–2025 · 8 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

14.9%

FCF / Net income

3.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.29B · net income $58.5M · FCF $191.8M

2017-FY → 2025-FY

Gross margin

23.6%— pts

Operating margin

6.6%— pts

Net margin

4.5%— pts

FCF margin

14.9%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
Income Statement
Revenue$1.29B$1.29B$1.17B$1.09B$786.9M$500.6M$344.9M———
Net Income$58.5M$58.5M$54.3M$62.0M$30.4M$65.8M$46.5M$-8.6M$661000.00$-12.5M
EBITDA$90.2M$90.2M$70.6M$64.5M$24.9M$33.6M$10.3M$11.8M$-1.6M$-9.4M
EPS0.650.650.570.620.300.660.47-0.410.04-2.37
Gross Margin23.6%23.6%21.7%21.9%21.3%22.4%20.3%———
Operating Margin6.6%6.6%5.8%5.7%3.0%6.5%2.4%———
Net Margin4.5%4.5%4.7%5.7%3.9%13.1%13.5%———
Balance Sheet
Debt/Equity0.050.050.050.040.02—————
Current Ratio2.132.13————————
Cash Flow
Free Cash Flow$191.8M$191.8M$173.7M$185.2M$77.2M$23.9M$35.2M$-4.5M$1.7M$-10.1M
Returns
ROE11.3%11.3%12.9%11.2%8.1%26.1%27.8%-7.5%-0.7%12.8%
Valuation
P/E34.0334.0330.8858.5593.87—————
EV/EBITDA25.1625.1621.7655.48108.35—————
P/B4.564.563.986.607.47—————
Growth & Yield
Revenue Growth10.4%10.4%7.2%38.3%—45.2%————
EPS Growth14.0%14.0%-8.1%106.7%—40.4%214.6%-1125.0%101.7%—

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

52.9%

muy exigente

EPS terminal req.

$2.32

Spread vs growth

-38.9%

5Y implied EPS CAGR

34.0%

muy exigente

EPS terminal req.

$2.81

Spread vs growth

-20.0%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$4.53

Spread vs growth

-7.4%

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 +21.9%

Total return

+21.9%

Start / end P/E

37.7x → 40.3x

EPS bridge

0.57 → 0.65

Residual

+1.0%

EPS growth+14.0%
Multiple rerating+6.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.0%

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.