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POLP.TA$901.20+1.82%
Fair $901.20+0.0%

POLP.TA

Polyram Plastic Industries Ltd

Basic Materials / Specialty ChemicalsTel Aviv

$901.20

+16.30 (+1.82%)

Fairly Valued+0.0%Fair Value $901.20Fund rank 27/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $12.5M · quality 40.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

38/100

D

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: 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 · POLP.TALocal privado en este navegador · Polyram Plastic Industries 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

$963M

P/E

28.2x

↑

EV/EBITDA

2639.7x

↑

ROE

8.4%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.77

↑
52-Week Range$901
$811$1182

TradingView lightweight chart

POLP.TA price, volumen y niveles de valoración

Último $913.90Periodo -2.8%
Fair value: $901.20

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

-2.4%

FCF CAGR

+2.8%

FCF margin

4.3%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $291.2M · net income $15.2M · FCF $12.5M

2022-FY → 2025-FY

Gross margin

19.5%+1.3% pts

Operating margin

10.0%-1.7% pts

Net margin

5.2%-3.9% pts

FCF margin

4.3%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$291.2M$291.2M$274.1M$263.6M$313.4M
Net Income$15.2M$15.2M$24.4M$21.5M$28.6M
EBITDA$36.7M$36.7M$43.2M$39.5M$46.6M
EPS0.140.140.230.190.26
Gross Margin19.5%19.5%21.4%19.5%18.2%
Operating Margin10.0%10.0%12.8%11.4%11.6%
Net Margin5.2%5.2%8.9%8.2%9.1%
Balance Sheet
Debt/Equity0.770.770.560.440.72
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$12.5M$12.5M$1.6M$61.9M$11.5M
Returns
ROE8.4%8.4%13.8%13.4%17.3%
Valuation
P/E28.1628.165576.075499.493618.88
EV/EBITDA2639.652639.653154.833000.382217.88
P/B531.68531.68769.48737.74626.41
Growth & Yield
Revenue Growth6.3%6.3%4.0%-15.9%—
EPS Growth-37.7%-37.7%16.6%-24.5%—
Dividend Yield4.1%4.1%———

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

726.6%

muy exigente

EPS terminal req.

$79.97

Spread vs growth

-764.3%

5Y implied EPS CAGR

268.9%

muy exigente

EPS terminal req.

$96.76

Spread vs growth

-306.6%

10Y implied EPS CAGR

101.4%

muy exigente

EPS terminal req.

$155.83

Spread vs growth

-139.1%

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 -3.6%

Total return

-3.6%

Start / end P/E

4356.6x → 6454.1x

EPS bridge

0.23 → 0.14

Residual

-18.1%

EPS growth-37.7%
Multiple rerating+48.1%
Dividend+4.1%
Residual / FX / buybacks / cross-term-18.1%

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.