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v0.1
RCKY$39.23+1.47%
Fair $46.10+17.5%

RCKY

Rocky Brands, Inc.

Consumer Cyclical / Footwear & AccessoriesNasdaqGS

$39.23

+0.57 (+1.47%)

Modestly Undervalued+17.5%Fair Value $46.10Fund rank 67/100 · WatchlistSEC 17/17 yrs|
SA 63/B
F-Score: 7/9

FCF base 3Y

$54.46

+11.6% CAGR · yield 9.1%

FCF base 5Y

$46.09

+3.3% base · +14.9% expected

Precio de entrada

$18.95

MOS 28% · confianza 49%

FCF escenarios

modelled · normalized FCF $48.1M · quality 56.7/100

Watchlist 67/100
Bear 5Y$21.13-11.6%
Base 5Y$46.09+3.3%
Bull 5Y$201.50+38.7%
Return 98/100Downside 45/100Model quality 33/100Data QA 68/100

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

63/100

B

Piotroski

7/9

balance/quality

Valuation

68/100

+17.5% upside

5Y CAGR

+14.9%

100/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 17Warnings: 0sec-companyfacts: 17
Thesis & Journal · RCKYLocal privado en este navegador · Rocky Brands, 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

$296M

P/E

12.9x

↓

EV/EBITDA

8.9x

↓

ROE

8.8%

↑

Gross Margin

40.9%

↑

Debt/Equity

0.49

↑
52-Week Range$39
$21$49
EV/EBITDA Historical8.9x

TradingView lightweight chart

RCKY price, volumen y niveles de valoración

Último $39.23Periodo +423.1%
Buy zone: $18.95Bear 5Y: $21.13Fair value: $46.10Base 5Y: $46.09Bull 5Y: $201.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+4.7%

FCF CAGR

-7.0%

FCF margin

2.0%

FCF / Net income

0.44x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $482.0M · net income $22.3M · FCF $9.7M

2009-FY → 2025-FY

Gross margin

40.9%+4.1% pts

Operating margin

7.7%+3.9% pts

Net margin

4.6%+4.1% pts

FCF margin

2.0%-11.5% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
Income Statement
Revenue$482.0M$482.0M$453.8M$461.8M$615.5M——$270.4M$252.7M$253.2M$260.3M$269.3M$286.2M$244.9M$228.5M$240.0M$252.8M$229.5M
Net Income$22.3M$22.3M$11.4M$10.4M$20.5M$20.6M$21.0M$17.5M$14.6M$9.6M$-2.1M$6.6M$9.8M$7.4M$8.9M$8.3M$7.7M$1.2M
EBITDA$47.0M$47.0M$41.3M$46.3M$56.4M$47.3M$32.4M$27.1M$23.4M$18.3M$4.7M$17.7M$22.7M$17.3M$19.7M$18.8M$22.7M$15.1M
EPS2.962.961.521.412.782.772.862.351.951.29-0.290.871.300.981.181.111.140.21
Gross Margin40.9%40.9%39.4%38.7%36.6%——36.1%34.4%31.9%29.5%33.0%33.7%34.1%35.2%36.8%35.4%36.8%
Operating Margin7.7%7.7%6.8%7.7%7.2%——8.2%7.1%4.7%-1.2%3.9%5.5%4.5%6.0%5.5%6.8%3.8%
Net Margin4.6%4.6%2.5%2.3%3.3%——6.5%5.8%3.8%-0.8%2.5%3.4%3.0%3.9%3.5%3.0%0.5%
Balance Sheet
Debt/Equity0.490.490.550.771.191.360.00——0.020.110.170.260.290.190.300.33—
Current Ratio2.902.90————————————————
Cash Flow
Free Cash Flow$9.7M$9.7M$48.1M$69.7M$12.4M$-75.9M$19.7M$10.4M$13.3M$12.8M$15.4M$14.6M$5.5M$-10.2M$11.8M$-1.0M$9.3M$31.0M
Returns
ROE8.8%8.8%4.9%4.7%9.5%10.4%11.7%10.6%9.6%6.8%-1.6%4.6%7.1%5.6%7.0%7.1%7.3%1.4%
Valuation
P/E12.9012.9025.1227.0813.7313.7813.3516.2519.5829.60—43.8929.3738.9632.3634.4033.49181.81
EV/EBITDA8.928.927.348.078.28—————————————
P/B1.141.141.231.261.311.431.561.721.882.022.122.032.082.192.282.452.462.53
Growth & Yield
Revenue Growth6.2%6.2%-1.7%-25.0%———7.0%-0.2%-2.7%-3.4%-5.9%16.9%7.1%-4.8%-5.1%10.2%—
EPS Growth94.7%94.7%7.8%-49.3%0.4%-3.1%21.7%20.5%51.2%544.8%-133.3%-33.1%32.7%-16.9%6.3%-2.6%442.9%—
Dividend Yield1.8%1.8%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growth
terminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$3.48

Spread vs growth

89.2%

5Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$4.21

Spread vs growth

87.4%

10Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$6.78

Spread vs growth

86.1%

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 +74.2%

Total return

+74.2%

Start / end P/E

15.0x → 13.3x

EPS bridge

1.52 → 2.96

Residual

-10.8%

EPS growth+94.7%
Multiple rerating-11.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term-10.8%

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.

7.3x8.9x
EV/EBITDA vs Sector8.9x
4.5xmed 9.3x14.0x