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v0.1
RDWR$31.69+4.45%
Fair $31.69+0.0%

RDWR

Radware Ltd.

Technology / Software - InfrastructureNasdaqGS

$31.69

+1.35 (+4.45%)

Fairly Valued+0.0%Fair Value $31.69Fund rank 33/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

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 25%

FCF escenarios

weak_data · normalized FCF $41.6M · quality 60.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

57/100

C

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · RDWRLocal privado en este navegador · Radware 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

$1.3B

P/E

72.0x

↑

EV/EBITDA

57.5x

↑

ROE

5.8%

↑

Gross Margin

80.7%

↑

Debt/Equity

0.05

↓
52-Week Range$32
$22$32

TradingView lightweight chart

RDWR price, volumen y niveles de valoración

Último $31.69Periodo +14.6%
Fair value: $31.69

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

+0.9%

FCF CAGR

+21.2%

FCF margin

13.8%

FCF / Net income

2.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $301.9M · net income $20.3M · FCF $41.6M

2022-FY → 2025-FY

Gross margin

80.7%-1.0% pts

Operating margin

3.8%+4.9% pts

Net margin

6.7%+6.8% pts

FCF margin

13.8%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$301.9M$301.9M$274.9M$261.3M$293.4M
Net Income$20.3M$20.3M$6.0M$-21.6M$-166000.00
EBITDA$23.1M$23.1M$7.9M$-19.4M$8.4M
EPS0.450.450.14-0.50-0.00
Gross Margin80.7%80.7%80.6%80.2%81.6%
Operating Margin3.8%3.8%-1.4%-12.1%-1.1%
Net Margin6.7%6.7%2.2%-8.3%-0.1%
Balance Sheet
Debt/Equity0.050.050.060.070.07
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$41.6M$41.6M$66.3M$-8.9M$23.3M
Returns
ROE5.8%5.8%1.9%-7.6%-0.0%
Valuation
P/E72.0272.02159.71——
EV/EBITDA57.5357.53111.86—106.05
P/B4.054.053.072.372.73
Growth & Yield
Revenue Growth9.8%9.8%5.2%-11.0%—
EPS Growth221.4%221.4%128.0%-13435.5%—

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

84.2%

muy exigente

EPS terminal req.

$2.81

Spread vs growth

137.2%

5Y implied EPS CAGR

49.9%

muy exigente

EPS terminal req.

$3.40

Spread vs growth

171.6%

10Y implied EPS CAGR

28.4%

muy exigente

EPS terminal req.

$5.48

Spread vs growth

193.0%

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 +35.9%

Total return

+35.9%

Start / end P/E

166.6x → 70.4x

EPS bridge

0.14 → 0.45

Residual

-127.8%

EPS growth+221.4%
Multiple rerating-57.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-127.8%

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.