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REPX$35.62+7.10%
Fair $35.62+0.0%

REPX

Riley Exploration Permian, Inc.

Energy / Oil & Gas E&PNYSE American

$35.62

+2.36 (+7.10%)

Fairly Valued+0.0%Fair Value $35.62Fund rank 34/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9
Margin Compression

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 $81.2M · quality 70.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

56/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
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. Operating margin has declined for 3 consecutive years
Thesis & Journal · REPXLocal privado en este navegador · Riley Exploration Permian, 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

$773M

P/E

12.4x

↓

EV/EBITDA

3.0x

↓

ROE

25.4%

↑

Gross Margin

46.5%

↑

Debt/Equity

0.40

↑
52-Week Range$36
$24$42

TradingView lightweight chart

REPX price, volumen y niveles de valoración

Último $35.62Periodo -96.8%
Fair value: $35.62

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

—

FCF CAGR

+28.3%

FCF margin

20.7%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $392.0M · net income $160.8M · FCF $81.2M

2009-FY → 2025-FY

Gross margin

46.5%— pts

Operating margin

36.0%— pts

Net margin

41.0%— pts

FCF margin

20.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$392.0M$392.0M$410.2M$375.0M$321.7M—$3.0M$4.9M$5.9M$4.7M$4.7M$6.2M$13.8M$15.7M————
Net Income$160.8M$160.8M$88.9M$111.6M$118.0M—$-3.6M$-436000.00$1.6M$-574000.00$-4.2M$-24.7M$-788000.00$2.8M$-67000.00$4.7M$-1.7M$-2.0M
EBITDA$330.9M$330.9M$223.5M$240.3M$182.8M—$-3.2M$211000.00$1.0M$68000.00$-3.0M$-14.7M$2.3M$8.1M$10.8M$8.8M$5.1M$2.3M
EPS7.617.614.265.585.99—-4.10-0.49—-0.72-8.28-48.72-1.56——9.60-3.60-3.60
Gross Margin46.5%46.5%57.1%60.0%73.8%—————————————
Operating Margin36.0%36.0%48.0%50.0%66.4%—-125.6%-10.3%4.1%-17.0%-87.7%-281.2%-5.4%33.2%————
Net Margin41.0%41.0%21.7%29.8%36.7%—-120.1%-8.9%26.7%-12.3%-89.9%-401.1%-5.7%18.0%————
Balance Sheet
Debt/Equity0.400.400.540.860.18———0.010.010.750.130.030.100.340.390.38—
Current Ratio0.320.32————————————————
Cash Flow
Free Cash Flow$81.2M$81.2M$116.3M$65.9M$42.0M—————$-1.1M—$6.3M$7.9M$8.6M$7.7M$4.0M$1.5M
Returns
ROE25.4%25.4%17.4%26.5%35.4%—-134.4%-6.9%23.2%-11.1%-128.1%-331.4%-2.4%8.6%-0.2%15.5%-6.9%-7.5%
Valuation
P/E12.4112.417.814.724.70—————————————
EV/EBITDA3.003.004.293.633.29—————————————
P/B1.191.191.361.251.66—————————————
Growth & Yield
Revenue Growth-4.4%-4.4%9.4%16.6%——-38.1%-16.4%25.4%0.2%-24.2%-55.3%-12.2%—————
EPS Growth78.6%78.6%-23.7%-6.8%——-736.7%——91.3%83.0%-3023.1%———366.7%0.0%—
Dividend Yield4.5%4.5%————————————————

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

-25.4%

fácil

EPS terminal req.

$3.16

Spread vs growth

104.0%

5Y implied EPS CAGR

-12.9%

fácil

EPS terminal req.

$3.82

Spread vs growth

91.5%

10Y implied EPS CAGR

-2.1%

fácil

EPS terminal req.

$6.16

Spread vs growth

80.7%

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 +43.3%

Total return

+43.3%

Start / end P/E

6.0x → 4.7x

EPS bridge

4.26 → 7.61

Residual

-17.5%

EPS growth+78.6%
Multiple rerating-22.3%
Dividend+4.5%
Residual / FX / buybacks / cross-term-17.5%

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.