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v0.1
RMNI$4.15-2.81%
Fair $27.16+554.3%

RMNI

Rimini Street, Inc.

Technology / Software - ApplicationNasdaqGM

$4.15

-0.12 (-2.81%)

Significantly Undervalued+554.3%Fair Value $27.16Fund rank 19/100 · WatchlistSEC 11/11 yrs|
SA 52/C
F-Score: 5/9
High DebtDeclining RevenueLow Profitability

FCF base 3Y

$0.64

-46.3% CAGR · yield 10.8%

FCF base 5Y

$0.73

-29.3% base · -17.8% expected

Precio de entrada

$0.28

MOS 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $5.3M · quality 27.0/100

Watchlist 19/100
Bear 5Y$0.29-41.1%
Base 5Y$0.73-29.3%
Bull 5Y$4.50+1.6%
Return 0/100Downside 0/100Model quality 22/100Data QA 35/100

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

52/100

C

Piotroski

5/9

balance/quality

Valuation

100/100

+554.3% upside

5Y CAGR

-17.8%

0/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 11Warnings: 3sec-companyfacts: 11
Debt-to-Equity ratio is 2.49, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is 1.4%, below the 5% threshold
Thesis & Journal · RMNILocal privado en este navegador · Rimini Street, 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

$384M

P/E

10.0x

↓

EV/EBITDA

5.1x

↓

ROE

137.3%

↑

Gross Margin

60.4%

↑

Debt/Equity

2.49

↑
52-Week Range$4
$3$5
EV/EBITDA Historical5.1x

TradingView lightweight chart

RMNI price, volumen y niveles de valoración

Último $4.150Periodo -57.4%
Buy zone: $0.280Bear 5Y: $0.290Fair value: $27.16Base 5Y: $0.730Bull 5Y: $4.500

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

+13.6%

FCF CAGR

—

FCF margin

13.2%

FCF / Net income

1.50x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $421.5M · net income $37.1M · FCF $55.6M

2015-FY → 2025-FY

Gross margin

60.4%+5.1% pts

Operating margin

7.8%+43.3% pts

Net margin

8.8%+47.1% pts

FCF margin

13.2%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015. 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
Income Statement
Revenue$421.5M$421.5M$428.8M$431.5M$409.7M$374.4M$326.8M$281.1M$253.5M$214.9M$160.2M$118.2M
Net Income$37.1M$37.1M$-36.3M$26.1M$-2.5M$75.2M$11.6M$21.4M$-64.0M$-50.0M$-12.9M$-45.3M
EBITDA$70.7M$70.7M$-22.2M$54.1M$16.1M$29.2M$19.7M$24.0M$31.4M$27.2M$15.7M$-40.4M
EPS0.390.39-0.400.29-0.030.51-0.21-0.06-0.01-0.070.31—
Gross Margin60.4%60.4%60.9%62.3%62.8%63.6%61.4%62.6%62.1%61.4%58.1%55.3%
Operating Margin7.8%7.8%8.9%10.1%2.0%7.2%5.5%7.9%11.6%11.8%8.7%-35.4%
Net Margin8.8%8.8%-8.5%6.0%-0.6%20.1%3.5%7.6%-25.2%-23.3%-8.1%-38.3%
Balance Sheet
Debt/Equity2.492.491.231.780.971.040.000.000.010.470.49—
Current Ratio0.840.84——————————
Cash Flow
Free Cash Flow$55.6M$55.6M$-42.2M$5.3M$30.6M———————
Returns
ROE137.3%137.3%-52.2%66.0%-3.2%93.6%5.7%9.6%-27.8%-28.7%-7.2%-21.3%
Valuation
P/E9.979.97—13.41—7.63————12.55—
EV/EBITDA5.145.14—4.8421.14———————
Growth & Yield
Revenue Growth-1.7%-1.7%-0.6%5.3%9.4%14.6%16.3%10.9%18.0%34.1%35.6%—
EPS Growth197.5%197.5%-237.9%1066.7%-105.9%342.9%-250.0%-500.0%85.7%-122.6%——

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

-1.9%

fácil

EPS terminal req.

$0.37

Spread vs growth

199.4%

5Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$0.45

Spread vs growth

194.8%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$0.72

Spread vs growth

191.2%

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 +41.2%

Total return

+41.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.40 → 0.39

Residual

+41.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+41.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.

4.8x21.1x
EV/EBITDA vs Sector5.1x
2.6xmed 13.0x19.5x