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RODIUM.BO$152.65-8.33%
Fair $152.65+0.0%

RODIUM.BO

Rodium Realty Limited

Real Estate / Real Estate - DiversifiedBSE

$152.65

-14.00 (-8.33%)

Fairly Valued+0.0%Fair Value $152.65Fund rank 22/100 · Data gapFallback financials|
SA 38/D
F-Score: 8/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 12.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 5.89, above the 2.0 threshold
Thesis & Journal · RODIUM.BOLocal privado en este navegador · Rodium Realty Limited
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

$496M

P/E

5.3x

↓

EV/EBITDA

15.9x

↑

ROE

15.1%

↑

Gross Margin

25.0%

↓

Debt/Equity

5.89

↑
52-Week Range$153
$141$257

TradingView lightweight chart

RODIUM.BO price, volumen y niveles de valoración

Último $154.00Periodo +1440.0%
Fair value: $152.65

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

+68.4%

FCF CAGR

—

FCF margin

5.6%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $615.6M · net income $26.8M · FCF $34.8M

2022-FY → 2025-FY

Gross margin

25.0%+4.2% pts

Operating margin

12.7%+12.2% pts

Net margin

4.4%+9.5% pts

FCF margin

5.6%+84.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$615.6M$615.6M$475.5M$420.6M$128.9M
Net Income$26.8M$26.8M$5.3M$2.9M$-6.7M
EBITDA$93.0M$93.0M$57.2M$42.3M$10.2M
EPS8.258.251.650.90-2.05
Gross Margin25.0%25.0%15.6%11.3%20.8%
Operating Margin12.7%12.7%9.1%4.5%0.5%
Net Margin4.4%4.4%1.1%0.7%-5.2%
Balance Sheet
Debt/Equity5.895.896.946.947.10
Cash Flow
Free Cash Flow$34.8M$34.8M$21.9M$-18.8M$-102.2M
Returns
ROE15.1%15.1%3.8%2.2%-5.2%
Valuation
P/E5.275.2740.5854.06—
EV/EBITDA15.9215.9220.5125.46113.20
P/B2.802.801.531.171.87
Growth & Yield
Revenue Growth29.5%29.5%13.1%226.3%—
EPS Growth400.6%400.6%82.2%144.1%—

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

18.0%

exigente

EPS terminal req.

$13.55

Spread vs growth

382.6%

5Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$16.39

Spread vs growth

385.9%

10Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$26.40

Spread vs growth

388.3%

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 -29.8%

Total return

-29.8%

Start / end P/E

133.2x → 18.7x

EPS bridge

1.65 → 8.25

Residual

-344.4%

EPS growth+400.6%
Multiple rerating-86.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-344.4%

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.