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RPC.WA$25.20+2.02%
Fair $25.20+0.0%

RPC.WA

Zaklady Magnezytowe ROPCZYCE S.A.

Basic Materials / Building MaterialsWarsaw

$25.20

+0.50 (+2.02%)

Fairly Valued+0.0%Fair Value $25.20Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9
Declining RevenueMargin CompressionLow Profitability

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-1.8M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

53/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -0.3%, below the 5% threshold
Thesis & Journal · RPC.WALocal privado en este navegador · Zaklady Magnezytowe ROPCZYCE S.A.
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

$140M

P/E

12.2x

↓

EV/EBITDA

7.0x

↓

ROE

-0.3%

↑

Gross Margin

15.6%

↓

Debt/Equity

0.19

↓
52-Week Range$25
$20$28

TradingView lightweight chart

RPC.WA price, volumen y niveles de valoración

Último $25.20Periodo +119.1%
Fair value: $25.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+5.9%

FCF CAGR

+17.4%

FCF margin

7.2%

FCF / Net income

-29.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $429.8M · net income $-1.1M · FCF $30.9M

2021-FY → 2024-FY

Gross margin

15.6%-13.3% pts

Operating margin

1.5%-11.8% pts

Net margin

-0.2%-8.9% pts

FCF margin

7.2%+1.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$429.8M$429.8M$446.4M$507.2M$361.9M
Net Income$-1.1M$-1.1M$15.7M$44.7M$31.4M
EBITDA$27.2M$27.2M$41.1M$73.9M$53.0M
EPS-0.19-0.193.089.226.75
Gross Margin15.6%15.6%16.3%23.1%28.8%
Operating Margin1.5%1.5%6.2%12.1%13.3%
Net Margin-0.2%-0.2%3.5%8.8%8.7%
Balance Sheet
Debt/Equity0.190.190.390.210.07
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$30.9M$30.9M$-1.8M$-65.9M$19.1M
Returns
ROE-0.3%-0.3%3.9%11.9%9.3%
Valuation
P/E12.1712.1710.103.225.01
EV/EBITDA7.047.045.582.912.78
P/B0.350.350.400.380.47
Growth & Yield
Revenue Growth-3.7%-3.7%-12.0%40.1%—
EPS Growth-106.2%-106.2%-66.6%36.6%—
Dividend Yield4.4%4.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +8.2%

Total return

+8.2%

Start / end P/E

n/dx → n/dx

EPS bridge

3.08 → -0.19

Residual

+3.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+3.7%

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.