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RTSN.TA$3351.00-2.36%
Fair $3351.00+0.0%

RTSN.TA

Rotem Shani Entrepreneurship and Investment Ltd.

Consumer Cyclical / Residential ConstructionTel Aviv

$3351.00

-81.00 (-2.36%)

Fairly Valued+0.0%Fair Value $3351.00Fund rank 20/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-102.4M · quality 36.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

3/9

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 · RTSN.TALocal privado en este navegador · Rotem Shani Entrepreneurship and Investment 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

$511M

P/E

21.3x

↑

EV/EBITDA

440.0x

↑

ROE

23.7%

↑

Gross Margin

33.2%

↑

Debt/Equity

1.69

↑
52-Week Range$3351
$2661$4220

TradingView lightweight chart

RTSN.TA price, volumen y niveles de valoración

Último $3,432Periodo +184.1%
Fair value: $3,351

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

-1.0%

FCF CAGR

—

FCF margin

-18.2%

FCF / Net income

-0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $281.3M · net income $74.7M · FCF $-51.2M

2022-FY → 2025-FY

Gross margin

33.2%+7.5% pts

Operating margin

39.1%+22.5% pts

Net margin

26.5%+15.8% pts

FCF margin

-18.2%-20.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$281.3M$281.3M$417.9M$280.8M$289.9M
Net Income$74.7M$74.7M$62.0M$58.7M$31.2M
EBITDA$123.8M$123.8M$100.9M$92.1M$48.7M
EPS4.804.803.873.882.06
Gross Margin33.2%33.2%27.3%26.0%25.7%
Operating Margin39.1%39.1%20.3%29.9%16.6%
Net Margin26.5%26.5%14.8%20.9%10.8%
Balance Sheet
Debt/Equity1.691.691.511.12—
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$-51.2M$-51.2M$-102.4M$-111.0M$7.8M
Returns
ROE23.7%23.7%24.2%28.9%—
Valuation
P/E21.3421.34905.17473.20631.07
EV/EBITDA439.96439.96558.61303.41403.39
P/B171.00171.00219.17136.75—
Growth & Yield
Revenue Growth-32.7%-32.7%48.8%-3.1%—
EPS Growth24.0%24.0%-0.3%88.3%—
Dividend Yield3.4%3.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

295.7%

muy exigente

EPS terminal req.

$297.35

Spread vs growth

-271.6%

5Y implied EPS CAGR

137.1%

muy exigente

EPS terminal req.

$359.79

Spread vs growth

-113.1%

10Y implied EPS CAGR

61.5%

muy exigente

EPS terminal req.

$579.44

Spread vs growth

-37.5%

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 +3.3%

Total return

+3.3%

Start / end P/E

867.2x → 698.1x

EPS bridge

3.87 → 4.80

Residual

-4.7%

EPS growth+24.0%
Multiple rerating-19.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term-4.7%

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.