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RWL.WA$14.20+0.00%
Fair $14.20+0.0%

RWL.WA

Rawlplug S.A.

Industrials / Tools & AccessoriesWarsaw

$14.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $14.20Fund rank 32/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
Declining RevenueLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $67.9M · quality 64.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

30/100

D

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 2.9%, below the 5% threshold
Thesis & Journal · RWL.WALocal privado en este navegador · Rawlplug 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

$441M

P/E

22.5x

↑

EV/EBITDA

7.1x

↓

ROE

2.9%

↓

Gross Margin

39.3%

↑

Debt/Equity

0.80

↑
52-Week Range$14
$12$18

TradingView lightweight chart

RWL.WA price, volumen y niveles de valoración

Último $13.95Periodo +22.9%
Fair value: $14.20

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

-4.3%

FCF CAGR

+22.9%

FCF margin

3.4%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.07B · net income $19.5M · FCF $35.8M

2022-FY → 2025-FY

Gross margin

39.3%+2.6% pts

Operating margin

6.6%-6.3% pts

Net margin

1.8%-7.1% pts

FCF margin

3.4%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.07B$1.07B$1.13B$1.17B$1.22B
Net Income$19.5M$19.5M$53.0M$32.6M$108.8M
EBITDA$126.8M$126.8M$168.6M$141.2M$218.0M
EPS0.630.631.711.053.50
Gross Margin39.3%39.3%38.1%34.8%36.7%
Operating Margin6.6%6.6%8.9%7.9%12.9%
Net Margin1.8%1.8%4.7%2.8%8.9%
Balance Sheet
Debt/Equity0.800.800.680.730.62
Current Ratio2.172.17———
Cash Flow
Free Cash Flow$35.8M$35.8M$67.9M$84.4M$19.3M
Returns
ROE2.9%2.9%7.8%5.0%16.3%
Valuation
P/E22.5422.549.7114.294.23
EV/EBITDA7.067.065.336.073.77
P/B0.650.650.760.720.69
Growth & Yield
Revenue Growth-5.7%-5.7%-2.8%-4.3%—
EPS Growth-63.2%-63.2%62.9%-70.0%—
Dividend Yield2.9%2.9%———

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

26.0%

muy exigente

EPS terminal req.

$1.26

Spread vs growth

-89.2%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$1.52

Spread vs growth

-82.5%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$2.46

Spread vs growth

-77.7%

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 -17.9%

Total return

-17.9%

Start / end P/E

10.3x → 22.1x

EPS bridge

1.71 → 0.63

Residual

-72.7%

EPS growth-63.2%
Multiple rerating+115.1%
Dividend+2.9%
Residual / FX / buybacks / cross-term-72.7%

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.