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SON.WA$14.85-1.00%
Fair $14.85+0.0%

SON.WA

Sonel S.A.

Technology / Scientific & Technical InstrumentsWarsaw

$14.85

-0.15 (-1.00%)

Fairly Valued+0.0%Fair Value $14.85Fund rank 28/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $5.2M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

59/100

C

Piotroski

5/9

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 · SON.WALocal privado en este navegador · Sonel 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

$208M

P/E

13.8x

↓

EV/EBITDA

5.3x

↓

ROE

16.8%

↑

Gross Margin

23.8%

↓

Debt/Equity

0.07

↓
52-Week Range$15
$13$18

TradingView lightweight chart

SON.WA price, volumen y niveles de valoración

Último $14.85Periodo +137.6%
Fair value: $14.85

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

+15.2%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $242.0M · net income $20.1M · FCF $2.1M

2021-FY → 2024-FY

Gross margin

23.8%-0.9% pts

Operating margin

11.4%-0.8% pts

Net margin

8.3%-1.0% pts

FCF margin

0.9%+1.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$242.0M$242.0M$214.5M$180.0M$158.1M
Net Income$20.1M$20.1M$17.1M$14.6M$14.7M
EBITDA$37.8M$37.8M$31.8M$23.7M$23.5M
EPS1.441.441.221.041.05
Gross Margin23.8%23.8%20.6%21.7%24.7%
Operating Margin11.4%11.4%9.6%9.1%12.3%
Net Margin8.3%8.3%8.0%8.1%9.3%
Balance Sheet
Debt/Equity0.070.070.010.060.01
Current Ratio3.503.50———
Cash Flow
Free Cash Flow$2.1M$2.1M$17.2M$5.2M$-142000.00
Returns
ROE16.8%16.8%15.7%14.7%15.9%
Valuation
P/E13.7513.7510.339.3310.38
EV/EBITDA5.315.315.005.396.01
P/B1.741.741.621.371.65
Growth & Yield
Revenue Growth12.8%12.8%19.1%13.8%—
EPS Growth18.0%18.0%17.3%-1.0%—
Dividend Yield4.7%4.7%———

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

-2.9%

fácil

EPS terminal req.

$1.32

Spread vs growth

20.9%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$1.59

Spread vs growth

16.0%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$2.57

Spread vs growth

12.1%

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 -10.7%

Total return

-10.7%

Start / end P/E

14.4x → 10.3x

EPS bridge

1.22 → 1.44

Residual

-5.1%

EPS growth+18.0%
Multiple rerating-28.3%
Dividend+4.7%
Residual / FX / buybacks / cross-term-5.1%

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.