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SPH.WA$7.56+0.00%
Fair $7.56+0.0%

SPH.WA

Sopharma AD

Healthcare / Medical DistributionWarsaw

$7.56

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $7.56Fund rank 24/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $-44.7M · quality 39.7/100

Data gap 24/100
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

44/100

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: 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 · SPH.WALocal privado en este navegador · Sopharma AD
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

$4.0B

P/E

6.1x

↓

EV/EBITDA

12.1x

↓

ROE

13.6%

↑

Gross Margin

23.4%

↓

Debt/Equity

0.65

↑
52-Week Range$8
$6$16

TradingView lightweight chart

SPH.WA price, volumen y niveles de valoración

Último $7.300Periodo -2.7%
Fair value: $7.560

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

+16.2%

FCF CAGR

—

FCF margin

-4.8%

FCF / Net income

-0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.61B · net income $129.2M · FCF $-124.2M

2022-FY → 2025-FY

Gross margin

23.4%+1.9% pts

Operating margin

5.6%+0.3% pts

Net margin

4.9%+0.7% pts

FCF margin

-4.8%-10.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.61B$2.61B$2.13B$1.88B$1.66B
Net Income$129.2M$129.2M$76.3M$96.0M$71.1M
EBITDA$258.9M$258.9M$165.9M$178.2M$143.3M
EPS0.380.380.460.690.57
Gross Margin23.4%23.4%21.3%21.7%21.4%
Operating Margin5.6%5.6%4.1%5.2%5.3%
Net Margin4.9%4.9%3.6%5.1%4.3%
Balance Sheet
Debt/Equity0.650.650.590.480.38
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-124.2M$-124.2M$-44.7M$1.7M$86.4M
Returns
ROE13.6%13.6%9.3%13.0%10.1%
Valuation
P/E6.106.1026.6323.0418.25
EV/EBITDA12.1212.1214.8513.5810.77
P/B2.742.742.472.981.84
Growth & Yield
Revenue Growth22.6%22.6%13.5%12.8%—
EPS Growth-17.4%-17.4%-33.3%21.1%—
Dividend Yield5.1%5.1%———

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

20.9%

exigente

EPS terminal req.

$0.67

Spread vs growth

-38.2%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$0.81

Spread vs growth

-33.8%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$1.31

Spread vs growth

-30.5%

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 -36.2%

Total return

-36.2%

Start / end P/E

27.1x → 19.2x

EPS bridge

0.46 → 0.38

Residual

+5.0%

EPS growth-17.4%
Multiple rerating-29.0%
Dividend+5.1%
Residual / FX / buybacks / cross-term+5.0%

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.