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v0.1
SPIR$20.56-9.98%
Fair $20.56+0.0%

SPIR

Spire Global, Inc.

Industrials / Specialty Business ServicesNYSE

$20.56

-2.28 (-9.98%)

Fairly Valued+0.0%Fair Value $20.56Fund rank 30/100 · Data gapFallback financials|
SA 56/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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-53.7M · quality 69.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

56/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 0unknown: 6
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 · SPIRLocal privado en este navegador · Spire Global, Inc.
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

$796M

P/E

12.9x

↓

EV/EBITDA

8.3x

↓

ROE

45.4%

↑

Gross Margin

40.8%

↑

Debt/Equity

0.12

↓
52-Week Range$21
$7$26

TradingView lightweight chart

SPIR price, volumen y niveles de valoración

Último $20.56Periodo -73.5%
Fair value: $20.56

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

+20.2%

FCF CAGR

—

FCF margin

-129.4%

FCF / Net income

-1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $71.6M · net income $51.3M · FCF $-92.6M

2020-FY → 2025-FY

Gross margin

40.8%-23.1% pts

Operating margin

-121.4%-30.1% pts

Net margin

71.7%+185.8% pts

FCF margin

-129.4%-41.4% pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$71.6M$71.6M$110.5M$97.6M$70.8M$43.4M$28.5M
Net Income$51.3M$51.3M$-103.4M$-77.6M$-99.0M$-38.1M$-32.5M
EBITDA$77.8M$77.8M$-56.3M$-37.5M$-64.1M$-59.3M$-20.5M
EPS1.491.49-4.28-3.96-5.66-4.88-14.80
Gross Margin40.8%40.8%36.1%39.5%24.2%56.8%63.9%
Operating Margin-121.4%-121.4%-59.6%-59.5%-110.7%-156.4%-91.3%
Net Margin71.7%71.7%-93.6%-79.5%-139.9%-87.8%-114.1%
Balance Sheet
Debt/Equity0.120.12-9.143.461.220.27-0.55
Current Ratio0.940.94—————
Cash Flow
Free Cash Flow$-92.6M$-92.6M$-45.0M$-53.7M$-66.7M$-73.4M$-25.1M
Returns
ROE45.4%45.4%884.4%-205.3%-108.6%-20.0%66.7%
Valuation
P/E12.9312.93—————
EV/EBITDA8.298.29—————
P/B5.825.82—3.711.51——
Growth & Yield
Revenue Growth-35.2%-35.2%13.2%37.9%—52.2%—
EPS Growth134.8%134.8%-8.1%30.0%—67.0%—

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

7.0%

razonable

EPS terminal req.

$1.82

Spread vs growth

127.8%

5Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$2.21

Spread vs growth

126.6%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$3.56

Spread vs growth

125.7%

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 +98.1%

Total return

+98.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.28 → 1.49

Residual

+98.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+98.1%

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.