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v0.1
SPMC$11.46+1.87%
Fair $11.46+0.0%

SPMC

Sound Point Meridian Capital, Inc.

Financial Services / Asset ManagementNYSE

$11.46

+0.21 (+1.87%)

Fairly Valued+0.0%Fair Value $11.46Fund rank 27/100 · Data gapFallback financials|
SA 22/D
F-Score: 2/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

22/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 1unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is -63.5%, below the 5% threshold
Thesis & Journal · SPMCLocal privado en este navegador · Sound Point Meridian Capital, 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

$236M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-63.5%

↓

Gross Margin

N/A

•

Debt/Equity

0.30

↓
52-Week Range$11
$8$19

TradingView lightweight chart

SPMC price, volumen y niveles de valoración

Último $11.46Periodo -42.7%
Fair value: $11.46

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-5.5%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $-122.0M · net income $-126.2M · FCF $6.7M

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

103.5%+4.7% pts

FCF margin

-5.5%+159.7% pts
MetricTTM
2026
2023
Income Statement
Revenue$-122.0M$-122.0M$64.4M
Net Income$-126.2M$-126.2M$63.6M
Net Margin103.5%103.5%98.8%
Balance Sheet
Debt/Equity0.300.30—
Current Ratio0.030.03—
Cash Flow
Free Cash Flow$6.7M$6.7M$-106.4M
Returns
ROE-63.5%-63.5%21.6%
Valuation
P/B1.191.19—
Growth & Yield
Revenue Growth-289.4%-289.4%—
Dividend Yield21.5%21.5%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -15.9%

Total return

-15.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-37.4%

EPS growthn/d
Multiple reratingn/d
Dividend+21.5%
Residual / FX / buybacks / cross-term-37.4%

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.