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TITN$21.88+0.27%
Fair $122.38+459.3%

TITN

Titan Machinery Inc.

Industrials / Industrial DistributionNasdaqGS

$21.88

+0.06 (+0.27%)

Significantly Undervalued+459.3%Fair Value $122.38Fund rank 25/100 · PassSEC 17/17 yrs|
SA 47/C
F-Score: 4/9
Declining RevenueMargin CompressionLow Profitability

FCF base 3Y

$8.84

-26.1% CAGR · yield 9.7%

FCF base 5Y

$9.32

-15.7% base · -6.9% expected

Precio de entrada

$3.81

MOS 28% · confianza 46%

FCF escenarios

modelled · normalized FCF $18.4M · quality 39.7/100

Pass 25/100
Bear 5Y$3.95-29.0%
Base 5Y$9.32-15.7%
Bull 5Y$38.76+12.1%
Return 6/100Downside 2/100Model quality 9/100Data QA 68/100

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

47/100

C

Piotroski

4/9

balance/quality

Valuation

100/100

+459.3% upside

5Y CAGR

-6.9%

23/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 17Warnings: 3sec-companyfacts: 17
Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -9.4%, below the 5% threshold
Thesis & Journal · TITNLocal privado en este navegador · Titan Machinery 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

$510M

P/E

N/A

•

EV/EBITDA

36.8x

↑

ROE

-9.4%

↓

Gross Margin

15.8%

↓

Debt/Equity

0.31

↓
52-Week Range$22
$13$22
EV/EBITDA Historical36.8x

TradingView lightweight chart

TITN price, volumen y niveles de valoración

Último $21.88Periodo +117.1%
Buy zone: $3.810Bear 5Y: $3.950Fair value: $122.38Base 5Y: $9.320Bull 5Y: $38.76

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2026 · 16 años de histórico normalizado

Revenue CAGR

+6.9%

FCF CAGR

—

FCF margin

4.7%

FCF / Net income

-2.12x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $2.43B · net income $-54.2M · FCF $115.1M

2010-FY → 2026-FY

Gross margin

15.8%-1.1% pts

Operating margin

-0.3%-4.1% pts

Net margin

-2.2%-4.1% pts

FCF margin

4.7%— pts
SEC-backed annual metrics active for 2026, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2026SEC
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
Income Statement
Revenue$2.43B$2.43B$2.70B$2.76B$2.21B$1.71B$1.41B$1.31B$1.26B$1.19B$1.20B$1.37B$1.90B$2.23B$2.20B$1.66B$1.09B$838.8M
Net Income$-54.2M$-54.2M$-36.9M$112.4M$101.9M$66.0M$19.4M$14.0M$12.2M$-7.0M$-14.2M$-37.9M$-32.2M$8.9M$42.5M$44.2M$22.3M$15.7M
EBITDA$35.2M$35.2M$42.6M$203.6M$167.4M$112.3M$61.1M$49.4M$51.1M$26.0M$24.5M$5.4M$32.5M$77.7M$115.3M$96.9M$53.0M$40.0M
EPS-2.38-2.38-1.634.934.492.920.860.630.55-0.32-0.65-1.76-1.510.412.002.181.230.88
Gross Margin15.8%15.8%14.6%19.3%19.9%19.4%18.5%19.2%18.4%18.1%17.8%15.1%16.2%15.6%15.4%16.6%15.9%16.8%
Operating Margin-0.3%-0.3%0.1%6.1%6.3%5.3%2.7%1.6%2.2%0.1%-0.2%-1.7%0.0%2.1%4.2%4.9%4.0%3.8%
Net Margin-2.2%-2.2%-1.4%4.1%4.6%3.9%1.4%1.1%1.0%-0.6%-1.2%-2.8%-1.7%0.4%1.9%2.7%2.0%1.9%
Balance Sheet
Debt/Equity0.310.310.270.180.180.190.14———————————
Current Ratio1.411.41————————————————
Cash Flow
Free Cash Flow$115.1M$115.1M$18.4M$-94.6M$-26.4M——$-9.8M$40.3M—————————
Returns
ROE-9.4%-9.4%-6.0%17.1%19.0%15.2%5.6%4.0%3.6%-2.2%-4.4%-11.2%-8.5%2.2%10.7%13.1%10.4%—
Valuation
P/E———4.334.767.3224.8433.9038.84————52.1010.689.8017.3724.27
EV/EBITDA36.7636.7632.938.118.42—————————————
P/B0.840.840.790.730.891.091.371.361.391.431.421.341.191.101.131.281.792.00
Growth & Yield
Revenue Growth-10.2%-10.2%-2.0%24.9%29.1%21.3%8.1%3.5%5.8%-0.8%-12.1%-28.0%-14.7%1.3%32.5%51.6%30.5%—
EPS Growth-46.0%-46.0%-133.1%9.8%53.8%239.5%36.5%14.5%271.9%50.8%63.1%-16.6%-468.3%-79.5%-8.3%77.2%39.8%—

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 +17.1%

Total return

+17.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.63 → -2.38

Residual

+17.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+17.1%

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.

8.1x
36.8x
EV/EBITDA vs Sector36.8x
5.0xmed 9.9x55.1x