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TLX.WA$19.40+2.11%
Fair $19.40+0.0%

TLX.WA

Talex S.A.

Technology / Information Technology ServicesWarsaw

$19.40

+0.40 (+2.11%)

Fairly Valued+0.0%Fair Value $19.40Fund rank 31/100 · Data gapFallback financials|
SA 63/B
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $2.8M · quality 55.0/100

Data gap 31/100
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

63/100

B

Piotroski

7/9

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 · TLX.WALocal privado en este navegador · Talex 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

$58M

P/E

13.1x

↓

EV/EBITDA

6.0x

↓

ROE

8.1%

↑

Gross Margin

17.6%

↓

Debt/Equity

0.08

↓
52-Week Range$19
$16$23

TradingView lightweight chart

TLX.WA price, volumen y niveles de valoración

Último $19.40Periodo -35.3%
Fair value: $19.40

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

+17.1%

FCF CAGR

+12.1%

FCF margin

2.1%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $130.9M · net income $4.4M · FCF $2.8M

2022-FY → 2025-FY

Gross margin

17.6%-0.9% pts

Operating margin

4.4%+8.0% pts

Net margin

3.4%+1.2% pts

FCF margin

2.1%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$130.9M$130.9M$72.6M$82.4M$81.6M
Net Income$4.4M$4.4M$882000.00$1.5M$1.7M
EBITDA$9.3M$9.3M$4.4M$6.3M$8.4M
EPS1.481.480.290.500.58
Gross Margin17.6%17.6%24.4%22.4%18.6%
Operating Margin4.4%4.4%0.1%1.5%-3.6%
Net Margin3.4%3.4%1.2%1.8%2.1%
Balance Sheet
Debt/Equity0.080.080.090.170.15
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$2.8M$2.8M$5.2M$-581000.00$2.0M
Returns
ROE8.1%8.1%1.7%2.8%3.4%
Valuation
P/E13.1113.1166.5532.4028.62
EV/EBITDA5.995.9912.628.596.19
P/B1.071.071.140.920.97
Growth & Yield
Revenue Growth80.4%80.4%-12.0%1.0%—
EPS Growth410.3%410.3%-42.0%-13.8%—
Dividend Yield6.2%6.2%———

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

5.2%

razonable

EPS terminal req.

$1.72

Spread vs growth

405.2%

5Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$2.08

Spread vs growth

403.3%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$3.35

Spread vs growth

401.8%

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 -1.4%

Total return

-1.4%

Start / end P/E

72.4x → 13.1x

EPS bridge

0.29 → 1.48

Residual

-336.1%

EPS growth+410.3%
Multiple rerating-81.9%
Dividend+6.2%
Residual / FX / buybacks / cross-term-336.1%

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.