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TRANSI.RO$0.62-0.96%
Fair $0.62+0.0%

TRANSI.RO

Transilvania Investments Alliance S.A.

Financial Services / Asset ManagementBVB

$0.62

-0.01 (-0.96%)

Fairly Valued+0.0%Fair Value $0.62Fund rank 27/100 · Data gapFallback financials|
SA 61/B
F-Score: 5/9

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 27.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

61/100

B

Piotroski

5/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · TRANSI.ROLocal privado en este navegador · Transilvania Investments Alliance 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

$1.2B

P/E

7.7x

↓

EV/EBITDA

5.5x

↓

ROE

9.0%

↑

Gross Margin

89.7%

↑

Debt/Equity

0.00

↓
52-Week Range$1
$0$1

TradingView lightweight chart

TRANSI.RO price, volumen y niveles de valoración

Último $0.616Periodo -17.9%
Fair value: $0.616

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

+26.9%

FCF CAGR

+161.5%

FCF margin

67.4%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $241.1M · net income $206.0M · FCF $162.5M

2022-FY → 2025-FY

Gross margin

89.7%+3.7% pts

Operating margin

84.1%+31.0% pts

Net margin

85.4%+31.4% pts

FCF margin

67.4%+59.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$241.1M$241.1M$80.4M$123.6M$117.9M
Net Income$206.0M$206.0M$48.0M$237.0M$63.7M
EBITDA$205.7M$205.7M$49.9M$253.7M$65.5M
EPS——0.020.110.03
Gross Margin89.7%89.7%71.9%84.7%86.0%
Operating Margin84.1%84.1%59.4%201.6%53.1%
Net Margin85.4%85.4%59.7%191.8%54.1%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio17.2717.27———
Cash Flow
Free Cash Flow$162.5M$162.5M$-4.4M$35.5M$9.1M
Returns
ROE9.0%9.0%2.6%13.7%4.7%
Valuation
P/E7.707.7016.492.969.43
EV/EBITDA5.505.5015.542.548.50
P/B0.530.530.430.410.44
Growth & Yield
Revenue Growth199.8%199.8%-34.9%4.8%—
EPS Growth——-79.4%271.6%—
Dividend Yield2.7%2.7%———

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 +73.8%

Total return

+73.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → n/d

Residual

+71.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term+71.1%

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.