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v0.1
TRN.WA$13.05-4.74%
Fair $13.05+0.0%

TRN.WA

Trans Polonia S.A.

Industrials / TruckingWarsaw

$13.05

-0.65 (-4.74%)

Fairly Valued+0.0%Fair Value $13.05Fund rank 37/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
Low Profitability

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $17.3M · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

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: 1unknown: 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. ROE is 1.8%, below the 5% threshold
Thesis & Journal · TRN.WALocal privado en este navegador · Trans Polonia 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

$245M

P/E

93.2x

↑

EV/EBITDA

10.0x

↑

ROE

1.8%

↓

Gross Margin

6.9%

↓

Debt/Equity

0.48

↑
52-Week Range$13
$3$28

TradingView lightweight chart

TRN.WA price, volumen y niveles de valoración

Último $13.05Periodo +54.4%
Fair value: $13.05

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+22.5%

FCF CAGR

+45.8%

FCF margin

9.5%

FCF / Net income

8.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $221.2M · net income $2.5M · FCF $20.9M

2021-FY → 2024-FY

Gross margin

6.9%-3.0% pts

Operating margin

0.4%+0.1% pts

Net margin

1.2%-21.6% pts

FCF margin

9.5%+3.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$221.2M$221.2M$205.5M$195.6M$120.3M
Net Income$2.5M$2.5M$6.2M$6.5M$27.4M
EBITDA$26.9M$26.9M$29.2M$25.5M$15.8M
EPS0.140.140.330.351.46
Gross Margin6.9%6.9%7.5%9.9%9.8%
Operating Margin0.4%0.4%0.6%3.2%0.3%
Net Margin1.2%1.2%3.0%3.3%22.8%
Balance Sheet
Debt/Equity0.480.480.490.380.32
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$20.9M$20.9M$17.3M$10.1M$6.7M
Returns
ROE1.8%1.8%4.4%4.5%19.5%
Valuation
P/E93.2193.2111.218.832.60
EV/EBITDA10.0310.033.422.352.95
P/B1.741.740.490.400.51
Growth & Yield
Revenue Growth7.6%7.6%5.1%62.6%—
EPS Growth-57.6%-57.6%-5.7%-76.0%—

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

102.2%

muy exigente

EPS terminal req.

$1.16

Spread vs growth

-159.8%

5Y implied EPS CAGR

58.5%

muy exigente

EPS terminal req.

$1.40

Spread vs growth

-116.1%

10Y implied EPS CAGR

32.0%

muy exigente

EPS terminal req.

$2.26

Spread vs growth

-89.6%

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 +301.5%

Total return

+301.5%

Start / end P/E

9.8x → 93.2x

EPS bridge

0.33 → 0.14

Residual

-487.4%

EPS growth-57.6%
Multiple rerating+846.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-487.4%

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.