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TSU.TO$40.71-0.51%
Fair $40.71+0.0%

TSU.TO

Trisura Group Ltd.

Financial Services / Insurance - SpecialtyToronto

$40.71

-0.21 (-0.51%)

Fairly Valued+0.0%Fair Value $40.71Fund rank 38/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9

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 52.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

51/100

C

Piotroski

6/9

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 · TSU.TOLocal privado en este navegador · Trisura Group Ltd.
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

$1.9B

P/E

13.1x

↑

EV/EBITDA

N/A

•

ROE

15.4%

↑

Gross Margin

N/A

•

Debt/Equity

0.17

↓
52-Week Range$41
$36$51

TradingView lightweight chart

TSU.TO price, volumen y niveles de valoración

Último $40.71Periodo +513.3%
Fair value: $40.71

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

+18.6%

FCF CAGR

+36.4%

FCF margin

43.5%

FCF / Net income

2.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $868.0M · net income $142.2M · FCF $377.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

16.4%+11.1% pts

FCF margin

43.5%+14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$868.0M$868.0M$778.8M$711.3M$520.8M
Net Income$142.2M$142.2M$118.9M$66.9M$27.8M
EPS2.932.932.501.420.63
Net Margin16.4%16.4%15.3%9.4%5.3%
Balance Sheet
Debt/Equity0.170.170.140.140.18
Current Ratio15.3815.38———
Cash Flow
Free Cash Flow$377.7M$377.7M$115.9M$257.2M$148.8M
Returns
ROE15.4%15.4%15.1%10.8%5.6%
Valuation
P/E13.1313.1315.4524.5270.51
P/B2.142.142.342.663.98
Growth & Yield
Revenue Growth11.4%11.4%9.5%36.6%—
EPS Growth17.3%17.3%75.9%125.4%—

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

7.2%

razonable

EPS terminal req.

$3.61

Spread vs growth

10.1%

5Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$4.37

Spread vs growth

9.0%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$7.04

Spread vs growth

8.2%

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 +0.7%

Total return

+0.7%

Start / end P/E

16.2x → 13.9x

EPS bridge

2.50 → 2.93

Residual

-2.5%

EPS growth+17.3%
Multiple rerating-14.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.5%

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.