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TWC.TO$24.80-1.59%
Fair $24.80+0.0%

TWC.TO

TWC Enterprises Limited

Consumer Cyclical / LeisureToronto

$24.80

-0.40 (-1.59%)

Fairly Valued+0.0%Fair Value $24.80Fund rank 32/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 25%

FCF escenarios

weak_data · normalized FCF $38.7M · quality 63.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

60/100

B

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · TWC.TOLocal privado en este navegador · TWC Enterprises Limited
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

$599M

P/E

9.9x

↓

EV/EBITDA

9.8x

↑

ROE

9.2%

↑

Gross Margin

78.4%

↑

Debt/Equity

0.05

↓
52-Week Range$25
$0$25

TradingView lightweight chart

TWC.TO price, volumen y niveles de valoración

Último $24.80Periodo +454.4%
Fair value: $24.80

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

+6.8%

FCF CAGR

—

FCF margin

16.7%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $232.4M · net income $55.6M · FCF $38.7M

2022-FY → 2025-FY

Gross margin

78.4%-3.3% pts

Operating margin

20.1%+1.7% pts

Net margin

23.9%+14.2% pts

FCF margin

16.7%+17.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$232.4M$232.4M$246.1M$230.5M$190.8M
Net Income$55.6M$55.6M$40.6M$22.0M$18.7M
EBITDA$59.8M$59.8M$71.4M$47.9M$53.3M
EPS2.292.291.660.900.76
Gross Margin78.4%78.4%64.5%65.4%81.6%
Operating Margin20.1%20.1%13.9%13.2%18.4%
Net Margin23.9%23.9%16.5%9.6%9.8%
Balance Sheet
Debt/Equity0.050.050.050.120.17
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$38.7M$38.7M$62.6M$23.0M$-1.1M
Returns
ROE9.2%9.2%7.1%4.2%3.6%
Valuation
P/E9.929.9210.9618.5423.12
EV/EBITDA9.809.805.868.778.88
P/B0.990.990.780.770.84
Growth & Yield
Revenue Growth-5.6%-5.6%6.8%20.8%—
EPS Growth38.0%38.0%84.4%18.4%—
Dividend Yield1.6%1.6%———

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

-1.3%

fácil

EPS terminal req.

$2.20

Spread vs growth

39.3%

5Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$2.66

Spread vs growth

34.9%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$4.29

Spread vs growth

31.5%

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 +31.8%

Total return

+31.8%

Start / end P/E

11.5x → 10.8x

EPS bridge

1.66 → 2.29

Residual

-2.1%

EPS growth+38.0%
Multiple rerating-5.6%
Dividend+1.6%
Residual / FX / buybacks / cross-term-2.1%

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.