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TWM.TO$17.34+4.14%
Fair $17.34+0.0%

TWM.TO

Tidewater Midstream and Infrastructure Ltd.

Energy / Oil & Gas MidstreamToronto

$17.34

+0.69 (+4.14%)

Fairly Valued+0.0%Fair Value $17.34Fund rank 18/100 · Data gapFallback financials|
SA 25/D
F-Score: 2/9
High DebtDeclining RevenueLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-78.4M · quality 15.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

25/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Debt-to-Equity ratio is 3.15, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -61.6%, below the 5% threshold
Thesis & Journal · TWM.TOLocal privado en este navegador · Tidewater Midstream and Infrastructure 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

$379M

P/E

N/A

•

EV/EBITDA

65.8x

↑

ROE

-61.6%

↓

Gross Margin

-1.6%

↓

Debt/Equity

3.15

↑
52-Week Range$17
$4$18

TradingView lightweight chart

TWM.TO price, volumen y niveles de valoración

Último $17.34Periodo -44.1%
Fair value: $17.34

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

-22.9%

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

-0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.32B · net income $-112.2M · FCF $34.6M

2022-FY → 2025-FY

Gross margin

-1.6%-6.7% pts

Operating margin

-3.4%-6.7% pts

Net margin

-8.5%-8.8% pts

FCF margin

2.6%+6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.32B$1.32B$1.64B$2.21B$2.88B
Net Income$-112.2M$-112.2M$-26.6M$-385.9M$8.5M
EBITDA$14.4M$14.4M$147.5M$-254.5M$180.0M
EPS-5.19-5.19-1.24-18.200.40
Gross Margin-1.6%-1.6%6.5%2.7%5.1%
Operating Margin-3.4%-3.4%4.5%0.5%3.4%
Net Margin-8.5%-8.5%-1.6%-17.5%0.3%
Balance Sheet
Debt/Equity3.153.151.972.471.30
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$34.6M$34.6M$-78.4M$-155.1M$-106.4M
Returns
ROE-61.6%-61.6%-9.2%-124.2%1.2%
Valuation
P/E————49.50
EV/EBITDA65.8465.844.32—7.09
P/B2.062.060.221.400.54
Growth & Yield
Revenue Growth-19.6%-19.6%-25.7%-23.2%—
EPS Growth-318.5%-318.5%93.2%-4650.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +333.5%

Total return

+333.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.24 → -5.19

Residual

+333.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+333.5%

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.