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USA.L$362.90+2.23%
Fair $362.90+0.0%

USA.L

Baillie Gifford US Growth Ord

Unknown / UnknownLSE

$362.90

+7.90 (+2.23%)

Fairly Valued+0.0%Fair Value $362.90Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-5.8M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

45/100

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: 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 · USA.LLocal privado en este navegador · Baillie Gifford US Growth Ord
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

$1.0B

P/E

18.1x

↑

EV/EBITDA

N/A

•

ROE

18.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.05

↓
52-Week Range$363
$237$363

TradingView lightweight chart

USA.L price, volumen y niveles de valoración

Último $362.90Periodo +261.1%
Fair value: $362.90

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

—

FCF CAGR

—

FCF margin

-5.4%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $136.7M · net income $135.4M · FCF $-7.4M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

99.0%-1.2% pts

FCF margin

-5.4%-7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$136.7M$136.7M$90.7M$-14.8M$-322.2M
Net Income$135.4M$135.4M$89.9M$-15.6M$-322.9M
EPS0.470.470.30-0.05-1.05
Net Margin99.0%99.0%99.1%105.0%100.2%
Balance Sheet
Debt/Equity0.050.050.060.070.07
Cash Flow
Free Cash Flow$-7.4M$-7.4M$-5.8M$-5.0M$-6.2M
Returns
ROE18.2%18.2%14.0%-2.7%-55.3%
Valuation
P/E18.1418.14664.19——
P/B140.60140.6092.7282.4387.08
Growth & Yield
Revenue Growth50.7%50.7%710.7%95.4%—
EPS Growth58.4%58.4%680.4%95.1%—

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

309.3%

muy exigente

EPS terminal req.

$32.20

Spread vs growth

-250.9%

5Y implied EPS CAGR

142.0%

muy exigente

EPS terminal req.

$38.96

Spread vs growth

-83.6%

10Y implied EPS CAGR

63.1%

muy exigente

EPS terminal req.

$62.75

Spread vs growth

-4.8%

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 +47.2%

Total return

+47.2%

Start / end P/E

831.1x → 772.6x

EPS bridge

0.30 → 0.47

Residual

-4.1%

EPS growth+58.4%
Multiple rerating-7.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.1%

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.