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UVSP$39.09-0.89%
Fair $39.09+0.0%

UVSP

Univest Financial Corporation

Financial Services / Banks - RegionalNasdaqGS

$39.09

-0.35 (-0.89%)

Fairly Valued+0.0%Fair Value $39.09Fund rank 38/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 38.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

55/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
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 · UVSPLocal privado en este navegador · Univest Financial Corporation
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

$1.1B

P/E

11.8x

↓

EV/EBITDA

N/A

•

ROE

9.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.35

↑
52-Week Range$39
$28$40

TradingView lightweight chart

UVSP price, volumen y niveles de valoración

Último $39.09Periodo +201.8%
Fair value: $39.09

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+8.0%

FCF CAGR

—

FCF margin

29.5%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $328.1M · net income $90.8M · FCF $96.9M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

27.7%+16.5% pts

FCF margin

29.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$328.1M$328.1M$299.2M$296.8M$296.2M$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$80.7M$85.5M$91.0M$96.4M
Net Income$90.8M$90.8M$75.9M$71.1M$78.1M$91.8M$46.9M$65.7M$50.5M$44.1M$19.5M$27.3M$22.2M$21.2M$20.9M$18.9M$15.8M$10.8M
EPS3.133.132.582.412.643.111.602.241.721.640.841.391.371.281.241.130.950.75
Net Margin27.7%27.7%25.4%24.0%26.4%—————————25.9%22.1%17.3%11.2%
Balance Sheet
Debt/Equity0.350.350.460.590.52——0.220.230.260.250.00———0.020.02—
Cash Flow
Free Cash Flow$96.9M$96.9M$72.0M$83.0M$104.2M—————————————
Returns
ROE9.6%9.6%8.6%8.5%10.1%11.9%6.8%9.7%8.1%7.3%3.9%7.5%7.8%7.6%7.3%6.9%5.9%4.0%
Valuation
P/E11.7711.7711.298.719.78—————————————
P/B1.201.200.970.740.98—————————————
Growth & Yield
Revenue Growth9.6%9.6%0.8%0.2%—————————-100.0%-5.6%-6.1%-5.6%—
EPS Growth21.3%21.3%7.1%-8.7%—94.4%-28.6%30.2%4.9%95.2%-39.6%1.5%7.0%3.2%9.7%18.9%26.7%—
Dividend Yield2.4%2.4%————————————————

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

3.5%

fácil

EPS terminal req.

$3.47

Spread vs growth

17.8%

5Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$4.20

Spread vs growth

15.3%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$6.76

Spread vs growth

13.3%

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 +34.8%

Total return

+34.8%

Start / end P/E

11.4x → 12.5x

EPS bridge

2.58 → 3.13

Residual

+2.0%

EPS growth+21.3%
Multiple rerating+9.2%
Dividend+2.4%
Residual / FX / buybacks / cross-term+2.0%

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.