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v0.1
VLE.TO$11.16+3.14%
Fair $11.16+0.0%

VLE.TO

Valeura Energy Inc.

Energy / Oil & Gas E&PToronto

$11.16

+0.34 (+3.14%)

Fairly Valued+0.0%Fair Value $11.16Fund rank 30/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
Low 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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $92.0M · quality 53.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

48/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.2%, below the 5% threshold
Thesis & Journal · VLE.TOLocal privado en este navegador · Valeura Energy Inc.
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

$1.2B

P/E

62.0x

↑

EV/EBITDA

3.7x

↓

ROE

4.2%

↑

Gross Margin

53.2%

↑

Debt/Equity

0.17

↓
52-Week Range$11
$6$16

TradingView lightweight chart

VLE.TO price, volumen y niveles de valoración

Último $11.16Periodo +123.2%
Fair value: $11.16

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

15.5%

FCF / Net income

4.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $594.4M · net income $22.8M · FCF $92.0M

2022-FY → 2025-FY

Gross margin

53.2%— pts

Operating margin

9.7%— pts

Net margin

3.8%— pts

FCF margin

15.5%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$594.4M$594.4M$678.8M$493.5M—
Net Income$22.8M$22.8M$240.8M$245.0M$-12.5M
EBITDA$275.6M$275.6M$337.7M$421.1M$-13.6M
EPS0.210.212.212.34-0.14
Gross Margin53.2%53.2%58.8%60.4%—
Operating Margin9.7%9.7%20.5%11.9%—
Net Margin3.8%3.8%35.5%49.7%—
Balance Sheet
Debt/Equity0.170.170.140.260.43
Current Ratio2.122.12———
Cash Flow
Free Cash Flow$92.0M$92.0M$149.9M$-83.3M$-18.0M
Returns
ROE4.2%4.2%45.6%86.2%-48.0%
Valuation
P/E62.0062.003.311.18—
EV/EBITDA3.733.731.880.54—
P/B2.242.241.511.017.48
Growth & Yield
Revenue Growth-12.4%-12.4%37.6%——
EPS Growth-90.5%-90.5%-5.6%1771.4%—

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

67.7%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

-158.2%

5Y implied EPS CAGR

41.7%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

-132.2%

10Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$1.93

Spread vs growth

-115.3%

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 +69.1%

Total return

+69.1%

Start / end P/E

3.0x → 53.1x

EPS bridge

2.21 → 0.21

Residual

-1519.9%

EPS growth-90.5%
Multiple rerating+1679.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1519.9%

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.