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Recent

v0.1
VLN$3.35-5.10%
Fair $3.35+0.0%

VLN

Valens Semiconductor Ltd.

Technology / SemiconductorsNYSE

$3.35

-0.18 (-5.10%)

Fairly Valued+0.0%Fair Value $3.35Fund rank 29/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-7.5M · quality 62.0/100

Data gap 29/100
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

35/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -30.1%, below the 5% threshold
Thesis & Journal · VLNLocal privado en este navegador · Valens Semiconductor 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

$354M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-30.1%

↓

Gross Margin

62.4%

↑

Debt/Equity

0.08

↓
52-Week Range$3
$1$4

TradingView lightweight chart

VLN price, volumen y niveles de valoración

Último $3.350Periodo -54.7%
Fair value: $3.350

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

-8.0%

FCF CAGR

—

FCF margin

-19.5%

FCF / Net income

0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.6M · net income $-31.6M · FCF $-13.8M

2022-FY → 2025-FY

Gross margin

62.4%-7.5% pts

Operating margin

-48.5%-17.2% pts

Net margin

-44.7%-14.2% pts

FCF margin

-19.5%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.6M$70.6M$57.9M$84.2M$90.7M
Net Income$-31.6M$-31.6M$-36.6M$-19.7M$-27.7M
EBITDA$-28.3M$-28.3M$-33.9M$-25.3M$-27.0M
EPS-0.31-0.31-0.35-0.19-0.28
Gross Margin62.4%62.4%59.2%62.5%69.9%
Operating Margin-48.5%-48.5%-70.8%-32.0%-31.3%
Net Margin-44.7%-44.7%-63.2%-23.4%-30.5%
Balance Sheet
Debt/Equity0.080.080.050.010.02
Current Ratio5.215.21———
Cash Flow
Free Cash Flow$-13.8M$-13.8M$-848000.00$-7.5M$-23.2M
Returns
ROE-30.1%-30.1%-25.6%-12.0%-16.5%
Valuation
P/B3.293.292.101.502.92
Growth & Yield
Revenue Growth22.1%22.1%-31.3%-7.2%—
EPS Growth11.4%11.4%-84.2%32.1%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +49.6%

Total return

+49.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.35 → -0.31

Residual

+49.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+49.6%

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.