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v0.1
VMET$13.48-0.22%
Fair $13.48+0.0%

VMET

Versamet Royalties Corporation

Basic Materials / Other Precious Metals & MiningNasdaqCM

$13.48

-0.03 (-0.22%)

Fairly Valued+0.0%Fair Value $13.48Fund rank 29/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.4M · quality 55.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

37/100

D

Piotroski

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · VMETLocal privado en este navegador · Versamet Royalties 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

$1.5B

P/E

43.5x

↑

EV/EBITDA

30.3x

↑

ROE

8.7%

↑

Gross Margin

38.8%

↑

Debt/Equity

0.73

↑
52-Week Range$13
$9$15

TradingView lightweight chart

VMET price, volumen y niveles de valoración

Último $13.48Periodo +35.2%
Fair value: $13.48

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

48.7%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.8M · net income $20.3M · FCF $16.9M

2022-FY → 2025-FY

Gross margin

38.8%— pts

Operating margin

16.8%— pts

Net margin

58.5%— pts

FCF margin

48.7%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.8M$34.8M$12.0M$3.1M—
Net Income$20.3M$20.3M$-2.4M$-3.1M—
EBITDA$47.9M$47.9M$3.5M$406198.00—
EPS0.210.21-0.03-0.03—
Gross Margin38.8%38.8%9.9%26.8%—
Operating Margin16.8%16.8%-36.0%-82.9%—
Net Margin58.5%58.5%-20.4%-99.5%—
Balance Sheet
Debt/Equity0.730.730.060.350.24
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$16.9M$16.9M$7.4M$621273.00—
Returns
ROE8.7%8.7%-1.2%-2.7%—
Valuation
P/E43.4843.48———
EV/EBITDA30.3430.34———
P/B5.505.50———
Growth & Yield
Revenue Growth189.1%189.1%283.0%——
EPS Growth896.4%896.4%21.6%——

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

78.6%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

817.8%

5Y implied EPS CAGR

47.1%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

849.3%

10Y implied EPS CAGR

27.2%

muy exigente

EPS terminal req.

$2.33

Spread vs growth

869.2%

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 · available periodreconcilia total +35.2%

Total return

+35.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → 0.21

Residual

+35.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+35.2%

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.