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v0.1
VRDS.TA$4991.00-2.14%
Fair $4991.00+0.0%

VRDS.TA

Veridis Environment Ltd

Industrials / Waste ManagementTel Aviv

$4991.00

-109.00 (-2.14%)

Fairly Valued+0.0%Fair Value $4991.00Fund rank 27/100 · Data gapFallback financials|
SA 51/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $249.4M · quality 43.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

51/100

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 · VRDS.TALocal privado en este navegador · Veridis Environment 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

$7.7B

P/E

23.0x

↑

EV/EBITDA

919.6x

↑

ROE

10.4%

↑

Gross Margin

11.8%

↓

Debt/Equity

1.26

↑
52-Week Range$4991
$2090$5374

TradingView lightweight chart

VRDS.TA price, volumen y niveles de valoración

Último $4,991Periodo +31.6%
Fair value: $4,991

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

+35.2%

FCF CAGR

+17.4%

FCF margin

10.0%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.61B · net income $206.6M · FCF $261.9M

2022-FY → 2025-FY

Gross margin

11.8%-3.1% pts

Operating margin

3.4%-5.9% pts

Net margin

7.9%-5.6% pts

FCF margin

10.0%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.61B$2.61B$2.73B$2.54B$1.05B
Net Income$206.6M$206.6M$-18.5M$-81.4M$142.1M
EBITDA$790.4M$790.4M$502.1M$384.0M$312.1M
EPS——-0.13-0.601.34
Gross Margin11.8%11.8%12.3%10.3%14.9%
Operating Margin3.4%3.4%2.9%0.6%9.3%
Net Margin7.9%7.9%-0.7%-3.2%13.5%
Balance Sheet
Debt/Equity1.261.261.581.570.58
Current Ratio1.001.00———
Cash Flow
Free Cash Flow$261.9M$261.9M$17.4M$249.4M$161.9M
Returns
ROE10.4%10.4%-1.1%-4.6%15.9%
Valuation
P/E23.0023.00——2135.82
EV/EBITDA919.61919.61698.65770.35974.14
P/B365.05365.05198.16166.03340.46
Growth & Yield
Revenue Growth-4.5%-4.5%7.6%140.8%—
EPS Growth——78.3%-144.8%—

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 +112.4%

Total return

+112.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → n/d

Residual

+112.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+112.4%

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.