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WBI$30.01+3.63%
Fair $30.01+0.0%

WBI

WaterBridge Infrastructure LLC

Energy / Oil & Gas Equipment & ServicesNYSE

$30.01

+1.05 (+3.63%)

Fairly Valued+0.0%Fair Value $30.01Fund rank 22/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
High DebtLow 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 17%

FCF escenarios

weak_data · normalized FCF $-99.5M · quality 42.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

26/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 2unknown: 3
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. Debt-to-Equity ratio is 2.41, above the 2.0 threshold ROE is 2.0%, below the 5% threshold
Thesis & Journal · WBILocal privado en este navegador · WaterBridge Infrastructure LLC
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

$1.4B

P/E

428.7x

↑

EV/EBITDA

12.8x

↑

ROE

2.0%

↓

Gross Margin

27.1%

↑

Debt/Equity

2.41

↑
52-Week Range$30
$19$32

TradingView lightweight chart

WBI price, volumen y niveles de valoración

Último $30.01Periodo +31.4%
Fair value: $30.01

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+61.8%

FCF CAGR

—

FCF margin

-22.6%

FCF / Net income

-10.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $525.6M · net income $11.9M · FCF $-118.9M

2023-FY → 2025-FY

Gross margin

27.1%-0.5% pts

Operating margin

17.3%-2.9% pts

Net margin

2.3%-5.0% pts

FCF margin

-22.6%+26.9% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$525.6M$525.6M$316.3M$200.8M
Net Income$11.9M$11.9M$3.0M$14.7M
EBITDA$210.6M$210.6M$136.7M$90.7M
EPS-0.10-0.100.080.38
Gross Margin27.1%27.1%28.0%27.5%
Operating Margin17.3%17.3%17.8%20.2%
Net Margin2.3%2.3%0.9%7.3%
Balance Sheet
Debt/Equity2.412.410.90—
Current Ratio1.301.30——
Cash Flow
Free Cash Flow$-118.9M$-118.9M$-86.1M$-99.5M
Returns
ROE2.0%2.0%0.5%—
Valuation
P/E428.71428.71——
EV/EBITDA12.8112.81——
P/B2.162.16——
Growth & Yield
Revenue Growth66.2%66.2%57.5%—
EPS Growth-229.8%-229.8%-79.6%—
Dividend Yield0.3%0.3%——

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 · available periodreconcilia total +31.8%

Total return

+31.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.08 → -0.10

Residual

+31.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+31.4%

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.