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WLKP$23.18+1.09%
Fair $23.18+0.0%

WLKP

Westlake Chemical Partners LP

Basic Materials / ChemicalsNYSE

$23.18

+0.25 (+1.09%)

Fairly Valued+0.0%Fair Value $23.18Fund rank 30/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $405.2M · quality 40.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

41/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 14Warnings: 0unknown: 14
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 · WLKPLocal privado en este navegador · Westlake Chemical Partners LP
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

$817M

P/E

14.1x

↓

EV/EBITDA

2.9x

↓

ROE

18.8%

↑

Gross Margin

29.8%

↑

Debt/Equity

1.55

↑
52-Week Range$23
$18$24

TradingView lightweight chart

WLKP price, volumen y niveles de valoración

Último $23.18Periodo -24.7%
Fair value: $23.18

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2012–2025 · 13 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

17.3%

FCF / Net income

4.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17B · net income $48.7M · FCF $201.7M

2012-FY → 2025-FY

Gross margin

29.8%— pts

Operating margin

27.4%— pts

Net margin

4.2%— pts

FCF margin

17.3%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Income Statement
Revenue$1.17B$1.17B$1.14B$1.19B$1.59B$188.3M$78.4M$154.2M$1.29B$1.17B$986.7M$1.01B$1.75B——
Net Income$48.7M$48.7M$62.4M$54.3M$64.2M$82.5M$66.2M$61.0M$49.3M$48.7M$40.9M$39.8M$13.6M$546.5M$395.9M
EBITDA$409.0M$409.0M$481.9M$446.5M$470.3M$519.5M$456.1M$457.5M$458.4M$488.4M$464.7M$440.5M$794.2M——
EPS1.381.381.771.541.82——————————
Gross Margin29.8%29.8%36.9%32.5%23.7%234.6%483.1%246.0%29.3%34.4%39.7%38.0%42.6%——
Operating Margin27.4%27.4%34.4%30.0%21.8%218.1%450.1%227.0%27.2%31.9%37.1%35.7%41.0%——
Net Margin4.2%4.2%5.5%4.6%4.0%43.8%84.4%39.5%3.8%4.1%4.1%4.0%0.8%——
Balance Sheet
Debt/Equity1.551.551.451.431.37——————————
Current Ratio3.653.65—————————————
Cash Flow
Free Cash Flow$201.7M$201.7M$436.0M$405.2M$409.6M$327.3M$336.4M$407.1M$396.3M$468.5M$-11.9M$221.4M$401.2M——
Returns
ROE18.8%18.8%22.6%19.4%22.0%——————————
Valuation
P/E14.1314.1312.9714.1812.94——————————
EV/EBITDA2.872.872.392.492.48——————————
P/B3.163.162.932.752.84——————————
Growth & Yield
Revenue Growth2.7%2.7%-4.6%-25.3%—140.1%-49.2%-88.0%9.6%18.9%-2.0%-42.4%———
EPS Growth-22.0%-22.0%14.9%-15.4%———————————
Dividend Yield8.2%8.2%—————————————

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

14.2%

razonable

EPS terminal req.

$2.06

Spread vs growth

-36.3%

5Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$2.49

Spread vs growth

-34.6%

10Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$4.01

Spread vs growth

-33.3%

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 +13.0%

Total return

+13.0%

Start / end P/E

12.5x → 16.8x

EPS bridge

1.77 → 1.38

Residual

-7.6%

EPS growth-22.0%
Multiple rerating+34.4%
Dividend+8.2%
Residual / FX / buybacks / cross-term-7.6%

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.