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WNC$9.71+8.61%
Fair $9.71+0.0%

WNC

Wabash National Corporation

Industrials / Farm & Heavy Construction MachineryNYSE

$9.71

+0.77 (+8.61%)

Fairly Valued+0.0%Fair Value $9.71Fund rank 21/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Declining Revenue

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 $45.1M · quality 26.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

44/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
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. Revenue has declined for 2 consecutive years
Thesis & Journal · WNCLocal privado en este navegador · Wabash National 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

$395M

P/E

1.9x

↓

EV/EBITDA

2.3x

↓

ROE

57.6%

↑

Gross Margin

4.5%

↓

Debt/Equity

1.24

↑
52-Week Range$10
$7$13

TradingView lightweight chart

WNC price, volumen y niveles de valoración

Último $9.710Periodo -31.6%
Fair value: $9.710

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+10.0%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.54B · net income $211.5M · FCF $-13.0M

2009-FY → 2025-FY

Gross margin

4.5%+11.3% pts

Operating margin

20.8%+40.4% pts

Net margin

13.7%+43.8% pts

FCF margin

-0.8%+1.5% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$1.54B$1.54B$1.95B$2.54B$2.50B$1.80B$1.48B$2.32B$2.27B$1.77B$1.85B$2.03B$1.86B$1.64B$1.46B$1.19B$640.4M$337.8M
Net Income$211.5M$211.5M$-284.1M$231.3M$112.3M$1.2M$-97.4M$89.6M$69.4M$111.4M$119.4M$104.3M$60.9M$46.5M$105.6M$15.0M$-141.8M$-101.8M
EBITDA$363.2M$363.2M$-299.8M$359.9M$213.9M$82.4M$-37.6M$185.1M$151.7M$165.9M$239.3M$218.4M$161.2M$141.5M$96.0M$35.4M$1.4M$-46.5M
EPS5.075.07-6.404.812.250.02-1.841.621.191.781.821.500.850.671.530.22-3.36—
Gross Margin4.5%4.5%13.6%19.6%12.9%10.9%10.8%13.2%12.5%14.8%17.6%15.0%12.5%13.2%11.2%5.6%4.4%-6.8%
Operating Margin20.8%20.8%-18.3%12.3%6.7%1.9%-5.8%6.2%4.9%7.4%11.0%8.9%6.6%6.3%4.8%1.7%-2.4%-19.6%
Net Margin13.7%13.7%-14.6%9.1%4.5%0.1%-6.6%3.9%3.1%6.3%6.5%5.1%3.3%2.8%7.2%1.3%-22.1%-30.1%
Balance Sheet
Debt/Equity1.241.242.170.741.011.321.110.871.061.000.490.630.831.111.550.440.43—
Current Ratio1.331.33————————————————
Cash Flow
Free Cash Flow$-13.0M$-13.0M$45.1M$221.5M$67.0M$-56.6M$104.0M$108.6M$78.5M$118.3M$158.4M$110.9M—$110.3M$61.1M$-8.4M$-32.1M$-8.0M
Returns
ROE57.6%57.6%-150.4%42.1%28.2%0.4%-24.1%17.2%14.7%22.0%25.3%23.7%15.6%14.4%39.3%10.3%-109.9%-190.3%
Valuation
P/E1.921.92—5.2510.56—————————————
EV/EBITDA2.282.28—4.007.15—————————————
P/B1.101.104.022.212.98—————————————
Growth & Yield
Revenue Growth-20.8%-20.8%-23.3%1.4%—21.7%-36.1%2.3%28.3%-4.2%-9.0%8.8%13.9%11.9%23.1%85.4%89.5%—
EPS Growth179.2%179.2%-233.1%113.8%—101.1%-213.6%36.1%-33.1%-2.2%21.3%76.5%26.9%-56.2%595.5%106.5%——
Dividend Yield3.3%3.3%————————————————

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-44.6%

fácil

EPS terminal req.

$0.86

Spread vs growth

223.8%

5Y implied EPS CAGR

-27.1%

fácil

EPS terminal req.

$1.04

Spread vs growth

206.3%

10Y implied EPS CAGR

-10.5%

fácil

EPS terminal req.

$1.68

Spread vs growth

189.7%

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 -2.9%

Total return

-2.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-6.40 → 5.07

Residual

-6.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term-6.2%

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.