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WVR.JO$5825.00-4.77%
Fair $5825.00+0.0%

WVR.JO

Weaver Fintech Ltd

Consumer Cyclical / Specialty RetailJohannesburg

$5825.00

-293.00 (-4.77%)

Fairly Valued+0.0%Fair Value $5825.00Fund rank 24/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-868.0M · quality 53.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

43/100

C

Piotroski

3/9

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 · WVR.JOLocal privado en este navegador · Weaver Fintech 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

$6.2B

P/E

15.3x

↓

EV/EBITDA

606.1x

↑

ROE

10.1%

↑

Gross Margin

86.4%

↑

Debt/Equity

1.14

↑
52-Week Range$5825
$3100$7990

TradingView lightweight chart

WVR.JO price, volumen y niveles de valoración

Último $5,851Periodo +19403.3%
Fair value: $5,825

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

+14.3%

FCF CAGR

—

FCF margin

-15.9%

FCF / Net income

-2.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.46B · net income $404.0M · FCF $-868.0M

2022-FY → 2025-FY

Gross margin

86.4%+9.9% pts

Operating margin

56.3%+14.2% pts

Net margin

7.4%-1.0% pts

FCF margin

-15.9%-3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.46B$5.46B$4.43B$3.67B$3.65B
Net Income$404.0M$404.0M$413.0M$335.0M$308.0M
EBITDA$1.02B$1.02B$937.0M$721.0M$592.0M
EPS——3.913.182.88
Gross Margin86.4%86.4%83.7%81.0%76.5%
Operating Margin56.3%56.3%50.8%46.5%42.2%
Net Margin7.4%7.4%9.3%9.1%8.4%
Balance Sheet
Debt/Equity1.141.140.830.560.48
Current Ratio10.0810.08———
Cash Flow
Free Cash Flow$-868.0M$-868.0M$-904.0M$-137.0M$-471.0M
Returns
ROE10.1%10.1%10.7%9.2%8.9%
Valuation
P/E15.2915.29767.666.738.67
EV/EBITDA606.06606.06341.585.767.25
P/B154.46154.4681.830.620.77
Growth & Yield
Revenue Growth23.2%23.2%20.6%0.6%—
EPS Growth——22.8%10.3%—
Dividend Yield4.5%4.5%———

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 +87.4%

Total return

+87.4%

Start / end P/E

n/dx → n/dx

EPS bridge

3.91 → n/d

Residual

+82.8%

EPS growthn/d
Multiple reratingn/d
Dividend+4.5%
Residual / FX / buybacks / cross-term+82.8%

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.