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YSWY$22.24-1.16%
Fair $22.24+0.0%

YSWY

Yesway, Inc.

Consumer Defensive / Grocery StoresNasdaqGS

$22.24

-0.26 (-1.16%)

Fairly Valued+0.0%Fair Value $22.24Fund rank 18/100 · Data gapFallback financials|
SA 17/F
F-Score: 5/9
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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-47.5M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

17/100

F

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.93, above the 2.0 threshold ROE is 3.4%, below the 5% threshold
Thesis & Journal · YSWYLocal privado en este navegador · Yesway, Inc.
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

57.0x

↑

EV/EBITDA

10.1x

↑

ROE

3.4%

↓

Gross Margin

21.7%

↓

Debt/Equity

2.93

↑
52-Week Range$22
$20$29

TradingView lightweight chart

YSWY price, volumen y niveles de valoración

Último $22.24Periodo +4.8%
Fair value: $22.24

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

+2.7%

FCF CAGR

—

FCF margin

1.7%

FCF / Net income

4.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.67B · net income $11.3M · FCF $45.6M

2023-FY → 2025-FY

Gross margin

21.7%+2.8% pts

Operating margin

3.5%+0.3% pts

Net margin

0.4%-1.1% pts

FCF margin

1.7%+5.7% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$2.67B$2.67B$2.53B$2.53B
Net Income$11.3M$11.3M$23.4M$38.6M
EBITDA$159.4M$159.4M$147.3M$156.6M
EPS——0.801.33
Gross Margin21.7%21.7%20.2%19.0%
Operating Margin3.5%3.5%3.3%3.1%
Net Margin0.4%0.4%0.9%1.5%
Balance Sheet
Debt/Equity2.932.931.65—
Current Ratio1.221.22——
Cash Flow
Free Cash Flow$45.6M$45.6M$-47.5M$-101.6M
Returns
ROE3.4%3.4%4.1%—
Valuation
P/E57.0357.03——
EV/EBITDA10.1310.13——
P/B1.931.93——
Growth & Yield
Revenue Growth5.8%5.8%-0.3%—
EPS Growth——-39.4%—

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 +4.8%

Total return

+4.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.80 → n/d

Residual

+4.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+4.8%

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.