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ZAP.OL$52.20+4.80%
Fair $52.20+0.0%

ZAP.OL

Zaptec ASA

Industrials / Electrical Equipment & PartsOslo

$52.20

+2.40 (+4.80%)

Fairly Valued+0.0%Fair Value $52.20Fund rank 30/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 $-79.7M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

59/100

C

Piotroski

8/9

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 · ZAP.OLLocal privado en este navegador · Zaptec ASA
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

$4.5B

P/E

57.4x

↑

EV/EBITDA

38.0x

↑

ROE

7.1%

↑

Gross Margin

40.1%

↑

Debt/Equity

0.07

↓
52-Week Range$52
$18$53

TradingView lightweight chart

ZAP.OL price, volumen y niveles de valoración

Último $52.40Periodo +333.2%
Fair value: $52.20

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

+27.6%

FCF CAGR

—

FCF margin

25.6%

FCF / Net income

7.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.53B · net income $53.9M · FCF $392.4M

2022-FY → 2025-FY

Gross margin

40.1%+1.2% pts

Operating margin

5.6%+11.8% pts

Net margin

3.5%+10.7% pts

FCF margin

25.6%+35.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.53B$1.53B$1.27B$1.40B$736.9M
Net Income$53.9M$53.9M$-3.2M$22.2M$-52.9M
EBITDA$111.5M$111.5M$45.0M$54.7M$-28.8M
EPS0.610.61-0.040.26-0.69
Gross Margin40.1%40.1%38.8%36.4%38.9%
Operating Margin5.6%5.6%1.7%0.9%-6.2%
Net Margin3.5%3.5%-0.3%1.6%-7.2%
Balance Sheet
Debt/Equity0.070.070.300.080.14
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$392.4M$392.4M$-79.7M$-298.0M$-73.7M
Returns
ROE7.1%7.1%-0.5%3.3%-16.3%
Valuation
P/E57.3657.36—80.00—
EV/EBITDA37.9637.9622.5430.96—
P/B6.086.081.452.675.22
Growth & Yield
Revenue Growth20.9%20.9%-9.7%90.3%—
EPS Growth1748.6%1748.6%-114.5%137.1%—
Dividend Yield7.6%7.6%———

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

96.6%

muy exigente

EPS terminal req.

$4.63

Spread vs growth

1652.1%

5Y implied EPS CAGR

55.8%

muy exigente

EPS terminal req.

$5.60

Spread vs growth

1692.8%

10Y implied EPS CAGR

30.9%

muy exigente

EPS terminal req.

$9.03

Spread vs growth

1717.7%

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 +163.2%

Total return

+163.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.04 → 0.61

Residual

+155.6%

EPS growthn/d
Multiple reratingn/d
Dividend+7.6%
Residual / FX / buybacks / cross-term+155.6%

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.