ROSN Rosinbomb
$0.02
Stable Earnings Power 50%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Overvalued

Trading 389.9% above fair value

Bear $0.00 -82.9% $0.00 × 27x P/E
Fair $0.00 -79.6% $0.00 × 32x P/E
Bull $0.00 -76.3% $0.00 × 38x P/E

Key Value Driver

Normalized P/E multiple (32x base case)

Implied Market Multiple 158.0x

Summary

Applying a 32x P/E to adjusted EPS of $0.00, the base-case value is $0.00 per share.

Key Risks

  • Growth DCF inappropriate — terminal value assumptions dominate
  • EV/EBITDA misleading for regulated businesses where capex is mandated
  • Regulatory risk is a fat tail not visible in normal multiples