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0232.KL$0.34+11.29%
Fair $0.34+0.0%

0232.KL

Volcano Berhad

Industrials / Metal FabricationKuala Lumpur

$0.34

+0.03 (+11.29%)

Fairly Valued+0.0%Fair Value $0.34Fund rank 24/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
Margin CompressionLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-2.7M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

48/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.3%, below the 5% threshold
Thesis & Journal · 0232.KLLocal privado en este navegador · Volcano Berhad
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

$63M

P/E

46.6x

↑

EV/EBITDA

8.9x

↓

ROE

1.3%

↓

Gross Margin

26.3%

↑

Debt/Equity

0.33

↑
52-Week Range$0
$0$1

TradingView lightweight chart

0232.KL price, volumen y niveles de valoración

Último $0.345Periodo -28.9%
Fair value: $0.345

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+3.0%

FCF CAGR

—

FCF margin

-41.9%

FCF / Net income

-25.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $82.2M · net income $1.4M · FCF $-34.4M

2021-FY → 2025-FY

Gross margin

26.3%-2.5% pts

Operating margin

2.8%-8.6% pts

Net margin

1.6%-12.2% pts

FCF margin

-41.9%-30.9% pts
MetricTTM
2025
2024
2022
2021
Income Statement
Revenue$82.2M$82.2M$72.3M$74.2M$73.0M
Net Income$1.4M$1.4M$5.2M$7.1M$10.1M
EBITDA$8.8M$8.8M$12.1M$12.8M$15.6M
EPS0.010.010.030.040.06
Gross Margin26.3%26.3%30.4%31.4%28.8%
Operating Margin2.8%2.8%7.5%11.3%11.4%
Net Margin1.6%1.6%7.2%9.6%13.8%
Balance Sheet
Debt/Equity0.330.330.040.010.00
Current Ratio4.944.94———
Cash Flow
Free Cash Flow$-34.4M$-34.4M$-2.7M$5.2M$-8.0M
Returns
ROE1.3%1.3%5.1%8.3%12.7%
Valuation
P/E46.6246.6225.0011.057.09
EV/EBITDA8.908.909.044.973.77
P/B0.610.611.270.920.90
Growth & Yield
Revenue Growth13.6%13.6%-2.4%1.7%—
EPS Growth-75.5%-75.5%-29.8%-32.3%—
Dividend Yield1.2%1.2%———

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

60.5%

muy exigente

EPS terminal req.

$0.03

Spread vs growth

-136.0%

5Y implied EPS CAGR

38.0%

muy exigente

EPS terminal req.

$0.04

Spread vs growth

-113.5%

10Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$0.06

Spread vs growth

-98.7%

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 -41.3%

Total return

-41.3%

Start / end P/E

19.9x → 46.6x

EPS bridge

0.03 → 0.01

Residual

-101.7%

EPS growth-75.5%
Multiple rerating+134.7%
Dividend+1.2%
Residual / FX / buybacks / cross-term-101.7%

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.