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0Q2F.IL$39.05+1.17%
Fair $39.05+0.0%

0Q2F.IL

Distribuidora Internacional de Alimentación, S.A.

Consumer Defensive / Discount StoresIOB

$39.05

+0.45 (+1.17%)

Fairly Valued+0.0%Fair Value $39.05Fund rank 23/100 · Data gapFallback financials|
SA 31/D
F-Score: 7/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $322.8M · quality 37.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

31/100

D

Piotroski

7/9

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. Debt-to-Equity ratio is 7.59, above the 2.0 threshold ROE is 1.0%, below the 5% threshold
Thesis & Journal · 0Q2F.ILLocal privado en este navegador · Distribuidora Internacional de Alimentación, S.A.
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

$2.30T

P/E

17.6x

↑

EV/EBITDA

6.0x

↓

ROE

102.8%

↑

Gross Margin

26.2%

↓

Debt/Equity

7.59

↑
52-Week Range$39
$23$44

TradingView lightweight chart

0Q2F.IL price, volumen y niveles de valoración

Último $39.05Periodo +2815.5%
Fair value: $39.05

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

-1.3%

FCF CAGR

+22.3%

FCF margin

5.6%

FCF / Net income

2.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.72B · net income $129.0M · FCF $322.8M

2022-FY → 2025-FY

Gross margin

26.2%+0.5% pts

Operating margin

2.8%+3.7% pts

Net margin

2.3%+4.3% pts

FCF margin

5.6%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.72B$5.72B$5.88B$4.99B$5.94B
Net Income$129.0M$129.0M$-60.8M$-30.2M$-123.8M
EBITDA$478.6M$478.6M$444.7M$415.5M$328.7M
EPS2.222.22-1047.00-1.00-2.00
Gross Margin26.2%26.2%24.3%25.6%25.8%
Operating Margin2.8%2.8%0.2%0.8%-0.9%
Net Margin2.3%2.3%-1.0%-0.6%-2.1%
Balance Sheet
Debt/Equity7.597.5932.44-23.70172.53
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$322.8M$322.8M$389.1M$180.9M$176.7M
Returns
ROE102.8%102.8%-200.4%74.4%-1638.9%
Valuation
P/E17.5717.57———
EV/EBITDA5.985.981.472.013.31
P/B18.0718.070.03—0.10
Growth & Yield
Revenue Growth-2.8%-2.8%17.8%-16.0%—
EPS Growth100.2%100.2%-104600.0%50.0%—

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

16.0%

exigente

EPS terminal req.

$3.47

Spread vs growth

84.2%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$4.19

Spread vs growth

86.7%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$6.75

Spread vs growth

88.5%

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 +37.5%

Total return

+37.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1047.00 → 2.22

Residual

+37.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+37.5%

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.