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v0.1
0SC.SG$238.00-0.83%
Fair $238.00+0.0%

0SC.SG

Senvest Capital Inc.

Financial Services / Asset ManagementStuttgart

$238.00

-2.00 (-0.83%)

Fairly Valued+0.0%Fair Value $238.00Fund rank 33/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 25.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

47/100

C

Piotroski

4/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 0SC.SGLocal privado en este navegador · Senvest Capital 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

$576M

P/E

2.2x

↓

EV/EBITDA

N/A

•

ROE

7.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$238
$187$242

TradingView lightweight chart

0SC.SG price, volumen y niveles de valoración

Último $238.00Periodo +46.1%
Fair value: $238.00

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

—

FCF CAGR

+8.9%

FCF margin

64.8%

FCF / Net income

2.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $512.6M · net income $149.3M · FCF $332.1M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

29.1%-87.5% pts

FCF margin

64.8%+156.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$512.6M$512.6M$868.7M$330.2M$-279.7M
Net Income$149.3M$149.3M$258.1M$83.6M$-326.1M
EPS61.4061.40105.0633.78-130.98
Net Margin29.1%29.1%29.7%25.3%116.6%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio0.140.14———
Cash Flow
Free Cash Flow$332.1M$332.1M$201.2M$84.4M$257.3M
Returns
ROE7.2%7.2%12.8%5.2%-20.7%
Valuation
P/E2.162.162.426.22—
P/B0.280.280.310.320.34
Growth & Yield
Revenue Growth-41.0%-41.0%163.1%218.1%—
EPS Growth-41.6%-41.6%211.0%125.8%—

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

-29.9%

fácil

EPS terminal req.

$21.12

Spread vs growth

-11.6%

5Y implied EPS CAGR

-16.1%

fácil

EPS terminal req.

$25.55

Spread vs growth

-25.5%

10Y implied EPS CAGR

-3.9%

fácil

EPS terminal req.

$41.15

Spread vs growth

-37.6%

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 +15.5%

Total return

+15.5%

Start / end P/E

2.0x → 3.9x

EPS bridge

105.06 → 61.40

Residual

-40.6%

EPS growth-41.6%
Multiple rerating+97.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.6%

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.