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20MICRONS.NS$182.46-0.16%
Fair $182.46+0.0%

20MICRONS.NS

20 Microns Limited

Basic Materials / Other Industrial Metals & MiningNSE

$182.46

-0.30 (-0.16%)

Fairly Valued+0.0%Fair Value $182.46Fund rank 28/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $345.6M · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

53/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: yahooPeriods: 5Warnings: 0yahoo: 5
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 20MICRONS.NSLocal privado en este navegador · 20 Microns Limited
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

$6.4B

P/E

9.6x

↓

EV/EBITDA

5.7x

↓

ROE

13.8%

↑

Gross Margin

44.7%

↑

Debt/Equity

0.32

↑
52-Week Range$182
$130$284

TradingView lightweight chart

20MICRONS.NS price, volumen y niveles de valoración

Último $182.46Periodo +987.7%
Fair value: $182.46

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2026 · 4 años de histórico normalizado

Revenue CAGR

+11.8%

FCF CAGR

+76.7%

FCF margin

8.1%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.54B · net income $668.3M · FCF $772.4M

2022-FY → 2026-FY

Gross margin

44.7%+8.3% pts

Operating margin

10.8%-0.4% pts

Net margin

7.0%+1.3% pts

FCF margin

8.1%+6.8% pts
MetricTTM
2026
2025
2024
2023
2022
Income Statement
Revenue$9.54B$9.54B$9.13B$7.76B$7.01B$6.11B
Net Income$668.3M$668.3M$623.8M$560.7M$418.2M$345.9M
EBITDA$1.28B$1.28B$1.19B$1.00B$789.2M$745.7M
EPS18.9418.9417.6815.8911.859.80
Gross Margin44.7%44.7%44.7%35.7%36.2%36.4%
Operating Margin10.8%10.8%10.9%11.9%10.4%11.2%
Net Margin7.0%7.0%6.8%7.2%6.0%5.7%
Balance Sheet
Debt/Equity0.320.320.380.350.370.49
Current Ratio1.921.92————
Cash Flow
Free Cash Flow$772.4M$772.4M$-448.9M$345.6M$507.1M$79.3M
Returns
ROE13.8%13.8%14.5%15.9%14.2%13.8%
Valuation
P/E9.649.6411.219.666.729.04
EV/EBITDA5.665.666.996.124.675.67
P/B1.331.331.631.530.961.24
Growth & Yield
Revenue Growth4.5%4.5%17.6%10.7%——
EPS Growth7.1%7.1%11.3%34.1%——
Dividend Yield0.7%0.7%————

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

-5.1%

fácil

EPS terminal req.

$16.19

Spread vs growth

12.2%

5Y implied EPS CAGR

0.7%

fácil

EPS terminal req.

$19.59

Spread vs growth

6.4%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$31.55

Spread vs growth

1.9%

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 -21.3%

Total return

-21.3%

Start / end P/E

13.2x → 9.6x

EPS bridge

17.68 → 18.94

Residual

-1.9%

EPS growth+7.1%
Multiple rerating-27.1%
Dividend+0.7%
Residual / FX / buybacks / cross-term-1.9%

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.