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ACESOFT.BO$109.90-5.42%
Fair $109.90+0.0%

ACESOFT.BO

Ace Software Exports Limited

Technology / Software - ApplicationBSE

$109.90

-6.30 (-5.42%)

Fairly Valued+0.0%Fair Value $109.90Fund rank 24/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-38.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

36/100

D

Piotroski

2/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ACESOFT.BOLocal privado en este navegador · Ace Software Exports 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

$2.0B

P/E

34.2x

↑

EV/EBITDA

21.4x

↑

ROE

5.7%

↑

Gross Margin

59.8%

↑

Debt/Equity

0.06

↓
52-Week Range$110
$106$379

TradingView lightweight chart

ACESOFT.BO price, volumen y niveles de valoración

Último $109.90Periodo +317.9%
Fair value: $109.90

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

+47.7%

FCF CAGR

—

FCF margin

-106.3%

FCF / Net income

-6.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $315.5M · net income $50.9M · FCF $-335.5M

2022-FY → 2025-FY

Gross margin

59.8%-2.8% pts

Operating margin

19.0%+34.6% pts

Net margin

16.1%+21.6% pts

FCF margin

-106.3%-132.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$315.5M$315.5M$237.2M$103.2M$97.8M
Net Income$50.9M$50.9M$49.5M$1.5M$-5.4M
EBITDA$81.2M$81.2M$65.6M$7.6M$-846000.00
EPS3.213.213.650.15-0.54
Gross Margin59.8%59.8%53.8%68.4%62.6%
Operating Margin19.0%19.0%-0.5%-1.7%-15.6%
Net Margin16.1%16.1%20.9%1.4%-5.5%
Balance Sheet
Debt/Equity0.060.060.06—0.09
Cash Flow
Free Cash Flow$-335.5M$-335.5M$-38.0M$-7.8M$25.8M
Returns
ROE5.7%5.7%16.4%0.7%-2.7%
Valuation
P/E34.1834.1831.89115.34—
EV/EBITDA21.3621.3623.5821.82—
P/B1.961.965.240.841.09
Growth & Yield
Revenue Growth33.0%33.0%129.8%5.5%—
EPS Growth-11.9%-11.9%2376.2%127.2%—

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

44.8%

muy exigente

EPS terminal req.

$9.75

Spread vs growth

-56.7%

5Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$11.80

Spread vs growth

-41.6%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$19.00

Spread vs growth

-31.4%

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 -52.8%

Total return

-52.8%

Start / end P/E

63.8x → 34.2x

EPS bridge

3.65 → 3.21

Residual

+5.5%

EPS growth-11.9%
Multiple rerating-46.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+5.5%

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.