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ACI.BO$535.50-1.52%
Fair $535.50+0.0%

ACI.BO

Archean Chemical Industries Limited

Basic Materials / ChemicalsBSE

$535.50

-8.10 (-1.52%)

Fairly Valued+0.0%Fair Value $535.50Fund rank 26/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Margin Compression

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 $-873.4M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

32/100

D

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: 1unknown: 4
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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ACI.BOLocal privado en este navegador · Archean Chemical Industries 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

$66.1B

P/E

62.1x

↑

EV/EBITDA

26.7x

↑

ROE

5.5%

↑

Gross Margin

94.0%

↑

Debt/Equity

0.24

↑
52-Week Range$536
$483$728

TradingView lightweight chart

ACI.BO price, volumen y niveles de valoración

Último $526.15Periodo +14.9%
Fair value: $535.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-9.2%

FCF CAGR

—

FCF margin

-22.5%

FCF / Net income

-2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.77B · net income $1.07B · FCF $-2.43B

2023-FY → 2026-FY

Gross margin

94.0%-5.8% pts

Operating margin

13.6%-25.7% pts

Net margin

9.9%-16.7% pts

FCF margin

-22.5%-50.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.77B$10.77B$10.39B$13.04B$14.40B
Net Income$1.07B$1.07B$1.62B$3.19B$3.83B
EBITDA$2.63B$2.63B$3.10B$5.04B$6.74B
EPS8.658.6513.1225.8734.59
Gross Margin94.0%94.0%100.7%93.3%99.8%
Operating Margin13.6%13.6%22.7%30.2%39.3%
Net Margin9.9%9.9%15.6%24.5%26.6%
Balance Sheet
Debt/Equity0.240.240.130.060.05
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$-2.43B$-2.43B$-873.4M$1.71B$3.96B
Returns
ROE5.5%5.5%8.7%18.7%26.7%
Valuation
P/E62.0562.0539.9024.2317.92
EV/EBITDA26.7126.7121.4915.4210.26
P/B3.423.423.474.544.79
Growth & Yield
Revenue Growth3.7%3.7%-20.3%-9.4%—
EPS Growth-34.1%-34.1%-49.3%-25.2%—
Dividend Yield0.5%0.5%———

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

76.4%

muy exigente

EPS terminal req.

$47.52

Spread vs growth

-110.5%

5Y implied EPS CAGR

46.1%

muy exigente

EPS terminal req.

$57.50

Spread vs growth

-80.1%

10Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$92.60

Spread vs growth

-60.8%

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 -15.3%

Total return

-15.3%

Start / end P/E

47.6x → 60.8x

EPS bridge

13.12 → 8.65

Residual

-9.5%

EPS growth-34.1%
Multiple rerating+27.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-9.5%

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.