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ACLD.BO$156.55-0.74%
Fair $156.55+0.0%

ACLD.BO

Aelea Commodities Ltd

Consumer Defensive / Packaged FoodsBSE

$156.55

-1.20 (-0.74%)

Fairly Valued+0.0%Fair Value $156.55Fund rank 23/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

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 $-478.0M · quality 43.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

50/100

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ACLD.BOLocal privado en este navegador · Aelea Commodities Ltd
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

$3.2B

P/E

15.0x

↓

EV/EBITDA

10.5x

↑

ROE

16.9%

↑

Gross Margin

14.0%

↓

Debt/Equity

0.88

↑
52-Week Range$157
$106$230

TradingView lightweight chart

ACLD.BO price, volumen y niveles de valoración

Último $160.55Periodo -7.3%
Fair value: $156.55

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

+52.9%

FCF CAGR

—

FCF margin

-12.5%

FCF / Net income

-2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.82B · net income $213.2M · FCF $-478.0M

2023-FY → 2026-FY

Gross margin

14.0%-6.5% pts

Operating margin

9.5%+4.6% pts

Net margin

5.6%+3.8% pts

FCF margin

-12.5%-8.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$3.82B$3.82B$1.82B$1.32B$1.07B
Net Income$213.2M$213.2M$11.6M$114.7M$19.1M
EBITDA$403.7M$403.7M$66.5M$188.2M$60.3M
EPS———5.630.94
Gross Margin14.0%14.0%10.5%20.8%20.5%
Operating Margin9.5%9.5%3.7%15.1%4.9%
Net Margin5.6%5.6%0.6%8.7%1.8%
Balance Sheet
Debt/Equity0.880.880.120.820.99
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-478.0M$-478.0M$-554.3M$-76.6M$-40.6M
Returns
ROE16.9%16.9%1.1%23.0%5.7%
Valuation
P/E14.9514.95———
EV/EBITDA10.5010.5050.59——
P/B2.532.533.18——
Growth & Yield
Revenue Growth109.5%109.5%38.1%23.5%—
EPS Growth———500.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -11.9%

Total return

-11.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-11.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.9%

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.