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ADFFOODS.BO$266.50+0.76%
Fair $266.50+0.0%

ADFFOODS.BO

ADF Foods Limited

Consumer Defensive / Packaged FoodsBSE

$266.50

+2.00 (+0.76%)

Fairly Valued+0.0%Fair Value $266.50Fund rank 27/100 · Data gapFallback financials|
SA 61/B
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-38.2M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

61/100

B

Piotroski

6/9

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 · ADFFOODS.BOLocal privado en este navegador · ADF Foods 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

$29.3B

P/E

32.5x

↑

EV/EBITDA

20.3x

↑

ROE

15.7%

↑

Gross Margin

60.1%

↑

Debt/Equity

0.10

↓
52-Week Range$267
$154$301

TradingView lightweight chart

ADFFOODS.BO price, volumen y niveles de valoración

Último $266.50Periodo +21391.9%
Fair value: $266.50

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

+15.4%

FCF CAGR

—

FCF margin

-3.7%

FCF / Net income

-0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.83B · net income $899.2M · FCF $-252.0M

2023-FY → 2026-FY

Gross margin

60.1%+8.3% pts

Operating margin

16.0%+0.9% pts

Net margin

13.2%+0.5% pts

FCF margin

-3.7%-9.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.83B$6.83B$5.90B$5.01B$4.44B
Net Income$899.2M$899.2M$692.6M$752.9M$561.0M
EBITDA$1.44B$1.44B$1.12B$1.16B$913.1M
EPS8.198.196.306.855.12
Gross Margin60.1%60.1%57.9%56.1%51.7%
Operating Margin16.0%16.0%13.6%17.9%15.1%
Net Margin13.2%13.2%11.7%15.0%12.6%
Balance Sheet
Debt/Equity0.100.100.120.130.13
Current Ratio3.843.84———
Cash Flow
Free Cash Flow$-252.0M$-252.0M$-38.2M$543.8M$237.9M
Returns
ROE15.7%15.7%14.1%17.1%13.4%
Valuation
P/E32.5032.5037.1928.1728.62
EV/EBITDA20.2620.2623.1118.2417.74
P/B5.125.125.234.813.83
Growth & Yield
Revenue Growth15.9%15.9%17.8%12.7%—
EPS Growth30.0%30.0%-8.0%33.8%—
Dividend Yield0.4%0.4%———

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

42.4%

muy exigente

EPS terminal req.

$23.65

Spread vs growth

-12.4%

5Y implied EPS CAGR

28.4%

muy exigente

EPS terminal req.

$28.61

Spread vs growth

1.6%

10Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$46.08

Spread vs growth

11.1%

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 +15.7%

Total return

+15.7%

Start / end P/E

36.7x → 32.5x

EPS bridge

6.30 → 8.19

Residual

-3.4%

EPS growth+30.0%
Multiple rerating-11.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term-3.4%

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.