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AERI3.SA$2.39-0.42%
Fair $2.39+0.0%

AERI3.SA

Aeris Indústria e Comércio de Equipamentos para Geração de Energia S.A.

Industrials / Specialty Industrial MachinerySão Paulo

$2.39

-0.01 (-0.42%)

Fairly Valued+0.0%Fair Value $2.39Fund rank 29/100 · Data gapFallback financials|
SA 14/F
F-Score: 3/9
Declining RevenueLow Profitability

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-279.2M · quality 62.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

14/100

F

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 1.3%, below the 5% threshold
Thesis & Journal · AERI3.SALocal privado en este navegador · Aeris Indústria e Comércio de Equipamentos para Geração de Energia S.A.
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

$147M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

129.4%

↑

Gross Margin

0.1%

↓

Debt/Equity

-2.63

↓
52-Week Range$2
$2$5

TradingView lightweight chart

AERI3.SA price, volumen y niveles de valoración

Último $2.390Periodo -98.0%
Fair value: $2.390

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

-36.5%

FCF CAGR

—

FCF margin

-37.4%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $746.0M · net income $-901.2M · FCF $-279.2M

2022-FY → 2025-FY

Gross margin

0.1%-8.9% pts

Operating margin

-44.3%-50.5% pts

Net margin

-120.8%-116.7% pts

FCF margin

-37.4%-34.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$746.0M$746.0M$1.52B$2.83B$2.91B
Net Income$-901.2M$-901.2M$-934.0M$-106.6M$-120.0M
EBITDA$-469.1M$-469.1M$-702.0M$187.0M$136.3M
EPS-14.68-14.68-15.24-1.74-3.21
Gross Margin0.1%0.1%8.5%13.7%9.0%
Operating Margin-44.3%-44.3%-15.0%9.3%6.2%
Net Margin-120.8%-120.8%-61.6%-3.8%-4.1%
Balance Sheet
Debt/Equity-2.63-2.637.611.532.12
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$-279.2M$-279.2M$-568.9M$-264.8M$-87.2M
Returns
ROE129.4%129.4%-451.3%-9.4%-14.0%
Valuation
EV/EBITDA———9.1511.41
P/B——2.350.900.93
Growth & Yield
Revenue Growth-50.8%-50.8%-46.5%-2.7%—
EPS Growth3.7%3.7%-775.4%45.8%—

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 -43.1%

Total return

-43.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-15.24 → -14.68

Residual

-43.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-43.1%

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.