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AERPACE.BO$22.44-0.93%
Fair $22.44+0.0%

AERPACE.BO

Aerpace Industries Ltd

Basic Materials / SteelBSE

$22.44

-0.21 (-0.93%)

Fairly Valued+0.0%Fair Value $22.44Fund rank 30/100 · Data gapFallback financials|
SA 9/F
F-Score: 1/9
Low 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 $-233.9M · quality 62.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

9/100

F

Piotroski

1/9

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. ROE is -40.4%, below the 5% threshold
Thesis & Journal · AERPACE.BOLocal privado en este navegador · Aerpace Industries 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

$3.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-40.4%

↓

Gross Margin

N/A

•

Debt/Equity

1.05

↑
52-Week Range$22
$17$33

TradingView lightweight chart

AERPACE.BO price, volumen y niveles de valoración

Último $22.44Periodo +4881.4%
Fair value: $22.44

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

—

FCF CAGR

—

FCF margin

—

FCF / Net income

1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue — · net income $-151.7M · FCF $-233.9M

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

—— pts

FCF margin

—— pts
MetricTTM
2026
2025
2024
2023
Income Statement
Net Income$-151.7M$-151.7M$-65.7M$-13.9M$1.3M
EBITDA$-133.5M$-133.5M$-58.6M$-12.0M$5.1M
EPS——-0.50-0.210.03
Balance Sheet
Debt/Equity1.051.050.310.080.42
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$-233.9M$-233.9M$-286.1M$-61.1M$-3.0M
Returns
ROE-40.4%-40.4%-13.5%-10.9%3.6%
Valuation
P/E————49.51
EV/EBITDA————12.95
P/B9.189.186.458.111.44
Growth & Yield
EPS Growth——-137.3%-738.5%—

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 +5.7%

Total return

+5.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.50 → n/d

Residual

+5.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+5.7%

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.