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v0.1
ALPK3.SA$4.40-2.00%
Fair $4.40+0.0%

ALPK3.SA

Allpark Empreendimentos, Participações e Serviços S.A.

Industrials / Infrastructure OperationsSão Paulo

$4.40

-0.09 (-2.00%)

Fairly Valued+0.0%Fair Value $4.40Fund rank 25/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9
High DebtLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $326.1M · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

42/100

C

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: 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. Debt-to-Equity ratio is 4.08, above the 2.0 threshold ROE is 2.0%, below the 5% threshold
Thesis & Journal · ALPK3.SALocal privado en este navegador · Allpark Empreendimentos, Participações e Serviços 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

$962M

P/E

73.3x

↑

EV/EBITDA

3.9x

↓

ROE

2.0%

↓

Gross Margin

30.4%

↑

Debt/Equity

4.08

↑
52-Week Range$4
$3$6

TradingView lightweight chart

ALPK3.SA price, volumen y niveles de valoración

Último $4.400Periodo -55.1%
Fair value: $4.400

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

+18.9%

FCF CAGR

+7.1%

FCF margin

18.4%

FCF / Net income

48.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.87B · net income $7.1M · FCF $345.2M

2022-FY → 2025-FY

Gross margin

30.4%+2.0% pts

Operating margin

13.8%+6.5% pts

Net margin

0.4%+14.8% pts

FCF margin

18.4%-6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.87B$1.87B$1.58B$1.36B$1.11B
Net Income$7.1M$7.1M$-15.9M$-73.9M$-160.9M
EBITDA$550.1M$550.1M$477.0M$430.7M$314.4M
EPS——-0.07-0.34-0.81
Gross Margin30.4%30.4%33.5%32.4%28.5%
Operating Margin13.8%13.8%13.2%12.7%7.3%
Net Margin0.4%0.4%-1.0%-5.4%-14.5%
Balance Sheet
Debt/Equity4.084.084.183.843.07
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$345.2M$345.2M$271.3M$326.1M$281.3M
Returns
ROE2.0%2.0%-4.6%-20.1%-36.1%
Valuation
P/E73.3373.33———
EV/EBITDA3.943.943.575.235.02
P/B2.692.691.312.810.78
Growth & Yield
Revenue Growth18.2%18.2%16.8%21.9%—
EPS Growth——78.5%57.7%—
Dividend Yield0.2%0.2%———

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 +36.4%

Total return

+36.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.07 → n/d

Residual

+36.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+36.2%

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.