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AMARSEC.BO$13.20-1.37%
Fair $13.20+0.0%

AMARSEC.BO

Amarnath Securities Limited

Financial Services / Credit ServicesBSE

$13.20

-0.19 (-1.37%)

Fairly Valued+0.0%Fair Value $13.20Fund rank 32/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 15.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

49/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 4.3%, below the 5% threshold
Thesis & Journal · AMARSEC.BOLocal privado en este navegador · Amarnath Securities 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

$40M

P/E

23.2x

↑

EV/EBITDA

17.1x

↑

ROE

4.3%

↓

Gross Margin

87.5%

↑

Debt/Equity

0.15

↓
52-Week Range$13
$10$18

TradingView lightweight chart

AMARSEC.BO price, volumen y niveles de valoración

Último $13.66Periodo -41.1%
Fair value: $13.20

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

+16.8%

FCF CAGR

+32.7%

FCF margin

66.0%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.9M · net income $1.9M · FCF $2.6M

2022-FY → 2025-FY

Gross margin

87.5%+4.7% pts

Operating margin

70.0%+32.0% pts

Net margin

49.5%+25.2% pts

FCF margin

66.0%+21.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.9M$3.9M$4.1M$3.8M$2.4M
Net Income$1.9M$1.9M$1.9M$1.3M$593111.00
EBITDA$2.7M$2.7M$2.8M$2.3M$980314.00
EPS0.640.640.620.450.20
Gross Margin87.5%87.5%87.8%88.4%82.8%
Operating Margin70.0%70.0%67.9%64.0%38.0%
Net Margin49.5%49.5%45.7%35.0%24.3%
Balance Sheet
Debt/Equity0.150.150.140.220.11
Cash Flow
Free Cash Flow$2.6M$2.6M$1.9M$40.8M$1.1M
Returns
ROE4.3%4.3%4.4%3.3%1.5%
Valuation
P/E23.1623.16———
EV/EBITDA17.0917.09———
P/B0.890.89———
Growth & Yield
Revenue Growth-4.9%-4.9%6.9%56.8%—
EPS Growth3.2%3.2%37.8%125.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$1.17

Spread vs growth

-19.1%

5Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$1.42

Spread vs growth

-14.0%

10Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$2.28

Spread vs growth

-10.3%

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 -2.8%

Total return

-2.8%

Start / end P/E

22.7x → 21.3x

EPS bridge

0.62 → 0.64

Residual

-0.2%

EPS growth+3.2%
Multiple rerating-5.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.2%

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.