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AMS.BO$52.56-4.99%
Fair $52.56+0.0%

AMS.BO

AMS Polymers Limited

Basic Materials / Specialty ChemicalsBSE

$52.56

-2.76 (-4.99%)

Fairly Valued+0.0%Fair Value $52.56Fund rank 21/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
High Debt

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 15%

FCF escenarios

weak_data · normalized FCF $-35.4M · quality 41.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

41/100

C

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: 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. Debt-to-Equity ratio is 2.85, above the 2.0 threshold
Thesis & Journal · AMS.BOLocal privado en este navegador · AMS Polymers 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

$174M

P/E

80.9x

↑

EV/EBITDA

16.9x

↑

ROE

14.7%

↑

Gross Margin

6.7%

↓

Debt/Equity

2.85

↑
52-Week Range$53
$26$81

TradingView lightweight chart

AMS.BO price, volumen y niveles de valoración

Último $52.56Periodo +320.5%
Fair value: $52.56

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

+24.3%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $7.7M · FCF $-17.2M

2022-FY → 2025-FY

Gross margin

6.7%+0.8% pts

Operating margin

1.8%+0.8% pts

Net margin

0.8%+0.6% pts

FCF margin

-1.7%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.01B$1.01B$837.1M$850.5M$525.9M
Net Income$7.7M$7.7M$6.1M$5.2M$884690.00
EBITDA$19.0M$19.0M$14.2M$10.7M$3.2M
EPS0.230.231.931.580.27
Gross Margin6.7%6.7%6.0%5.0%5.9%
Operating Margin1.8%1.8%1.7%1.3%1.0%
Net Margin0.8%0.8%0.7%0.6%0.2%
Balance Sheet
Debt/Equity2.852.852.862.411.43
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-17.2M$-17.2M$-35.4M$-46.1M$-15.4M
Returns
ROE14.7%14.7%13.6%13.6%2.7%
Valuation
P/E80.8680.8613.3515.5491.64
EV/EBITDA16.8816.8814.6916.2339.48
P/B3.313.311.822.112.45
Growth & Yield
Revenue Growth20.6%20.6%-1.6%61.7%—
EPS Growth-88.1%-88.1%22.2%489.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

172.7%

muy exigente

EPS terminal req.

$4.66

Spread vs growth

-260.8%

5Y implied EPS CAGR

89.7%

muy exigente

EPS terminal req.

$5.64

Spread vs growth

-177.7%

10Y implied EPS CAGR

44.4%

muy exigente

EPS terminal req.

$9.09

Spread vs growth

-132.5%

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 +104.0%

Total return

+104.0%

Start / end P/E

13.4x → 228.5x

EPS bridge

1.93 → 0.23

Residual

-1419.4%

EPS growth-88.1%
Multiple rerating+1611.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1419.4%

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.