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Financial Analysis

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ANIM3.SA$3.20-3.03%
Fair $3.20+0.0%

ANIM3.SA

Ânima Holding S.A.

Consumer Defensive / Education & Training ServicesSão Paulo

$3.20

-0.10 (-3.03%)

Fairly Valued+0.0%Fair Value $3.20Fund rank 30/100 · Data gapFallback financials|
SA 28/D
F-Score: 6/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $414.5M · quality 48.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

28/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.48, above the 2.0 threshold
Thesis & Journal · ANIM3.SALocal privado en este navegador · Ânima Holding 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

$1.2B

P/E

8.9x

↓

EV/EBITDA

4.3x

↓

ROE

5.4%

↓

Gross Margin

63.0%

↑

Debt/Equity

2.48

↑
52-Week Range$3
$3$5

TradingView lightweight chart

ANIM3.SA price, volumen y niveles de valoración

Último $3.200Periodo -50.0%
Fair value: $3.200

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

+4.1%

FCF CAGR

+189.7%

FCF margin

10.3%

FCF / Net income

3.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.02B · net income $123.8M · FCF $414.5M

2022-FY → 2025-FY

Gross margin

63.0%+5.3% pts

Operating margin

25.1%+14.1% pts

Net margin

3.1%+5.9% pts

FCF margin

10.3%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.02B$4.02B$3.80B$3.73B$3.56B
Net Income$123.8M$123.8M$85.1M$-329.6M$-102.3M
EBITDA$1.57B$1.57B$1.40B$1.09B$888.3M
EPS——0.23-0.87-0.27
Gross Margin63.0%63.0%61.9%59.3%57.7%
Operating Margin25.1%25.1%21.9%14.2%11.0%
Net Margin3.1%3.1%2.2%-8.8%-2.9%
Balance Sheet
Debt/Equity2.482.482.332.122.03
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$414.5M$414.5M$432.5M$310.3M$17.1M
Returns
ROE5.4%5.4%3.7%-13.7%-3.7%
Valuation
P/E8.898.896.65——
EV/EBITDA4.264.264.125.977.39
P/B0.530.530.250.650.49
Growth & Yield
Revenue Growth5.8%5.8%1.8%4.8%—
EPS Growth——126.4%-222.2%—
Dividend Yield2.4%2.4%———

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 -18.8%

Total return

-18.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.23 → n/d

Residual

-21.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term-21.2%

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.