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APR.WA$25.55+1.55%
Fair $25.55+0.0%

APR.WA

Auto Partner SA

Consumer Cyclical / Auto PartsWarsaw

$25.55

+0.40 (+1.55%)

Fairly Valued+0.0%Fair Value $25.55Fund rank 27/100 · Data gapFallback financials|
SA 64/B
F-Score: 4/9
Margin Compression

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 20%

FCF escenarios

weak_data · normalized FCF $78.4M · quality 43.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

64/100

B

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); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · APR.WALocal privado en este navegador · Auto Partner SA
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

$3.3B

P/E

16.2x

↓

EV/EBITDA

11.2x

↑

ROE

16.8%

↑

Gross Margin

27.4%

↓

Debt/Equity

0.43

↓
52-Week Range$26
$15$26

TradingView lightweight chart

APR.WA price, volumen y niveles de valoración

Último $26.20Periodo +513.6%
Fair value: $25.55

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+22.0%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.11B · net income $208.0M · FCF $78.4M

2021-FY → 2024-FY

Gross margin

27.4%-1.7% pts

Operating margin

7.1%-3.5% pts

Net margin

5.1%-3.2% pts

FCF margin

1.9%+7.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$4.11B$4.11B$3.65B$2.83B$2.26B
Net Income$208.0M$208.0M$223.6M$207.3M$186.0M
EBITDA$341.2M$341.2M$349.4M$313.2M$264.4M
EPS1.591.591.711.591.42
Gross Margin27.4%27.4%27.1%29.9%29.1%
Operating Margin7.1%7.1%8.1%10.0%10.7%
Net Margin5.1%5.1%6.1%7.3%8.2%
Balance Sheet
Debt/Equity0.430.430.470.590.56
Current Ratio3.493.49———
Cash Flow
Free Cash Flow$78.4M$78.4M$142.1M$12.0M$-114.8M
Returns
ROE16.8%16.8%21.4%24.6%28.4%
Valuation
P/E16.1716.1714.919.2810.63
EV/EBITDA11.2111.2110.837.648.79
P/B2.702.703.182.293.01
Growth & Yield
Revenue Growth12.6%12.6%28.9%25.3%—
EPS Growth-7.0%-7.0%7.5%12.0%—
Dividend Yield0.6%0.6%———

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

12.6%

razonable

EPS terminal req.

$2.27

Spread vs growth

-19.6%

5Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$2.74

Spread vs growth

-18.5%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$4.42

Spread vs growth

-17.8%

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 +28.7%

Total return

+28.7%

Start / end P/E

12.0x → 16.5x

EPS bridge

1.71 → 1.59

Residual

-2.7%

EPS growth-7.0%
Multiple rerating+37.8%
Dividend+0.6%
Residual / FX / buybacks / cross-term-2.7%

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.