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ARND3.SA$0.66+0.00%
Fair $0.66+0.0%

ARND3.SA

Arandu Investimentos S.A.

Financial Services / Asset ManagementSão Paulo

$0.66

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.66Fund rank 28/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 0.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

40/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · ARND3.SALocal privado en este navegador · Arandu Investimentos 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

$93M

P/E

1.0x

↓

EV/EBITDA

N/A

•

ROE

11.6%

↑

Gross Margin

84.8%

↑

Debt/Equity

0.00

↓
52-Week Range$1
$1$2

TradingView lightweight chart

ARND3.SA price, volumen y niveles de valoración

Último $0.660Periodo -48.0%
Fair value: $0.660

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

-1.3%

FCF CAGR

—

FCF margin

34.8%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.1M · net income $33.7M · FCF $20.9M

2021-FY → 2024-FY

Gross margin

84.8%-5.3% pts

Operating margin

-61.9%+21.5% pts

Net margin

56.0%+121.7% pts

FCF margin

34.8%+95.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$60.1M$60.1M$61.7M$57.0M$62.4M
Net Income$33.7M$33.7M$3.7M$-15.8M$-41.0M
EBITDA$-17.4M$-17.4M$7.1M$-14.5M$-40.4M
EPS0.660.660.07-0.32-0.93
Gross Margin84.8%84.8%89.4%90.3%90.2%
Operating Margin-61.9%-61.9%-31.9%-85.3%-83.4%
Net Margin56.0%56.0%6.0%-27.8%-65.7%
Balance Sheet
Debt/Equity0.000.000.000.00—
Current Ratio3.053.05———
Cash Flow
Free Cash Flow$20.9M$20.9M$2.5M$-19.6M$-38.1M
Returns
ROE11.6%11.6%1.3%-5.7%-14.3%
Valuation
P/E1.001.00———
P/B0.120.12———
Growth & Yield
Revenue Growth-2.6%-2.6%8.2%-8.7%—
EPS Growth814.4%814.4%123.0%66.0%—

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

-55.4%

fácil

EPS terminal req.

$0.06

Spread vs growth

869.8%

5Y implied EPS CAGR

-36.0%

fácil

EPS terminal req.

$0.07

Spread vs growth

850.4%

10Y implied EPS CAGR

-16.1%

fácil

EPS terminal req.

$0.11

Spread vs growth

830.5%

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 · available periodreconcilia total -48.0%

Total return

-48.0%

Start / end P/E

17.5x → 1.0x

EPS bridge

0.07 → 0.66

Residual

-768.1%

EPS growth+814.4%
Multiple rerating-94.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-768.1%

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.