StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
AROA11.SA$1.26+0.80%
Fair $1.26+0.0%

AROA11.SA

AROA11.SA

Real Estate / REIT - DiversifiedSão Paulo

$1.26

+0.01 (+0.80%)

Fairly Valued+0.0%Fair Value $1.26Fund rank 30/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 19.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

30/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · AROA11.SALocal privado en este navegador · AROA11.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

$212M

P/E

15.8x

↑

EV/EBITDA

N/A

•

ROE

8.4%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$2

TradingView lightweight chart

AROA11.SA price, volumen y niveles de valoración

Último $1.260Periodo +17.8%
Fair value: $1.260

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

+47.5%

FCF margin

103.9%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.8M · net income $13.5M · FCF $15.4M

2023-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

91.4%-24.4% pts

FCF margin

103.9%+211.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$14.8M$14.8M$8.8M$-6.6M
Net Income$13.5M$13.5M$7.7M$-7.6M
EPS——0.05-0.05
Net Margin91.4%91.4%87.5%115.8%
Cash Flow
Free Cash Flow$15.4M$15.4M$12.3M$7.1M
Returns
ROE8.4%8.4%4.8%-4.6%
Valuation
P/E15.7515.7523.22—
P/B1.321.321.121.54
Growth & Yield
Revenue Growth67.3%67.3%234.2%—
EPS Growth——192.2%—
Dividend Yield7.1%7.1%——

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

Margins (%)

Returns (%)

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 +29.4%

Total return

+29.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.05 → n/d

Residual

+22.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.1%
Residual / FX / buybacks / cross-term+22.3%

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.