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ASE.WA$64.00+0.47%
Fair $64.00+0.0%

ASE.WA

Asseco South Eastern Europe S.A.

Technology / Software - ApplicationWarsaw

$64.00

+0.30 (+0.47%)

Fairly Valued+0.0%Fair Value $64.00Fund rank 38/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $236.6M · quality 79.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

54/100

C

Piotroski

7/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ASE.WALocal privado en este navegador · Asseco South Eastern Europe 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

$3.3B

P/E

15.8x

↓

EV/EBITDA

9.3x

↓

ROE

16.2%

↑

Gross Margin

27.1%

↓

Debt/Equity

0.18

↓
52-Week Range$64
$58$85

TradingView lightweight chart

ASE.WA price, volumen y niveles de valoración

Último $64.00Periodo +347.6%
Fair value: $64.00

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

+4.7%

FCF CAGR

+9.3%

FCF margin

13.2%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.80B · net income $198.3M · FCF $236.6M

2022-FY → 2025-FY

Gross margin

27.1%+2.0% pts

Operating margin

14.2%+0.5% pts

Net margin

11.0%-1.0% pts

FCF margin

13.2%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.80B$1.80B$1.71B$1.64B$1.57B
Net Income$198.3M$198.3M$199.2M$199.9M$187.8M
EBITDA$347.0M$347.0M$361.6M$351.3M$335.8M
EPS3.823.823.843.853.62
Gross Margin27.1%27.1%25.9%25.7%25.1%
Operating Margin14.2%14.2%13.2%13.7%13.7%
Net Margin11.0%11.0%11.7%12.2%12.0%
Balance Sheet
Debt/Equity0.180.180.210.140.14
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$236.6M$236.6M$110.6M$247.8M$181.4M
Returns
ROE16.2%16.2%18.5%17.9%16.9%
Valuation
P/E15.8015.8012.9212.9413.15
EV/EBITDA9.319.317.006.906.95
P/B2.722.722.402.322.23
Growth & Yield
Revenue Growth5.3%5.3%4.0%4.9%—
EPS Growth-0.5%-0.5%-0.3%6.4%—
Dividend Yield2.8%2.8%———

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

14.1%

razonable

EPS terminal req.

$5.68

Spread vs growth

-14.7%

5Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$6.87

Spread vs growth

-13.0%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$11.07

Spread vs growth

-11.7%

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 -7.7%

Total return

-7.7%

Start / end P/E

18.6x → 16.8x

EPS bridge

3.84 → 3.82

Residual

+0.1%

EPS growth-0.5%
Multiple rerating-10.0%
Dividend+2.8%
Residual / FX / buybacks / cross-term+0.1%

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.