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ASGARD.BO$33.73-1.62%
Fair $33.73+0.0%

ASGARD.BO

Asgard Alcobev Limited

Consumer Defensive / Beverages - BrewersBSE

$33.73

-0.56 (-1.62%)

Fairly Valued+0.0%Fair Value $33.73Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-1.5M · quality 40.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

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: 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 · ASGARD.BOLocal privado en este navegador · Asgard Alcobev Limited
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

$10.5B

P/E

144.8x

↑

EV/EBITDA

57.5x

↑

ROE

12.1%

↑

Gross Margin

8.9%

↓

Debt/Equity

0.64

↑
52-Week Range$34
$31$84

TradingView lightweight chart

ASGARD.BO price, volumen y niveles de valoración

Último $33.92Periodo +325.1%
Fair value: $33.73

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

+438.4%

FCF CAGR

—

FCF margin

-36.7%

FCF / Net income

-11.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $567.6M · net income $18.8M · FCF $-208.2M

2022-FY → 2025-FY

Gross margin

8.9%-15.1% pts

Operating margin

5.9%+22.0% pts

Net margin

3.3%+19.5% pts

FCF margin

-36.7%-41.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$567.6M$567.6M$3.9M$3.2M$3.6M
Net Income$18.8M$18.8M$-219000.00$1.4M$-587330.00
EBITDA$48.9M$48.9M$-219000.00$-509200.00$-585680.00
EPS0.230.23-0.090.55-0.24
Gross Margin8.9%8.9%22.2%20.3%24.1%
Operating Margin5.9%5.9%-5.5%-16.1%-16.1%
Net Margin3.3%3.3%-5.6%42.9%-16.1%
Balance Sheet
Debt/Equity0.640.64———
Cash Flow
Free Cash Flow$-208.2M$-208.2M$-1.5M$134880.00$157270.00
Returns
ROE12.1%12.1%-7.8%45.1%-35.4%
Valuation
P/E144.76144.76—26.15—
EV/EBITDA57.5557.55———
P/B17.4417.4412.9711.79—
Growth & Yield
Revenue Growth14306.5%14306.5%24.3%-12.9%—
EPS Growth364.8%364.8%-116.1%331.8%—

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

134.2%

muy exigente

EPS terminal req.

$2.99

Spread vs growth

230.6%

5Y implied EPS CAGR

73.1%

muy exigente

EPS terminal req.

$3.62

Spread vs growth

291.7%

10Y implied EPS CAGR

38.0%

muy exigente

EPS terminal req.

$5.83

Spread vs growth

326.8%

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 -57.3%

Total return

-57.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → 0.23

Residual

-57.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-57.3%

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.