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ASHOKLEY.BO$149.80-0.50%
Fair $149.80+0.0%

ASHOKLEY.BO

Ashok Leyland Limited

Industrials / Farm & Heavy Construction MachineryBSE

$149.80

-0.75 (-0.50%)

Fairly Valued+0.0%Fair Value $149.80Fund rank 16/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-73.9B · quality 13.7/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

34/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: yahooPeriods: 5Warnings: 1yahoo: 5
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. Debt-to-Equity ratio is 4.49, above the 2.0 threshold
Thesis & Journal · ASHOKLEY.BOLocal privado en este navegador · Ashok Leyland 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

$879.9B

P/E

27.0x

↑

EV/EBITDA

13.2x

↑

ROE

24.4%

↑

Gross Margin

39.6%

↑

Debt/Equity

4.49

↑
52-Week Range$150
$115$215

TradingView lightweight chart

ASHOKLEY.BO price, volumen y niveles de valoración

Último $149.05Periodo +4741.3%
Fair value: $149.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2026 · 4 años de histórico normalizado

Revenue CAGR

+21.1%

FCF CAGR

—

FCF margin

-14.0%

FCF / Net income

-2.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $560.76B · net income $34.71B · FCF $-78.40B

2022-FY → 2026-FY

Gross margin

39.6%+7.4% pts

Operating margin

19.3%+9.2% pts

Net margin

6.2%+7.6% pts

FCF margin

-14.0%-24.9% pts
MetricTTM
2026
2025
2024
2023
2022
Income Statement
Revenue$560.76B$560.76B$483.42B$455.17B$414.88B$261.10B
Net Income$34.71B$34.71B$31.07B$24.84B$12.39B$-3.59B
EBITDA$109.97B$109.97B$96.13B$80.16B$52.59B$25.35B
EPS5.915.915.284.222.10-0.61
Gross Margin39.6%39.6%38.6%35.5%30.3%32.3%
Operating Margin19.3%19.3%18.1%16.5%11.7%10.1%
Net Margin6.2%6.2%6.4%5.5%3.0%-1.4%
Balance Sheet
Debt/Equity4.494.494.084.533.643.31
Current Ratio1.351.35————
Cash Flow
Free Cash Flow$-78.40B$-78.40B$-15.20B$-73.92B$-54.28B$28.45B
Returns
ROE24.4%24.4%25.4%27.6%14.5%-4.9%
Valuation
P/E27.0427.0419.4520.8632.42—
EV/EBITDA13.2413.2410.8010.9013.1923.69
P/B6.186.184.945.764.695.19
Growth & Yield
Revenue Growth16.0%16.0%6.2%9.7%——
EPS Growth11.9%11.9%25.0%100.7%——
Dividend Yield1.6%1.6%————

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

31.0%

muy exigente

EPS terminal req.

$13.29

Spread vs growth

-19.1%

5Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$16.08

Spread vs growth

-10.2%

10Y implied EPS CAGR

15.9%

exigente

EPS terminal req.

$25.90

Spread vs growth

-4.0%

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 +25.8%

Total return

+25.8%

Start / end P/E

22.7x → 25.2x

EPS bridge

5.28 → 5.91

Residual

+1.3%

EPS growth+11.9%
Multiple rerating+11.0%
Dividend+1.6%
Residual / FX / buybacks / cross-term+1.3%

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.