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ASSOCER.BO$175.85+0.00%
Fair $175.85+0.0%

ASSOCER.BO

Associated Ceramics Ltd

Basic Materials / Building MaterialsBSE

$175.85

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $175.85Fund rank 31/100 · Data gapFallback financials|
SA 48/C
F-Score: 8/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $45.4M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

48/100

C

Piotroski

8/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · ASSOCER.BOLocal privado en este navegador · Associated Ceramics Ltd
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

$360M

P/E

14.3x

↓

EV/EBITDA

5.0x

↓

ROE

9.2%

↑

Gross Margin

42.1%

↑

Debt/Equity

0.06

↓
52-Week Range$176
$140$264

TradingView lightweight chart

ASSOCER.BO price, volumen y niveles de valoración

Último $173.95Periodo +1832.8%
Fair value: $175.85

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

+3.1%

FCF CAGR

+18.4%

FCF margin

10.8%

FCF / Net income

2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $419.0M · net income $21.6M · FCF $45.4M

2022-FY → 2025-FY

Gross margin

42.1%+1.1% pts

Operating margin

6.8%-6.5% pts

Net margin

5.2%-5.8% pts

FCF margin

10.8%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$419.0M$419.0M$404.2M$555.7M$382.5M
Net Income$21.6M$21.6M$8.6M$45.8M$41.8M
EBITDA$70.5M$70.5M$56.4M$81.2M$64.3M
EPS10.5610.564.1922.3818.32
Gross Margin42.1%42.1%41.8%35.5%41.0%
Operating Margin6.8%6.8%4.0%12.0%13.3%
Net Margin5.2%5.2%2.1%8.2%10.9%
Balance Sheet
Debt/Equity0.060.060.330.310.12
Cash Flow
Free Cash Flow$45.4M$45.4M$130.4M$-72.9M$27.4M
Returns
ROE9.2%9.2%4.0%22.2%16.3%
Valuation
P/E14.3014.30130.100.400.49
EV/EBITDA5.055.0520.960.930.66
P/B1.521.525.190.090.08
Growth & Yield
Revenue Growth3.7%3.7%-27.3%45.3%—
EPS Growth152.0%152.0%-81.3%22.2%—

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

13.9%

razonable

EPS terminal req.

$15.60

Spread vs growth

138.1%

5Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$18.88

Spread vs growth

139.7%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$30.41

Spread vs growth

140.9%

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 -27.5%

Total return

-27.5%

Start / end P/E

57.3x → 16.5x

EPS bridge

4.19 → 10.56

Residual

-108.3%

EPS growth+152.0%
Multiple rerating-71.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-108.3%

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.