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ASSOCIATED.BO$93.10+0.00%
Fair $93.10+0.0%

ASSOCIATED.BO

Associated Coaters Ltd

Industrials / Specialty Business ServicesBSE

$93.10

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $93.10Fund rank 26/100 · Data gapFallback financials|
SA 54/C
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 18%

FCF escenarios

weak_data · normalized FCF $2.8M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

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 · ASSOCIATED.BOLocal privado en este navegador · Associated Coaters 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

$126M

P/E

11.8x

↓

EV/EBITDA

5.9x

↓

ROE

15.7%

↑

Gross Margin

54.9%

↑

Debt/Equity

0.01

↓
52-Week Range$93
$79$133

TradingView lightweight chart

ASSOCIATED.BO price, volumen y niveles de valoración

Último $93.10Periodo -31.0%
Fair value: $93.10

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

+62.3%

FCF CAGR

—

FCF margin

-27.8%

FCF / Net income

-1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.6M · net income $10.6M · FCF $-16.6M

2022-FY → 2025-FY

Gross margin

54.9%+29.2% pts

Operating margin

24.2%+10.9% pts

Net margin

17.8%+8.0% pts

FCF margin

-27.8%-24.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$59.6M$59.6M$53.8M$35.9M$13.9M
Net Income$10.6M$10.6M$9.9M$5.4M$1.4M
EBITDA$17.0M$17.0M$15.0M$8.1M$2.2M
EPS7.857.857.304.021.01
Gross Margin54.9%54.9%48.5%34.1%25.7%
Operating Margin24.2%24.2%25.7%20.6%13.3%
Net Margin17.8%17.8%18.4%15.1%9.8%
Balance Sheet
Debt/Equity0.010.010.210.140.63
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$-16.6M$-16.6M$2.8M$5.9M$-441000.00
Returns
ROE15.7%15.7%59.5%77.2%85.2%
Valuation
P/E11.7811.78———
EV/EBITDA5.865.86———
P/B1.861.86———
Growth & Yield
Revenue Growth10.8%10.8%49.8%157.5%—
EPS Growth7.5%7.5%81.8%297.2%—

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

1.7%

fácil

EPS terminal req.

$8.26

Spread vs growth

5.8%

5Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$10.00

Spread vs growth

2.5%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$16.10

Spread vs growth

0.0%

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 -30.1%

Total return

-30.1%

Start / end P/E

18.2x → 11.9x

EPS bridge

7.30 → 7.85

Residual

-2.6%

EPS growth+7.5%
Multiple rerating-34.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.6%

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.