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B2BSOFT.BO$23.37-1.56%
Fair $23.37+0.0%

B2BSOFT.BO

B2B Software Technologies Limited

Technology / Information Technology ServicesBSE

$23.37

-0.37 (-1.56%)

Fairly Valued+0.0%Fair Value $23.37Fund rank 32/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.6M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

45/100

C

Piotroski

5/9

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 · B2BSOFT.BOLocal privado en este navegador · B2B Software Technologies 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

$394M

P/E

21.4x

↓

EV/EBITDA

8.7x

↓

ROE

11.3%

↑

Gross Margin

29.9%

↓

Debt/Equity

N/A

•
52-Week Range$23
$16$38

TradingView lightweight chart

B2BSOFT.BO price, volumen y niveles de valoración

Último $23.37Periodo +182.7%
Fair value: $23.37

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+15.5%

FCF CAGR

+28.7%

FCF margin

10.3%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $304.6M · net income $28.4M · FCF $31.3M

2023-FY → 2026-FY

Gross margin

29.9%-2.8% pts

Operating margin

7.8%-2.0% pts

Net margin

9.3%-2.7% pts

FCF margin

10.3%+2.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$304.6M$304.6M$241.4M$203.2M$197.7M
Net Income$28.4M$28.4M$26.3M$18.4M$23.8M
EBITDA$39.7M$39.7M$33.9M$12.5M$20.5M
EPS——1.511.061.37
Gross Margin29.9%29.9%23.8%30.0%32.6%
Operating Margin7.8%7.8%7.3%5.3%9.8%
Net Margin9.3%9.3%10.9%9.1%12.0%
Balance Sheet
Current Ratio11.9711.97———
Cash Flow
Free Cash Flow$31.3M$31.3M$16.6M$13.9M$14.7M
Returns
ROE11.3%11.3%11.7%9.2%13.1%
Valuation
P/E21.4421.4411.7221.7611.60
EV/EBITDA8.678.678.3530.3012.55
P/B1.571.571.372.001.52
Growth & Yield
Revenue Growth26.2%26.2%18.8%2.8%—
EPS Growth——42.8%-22.8%—
Dividend Yield5.6%5.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +23.3%

Total return

+23.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.51 → n/d

Residual

+17.7%

EPS growthn/d
Multiple reratingn/d
Dividend+5.6%
Residual / FX / buybacks / cross-term+17.7%

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.