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v0.1
B2K.F$2.10-0.94%
Fair $2.10+0.0%

B2K.F

Bell Equipment Limited

Industrials / Farm & Heavy Construction MachineryFrankfurt

$2.10

-0.02 (-0.94%)

Fairly Valued+0.0%Fair Value $2.10Fund rank 31/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
Declining Revenue

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 20%

FCF escenarios

weak_data · normalized FCF $928.9M · 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 27/100Data 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

52/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · B2K.FLocal privado en este navegador · Bell Equipment 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

$201M

P/E

10.5x

↓

EV/EBITDA

0.7x

↓

ROE

6.6%

↑

Gross Margin

22.2%

↓

Debt/Equity

0.16

↓
52-Week Range$2
$2$2

TradingView lightweight chart

B2K.F price, volumen y niveles de valoración

Último $2.100Periodo -55.7%
Fair value: $2.100

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

+2.8%

FCF CAGR

—

FCF margin

8.3%

FCF / Net income

2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.15B · net income $384.0M · FCF $928.9M

2022-FY → 2025-FY

Gross margin

22.2%+2.4% pts

Operating margin

—— pts

Net margin

3.4%-1.0% pts

FCF margin

8.3%+11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.15B$11.15B$11.70B$13.51B$10.28B
Net Income$384.0M$384.0M$440.4M$763.6M$456.8M
EBITDA$896.2M$896.2M$1.08B$1.51B$1.03B
EPS3.713.714.147.443.57
Gross Margin22.2%22.2%21.1%20.0%19.8%
Net Margin3.4%3.4%3.8%5.7%4.4%
Balance Sheet
Debt/Equity0.160.160.230.440.42
Current Ratio1.991.99———
Cash Flow
Free Cash Flow$928.9M$928.9M$1.75B$39.0M$-347.0M
Returns
ROE6.6%6.6%7.9%14.7%10.6%
Valuation
P/E10.5010.500.470.150.23
EV/EBITDA0.670.671.181.471.68
P/B0.040.040.040.020.02
Growth & Yield
Revenue Growth-4.7%-4.7%-13.4%31.5%—
EPS Growth-10.4%-10.4%-44.4%108.4%—
Dividend Yield2.4%2.4%———

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

-63.1%

fácil

EPS terminal req.

$0.19

Spread vs growth

52.7%

5Y implied EPS CAGR

-42.9%

fácil

EPS terminal req.

$0.23

Spread vs growth

32.5%

10Y implied EPS CAGR

-20.7%

fácil

EPS terminal req.

$0.36

Spread vs growth

10.4%

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 +14.1%

Total return

+14.1%

Start / end P/E

0.5x → 0.6x

EPS bridge

4.14 → 3.71

Residual

-2.6%

EPS growth-10.4%
Multiple rerating+24.6%
Dividend+2.4%
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.