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BAK$4.10-1.44%
Fair $4.10+0.0%

BAK

Braskem S.A.

Basic Materials / ChemicalsNYSE

$4.10

-0.06 (-1.44%)

Fairly Valued+0.0%Fair Value $4.10Fund rank 27/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $-6.8B · quality 48.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

38/100

D

Piotroski

3/9

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 · BAKLocal privado en este navegador · Braskem S.A.
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

$1.6B

P/E

N/A

•

EV/EBITDA

8.8x

↓

ROE

61.2%

↑

Gross Margin

2.2%

↓

Debt/Equity

-4.42

↓
52-Week Range$4
$2$5

TradingView lightweight chart

BAK price, volumen y niveles de valoración

Último $4.100Periodo -47.9%
Fair value: $4.100

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

-9.8%

FCF CAGR

—

FCF margin

-10.4%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.72B · net income $-9.88B · FCF $-7.33B

2022-FY → 2025-FY

Gross margin

2.2%-9.6% pts

Operating margin

-2.3%-8.7% pts

Net margin

-14.0%-13.6% pts

FCF margin

-10.4%-14.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.72B$70.72B$77.41B$70.57B$96.52B
Net Income$-9.88B$-9.88B$-11.32B$-4.58B$-336.0M
EBITDA$7.08B$7.08B$-7.35B$3.26B$8.11B
EPS-24.79-24.79-28.40-11.49-0.84
Gross Margin2.2%2.2%7.7%4.3%11.8%
Operating Margin-2.3%-2.3%-1.3%-2.5%6.3%
Net Margin-14.0%-14.0%-14.6%-6.5%-0.3%
Balance Sheet
Debt/Equity-4.42-4.42-15.4215.017.35
Current Ratio0.710.71———
Cash Flow
Free Cash Flow$-7.33B$-7.33B$-1.32B$-6.80B$4.10B
Returns
ROE61.2%61.2%236.7%-114.7%-4.6%
Valuation
EV/EBITDA8.828.82—15.025.54
P/B———0.830.49
Growth & Yield
Revenue Growth-8.6%-8.6%9.7%-26.9%—
EPS Growth12.7%12.7%-147.1%-1263.1%—

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 +8.2%

Total return

+8.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-28.40 → -24.79

Residual

+8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.2%

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.