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v0.1
BCM.WA$5.36-0.74%
Fair $5.36+0.0%

BCM.WA

Betacom S.A.

Technology / Information Technology ServicesWarsaw

$5.36

-0.04 (-0.74%)

Fairly Valued+0.0%Fair Value $5.36Fund rank 31/100 · Data gapFallback financials|
SA 70/B
F-Score: 6/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $6.3M · 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 33/100Data 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

70/100

B

Piotroski

6/9

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 · BCM.WALocal privado en este navegador · Betacom 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

$22M

P/E

15.3x

↓

EV/EBITDA

1.1x

↓

ROE

10.2%

↑

Gross Margin

14.0%

↓

Debt/Equity

0.04

↓
52-Week Range$5
$4$6

TradingView lightweight chart

BCM.WA price, volumen y niveles de valoración

Último $5.360Periodo -63.0%
Fair value: $5.360

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

+14.0%

FCF CAGR

—

FCF margin

5.6%

FCF / Net income

5.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $190.6M · net income $2.0M · FCF $10.7M

2022-FY → 2025-FY

Gross margin

14.0%+3.3% pts

Operating margin

1.0%+0.2% pts

Net margin

1.1%+0.1% pts

FCF margin

5.6%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$190.6M$190.6M$176.9M$145.8M$128.6M
Net Income$2.0M$2.0M$1.5M$64000.00$1.2M
EBITDA$6.1M$6.1M$5.5M$3.7M$3.0M
EPS0.390.390.29-0.220.30
Gross Margin14.0%14.0%12.5%12.6%10.7%
Operating Margin1.0%1.0%1.2%-0.3%0.8%
Net Margin1.1%1.1%0.9%0.0%1.0%
Balance Sheet
Debt/Equity0.040.040.080.180.20
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$10.7M$10.7M$110000.00$6.3M$-2.8M
Returns
ROE10.2%10.2%7.9%0.3%6.5%
Valuation
P/E15.3115.3121.55—13.77
EV/EBITDA1.071.073.952.293.81
P/B1.081.081.310.890.90
Growth & Yield
Revenue Growth7.7%7.7%21.3%13.4%—
EPS Growth34.5%34.5%231.8%-172.1%—
Dividend Yield4.1%4.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$0.48

Spread vs growth

27.6%

5Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$0.58

Spread vs growth

26.4%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$0.93

Spread vs growth

25.4%

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 +13.9%

Total return

+13.9%

Start / end P/E

16.8x → 13.7x

EPS bridge

0.29 → 0.39

Residual

-6.3%

EPS growth+34.5%
Multiple rerating-18.3%
Dividend+4.1%
Residual / FX / buybacks / cross-term-6.3%

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.