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BCONCEPTS.BO$198.05-1.57%
Fair $198.05+0.0%

BCONCEPTS.BO

Brand Concepts Limited

Consumer Cyclical / Footwear & AccessoriesBSE

$198.05

-3.15 (-1.57%)

Fairly Valued+0.0%Fair Value $198.05Fund rank 19/100 · Data gapFallback financials|
SA 27/D
F-Score: 2/9
High DebtMargin CompressionLow Profitability

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-305.1M · quality 30.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

27/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Debt-to-Equity ratio is 2.20, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is 1.3%, below the 5% threshold
Thesis & Journal · BCONCEPTS.BOLocal privado en este navegador · Brand Concepts 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

$2.5B

P/E

227.6x

↑

EV/EBITDA

14.5x

↑

ROE

1.3%

↓

Gross Margin

56.0%

↑

Debt/Equity

2.20

↑
52-Week Range$198
$187$443

TradingView lightweight chart

BCONCEPTS.BO price, volumen y niveles de valoración

Último $198.05Periodo +271.9%
Fair value: $198.05

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

+28.9%

FCF CAGR

—

FCF margin

-8.7%

FCF / Net income

-28.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.50B · net income $10.9M · FCF $-305.1M

2023-FY → 2026-FY

Gross margin

56.0%+8.2% pts

Operating margin

5.0%-6.0% pts

Net margin

0.3%-5.7% pts

FCF margin

-8.7%-10.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$3.50B$3.50B$2.93B$2.90B$1.63B
Net Income$10.9M$10.9M$52.3M$120.5M$97.8M
EBITDA$298.1M$298.1M$326.3M$304.5M$200.7M
EPS0.860.864.139.809.36
Gross Margin56.0%56.0%54.9%51.9%47.8%
Operating Margin5.0%5.0%6.7%8.0%11.0%
Net Margin0.3%0.3%1.8%4.2%6.0%
Balance Sheet
Debt/Equity2.202.201.751.211.27
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$-305.1M$-305.1M$-313.2M$-226.7M$27.4M
Returns
ROE1.3%1.3%6.6%18.2%35.4%
Valuation
P/E227.64227.6479.6276.0623.40
EV/EBITDA14.4814.4817.0532.9013.35
P/B3.033.035.2213.978.44
Growth & Yield
Revenue Growth19.4%19.4%1.0%77.8%—
EPS Growth-79.2%-79.2%-57.9%4.7%—

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

173.4%

muy exigente

EPS terminal req.

$17.57

Spread vs growth

-252.6%

5Y implied EPS CAGR

89.9%

muy exigente

EPS terminal req.

$21.26

Spread vs growth

-169.1%

10Y implied EPS CAGR

44.5%

muy exigente

EPS terminal req.

$34.25

Spread vs growth

-123.7%

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 -40.6%

Total return

-40.6%

Start / end P/E

80.7x → 230.3x

EPS bridge

4.13 → 0.86

Residual

-146.8%

EPS growth-79.2%
Multiple rerating+185.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-146.8%

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.