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BERVINL.BO$51.08-4.86%
Fair $51.08+0.0%

BERVINL.BO

Bervin Investment and Leasing Limited

Financial Services / Asset ManagementBSE

$51.08

-2.61 (-4.86%)

Fairly Valued+0.0%Fair Value $51.08Fund rank 29/100 · Data gapFallback financials|
SA 11/F
F-Score: 2/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 38.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

11/100

F

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is -3.4%, below the 5% threshold
Thesis & Journal · BERVINL.BOLocal privado en este navegador · Bervin Investment and Leasing 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

$301M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-3.4%

↓

Gross Margin

94.0%

↑

Debt/Equity

0.30

↓
52-Week Range$51
$48$74

TradingView lightweight chart

BERVINL.BO price, volumen y niveles de valoración

Último $51.08Periodo -31.8%
Fair value: $51.08

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

-40.4%

FCF CAGR

—

FCF margin

-697.1%

FCF / Net income

20.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.1M · net income $-9.8M · FCF $-202.7M

2022-FY → 2025-FY

Gross margin

94.0%+4.8% pts

Operating margin

81.7%-6.5% pts

Net margin

-33.7%-133.5% pts

FCF margin

-697.1%-781.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.1M$29.1M$2.4M$108.4M$137.4M
Net Income$-9.8M$-9.8M$86.2M$-100.3M$137.1M
EBITDA$-2.4M$-2.4M$117.0M$-91.3M$170.7M
EPS-1.66-1.6614.61-17.0023.24
Gross Margin94.0%94.0%33.7%98.4%89.2%
Operating Margin81.7%81.7%-55.1%94.7%88.2%
Net Margin-33.7%-33.7%3644.9%-92.5%99.8%
Balance Sheet
Debt/Equity0.300.300.281.770.11
Cash Flow
Free Cash Flow$-202.7M$-202.7M$271.9M$-303.3M$115.5M
Returns
ROE-3.4%-3.4%22.2%-55.6%36.1%
Valuation
P/B1.051.05———
Growth & Yield
Revenue Growth1130.1%1130.1%-97.8%-21.1%—
EPS Growth-111.4%-111.4%185.9%-173.1%—

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 -15.4%

Total return

-15.4%

Start / end P/E

n/dx → n/dx

EPS bridge

14.61 → -1.66

Residual

-15.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.4%

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.