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BESALCO.SN$1250.00+0.00%
Fair $1250.00+0.0%

BESALCO.SN

Besalco S.A.

Industrials / Engineering & ConstructionSantiago

$1250.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1250.00Fund rank 27/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
Margin Compression

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $25.2B · quality 40.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

48/100

C

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · BESALCO.SNLocal privado en este navegador · Besalco 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

$720.2B

P/E

11.8x

↓

EV/EBITDA

9.0x

↓

ROE

16.6%

↑

Gross Margin

12.5%

↓

Debt/Equity

1.34

↑
52-Week Range$1250
$793$1455

TradingView lightweight chart

BESALCO.SN price, volumen y niveles de valoración

Último $1,250Periodo +290.6%
Fair value: $1,250

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

+11.8%

FCF CAGR

+1.6%

FCF margin

4.9%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10T · net income $61.11B · FCF $53.42B

2022-FY → 2025-FY

Gross margin

12.5%-2.9% pts

Operating margin

8.5%-3.0% pts

Net margin

5.6%+0.4% pts

FCF margin

4.9%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1097.14B$1097.14B$1023.90B$860.74B$784.84B
Net Income$61.11B$61.11B$45.18B$44.14B$40.51B
EBITDA$122.73B$122.73B$99.59B$105.54B$87.40B
EPS106.10106.1078.4076.6070.30
Gross Margin12.5%12.5%13.4%14.2%15.4%
Operating Margin8.5%8.5%9.1%10.4%11.6%
Net Margin5.6%5.6%4.4%5.1%5.2%
Balance Sheet
Debt/Equity1.341.341.261.241.44
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$53.42B$53.42B$-12.03B$25.23B$50.98B
Returns
ROE16.6%16.6%13.8%15.6%16.0%
Valuation
P/E11.7811.787.235.884.69
EV/EBITDA8.968.966.925.025.59
P/B1.961.961.000.920.75
Growth & Yield
Revenue Growth7.2%7.2%19.0%9.7%—
EPS Growth35.3%35.3%2.3%9.0%—
Dividend Yield3.7%3.7%———

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

1.5%

fácil

EPS terminal req.

$110.92

Spread vs growth

33.8%

5Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$134.21

Spread vs growth

30.5%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$216.15

Spread vs growth

28.0%

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 +58.4%

Total return

+58.4%

Start / end P/E

10.3x → 11.8x

EPS bridge

78.40 → 106.10

Residual

+5.0%

EPS growth+35.3%
Multiple rerating+14.3%
Dividend+3.7%
Residual / FX / buybacks / cross-term+5.0%

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.