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BEW.SI$0.75+0.00%
Fair $0.75+0.0%

BEW.SI

JB Foods Limited

Consumer Defensive / ConfectionersSES

$0.75

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.75Fund rank 22/100 · Data gapFallback financials|
SA 61/B
F-Score: 5/9

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 16%

FCF escenarios

weak_data · normalized FCF $-45.2M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

61/100

B

Piotroski

5/9

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 · BEW.SILocal privado en este navegador · JB Foods 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

$260M

P/E

6.3x

↓

EV/EBITDA

3.4x

↓

ROE

28.4%

↑

Gross Margin

12.3%

↓

Debt/Equity

0.96

↑
52-Week Range$1
$0$1

TradingView lightweight chart

BEW.SI price, volumen y niveles de valoración

Último $0.750Periodo -8.0%
Fair value: $0.750

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2026 · 5 años de histórico normalizado

Revenue CAGR

+25.3%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.39B · net income $79.9M · FCF $-45.2M

2021-FY → 2026-FY

Gross margin

12.3%+6.5% pts

Operating margin

9.7%+7.5% pts

Net margin

5.8%+2.7% pts

FCF margin

-3.3%+4.2% pts
MetricTTM
2026
2023
2022
2021
Income Statement
Revenue$1.39B$1.39B$595.8M$509.6M$448.8M
Net Income$79.9M$79.9M$1.9M$16.7M$13.8M
EBITDA$140.0M$140.0M$24.8M$33.7M$29.6M
EPS———0.060.05
Gross Margin12.3%12.3%6.8%9.4%5.8%
Operating Margin9.7%9.7%3.4%5.3%2.2%
Net Margin5.8%5.8%0.3%3.3%3.1%
Balance Sheet
Debt/Equity0.960.961.551.021.24
Current Ratio1.521.52———
Cash Flow
Free Cash Flow$-45.2M$-45.2M$-66.0M$35.1M$-33.7M
Returns
ROE28.4%28.4%1.1%9.3%8.3%
Valuation
P/E6.256.25—8.2711.52
EV/EBITDA3.443.4415.968.9011.51
P/B0.920.920.830.770.96
Growth & Yield
Revenue Growth132.6%132.6%16.9%13.6%—
EPS Growth———19.6%—
Dividend Yield3.1%3.1%———

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 +68.0%

Total return

+68.0%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+64.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term+64.8%

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.