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BFSA.DE$35.95-0.14%
Fair $35.95+0.0%

BFSA.DE

Befesa S.A.

Industrials / Waste ManagementXETRA

$35.95

-0.05 (-0.14%)

Fairly Valued+0.0%Fair Value $35.95Fund rank 33/100 · Data gapFallback financials|
SA 61/B
F-Score: 8/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $113.3M · quality 62.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

8/9

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 · BFSA.DELocal privado en este navegador · Befesa 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

$1.4B

P/E

17.5x

↑

EV/EBITDA

8.6x

↓

ROE

10.0%

↑

Gross Margin

58.0%

↑

Debt/Equity

0.87

↑
52-Week Range$36
$24$37

TradingView lightweight chart

BFSA.DE price, volumen y niveles de valoración

Último $35.95Periodo -10.7%
Fair value: $35.95

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

+1.3%

FCF CAGR

+64.2%

FCF margin

11.5%

FCF / Net income

1.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18B · net income $80.5M · FCF $135.8M

2022-FY → 2025-FY

Gross margin

58.0%+7.9% pts

Operating margin

13.3%+3.1% pts

Net margin

6.8%-2.5% pts

FCF margin

11.5%+8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.18B$1.18B$1.24B$1.18B$1.14B
Net Income$80.5M$80.5M$50.8M$58.0M$106.2M
EBITDA$232.2M$232.2M$198.0M$184.5M$221.2M
EPS2.012.011.271.452.66
Gross Margin58.0%58.0%53.2%51.2%50.1%
Operating Margin13.3%13.3%9.8%7.4%10.1%
Net Margin6.8%6.8%4.1%4.9%9.4%
Balance Sheet
Debt/Equity0.870.870.870.860.88
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$135.8M$135.8M$113.3M$42.6M$30.7M
Returns
ROE10.0%10.0%6.1%7.0%13.2%
Valuation
P/E17.4517.4516.2723.1917.56
EV/EBITDA8.578.577.3010.5610.93
P/B1.791.791.001.632.32
Growth & Yield
Revenue Growth-4.6%-4.6%4.9%3.9%—
EPS Growth58.3%58.3%-12.4%-45.5%—
Dividend Yield1.8%1.8%———

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

16.6%

exigente

EPS terminal req.

$3.19

Spread vs growth

41.6%

5Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$3.86

Spread vs growth

44.3%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$6.22

Spread vs growth

46.3%

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 +30.0%

Total return

+30.0%

Start / end P/E

22.1x → 17.9x

EPS bridge

1.27 → 2.01

Residual

-11.1%

EPS growth+58.3%
Multiple rerating-19.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term-11.1%

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.