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BIMETAL.BO$617.55+10.27%
Fair $617.55+0.0%

BIMETAL.BO

Bimetal Bearings Limited

Consumer Cyclical / Auto PartsBSE

$617.55

+60.10 (+10.27%)

Fairly Valued+0.0%Fair Value $617.55Fund rank 28/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9
Low 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $19.2M · quality 46.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

65/100

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: 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. ROE is 5.0%, below the 5% threshold
Thesis & Journal · BIMETAL.BOLocal privado en este navegador · Bimetal Bearings 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

$2.4B

P/E

22.4x

↑

EV/EBITDA

11.9x

↑

ROE

5.0%

↑

Gross Margin

33.1%

↑

Debt/Equity

0.04

↓
52-Week Range$618
$491$690

TradingView lightweight chart

BIMETAL.BO price, volumen y niveles de valoración

Último $645.10Periodo -2.2%
Fair value: $617.55

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

+7.3%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.32B · net income $112.5M · FCF $19.2M

2022-FY → 2025-FY

Gross margin

33.1%+3.2% pts

Operating margin

2.9%+2.0% pts

Net margin

4.8%+2.5% pts

FCF margin

0.8%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.32B$2.32B$2.25B$2.20B$1.88B
Net Income$112.5M$112.5M$101.8M$111.4M$44.8M
EBITDA$204.8M$204.8M$209.0M$219.4M$125.9M
EPS29.4229.4226.6229.1111.71
Gross Margin33.1%33.1%30.5%31.5%29.9%
Operating Margin2.9%2.9%2.3%4.4%0.9%
Net Margin4.8%4.8%4.5%5.1%2.4%
Balance Sheet
Debt/Equity0.040.040.040.050.03
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$19.2M$19.2M$15.3M$19.5M$-37.4M
Returns
ROE5.0%5.0%4.6%5.4%2.3%
Valuation
P/E22.3722.37———
EV/EBITDA11.9011.90———
P/B1.051.05———
Growth & Yield
Revenue Growth3.3%3.3%2.3%16.7%—
EPS Growth10.5%10.5%-8.6%148.6%—
Dividend Yield2.0%2.0%———

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

23.0%

exigente

EPS terminal req.

$54.80

Spread vs growth

-12.5%

5Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$66.30

Spread vs growth

-7.1%

10Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$106.78

Spread vs growth

-3.2%

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 +10.0%

Total return

+10.0%

Start / end P/E

22.5x → 21.9x

EPS bridge

26.62 → 29.42

Residual

-0.2%

EPS growth+10.5%
Multiple rerating-2.3%
Dividend+2.0%
Residual / FX / buybacks / cross-term-0.2%

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.