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BLAU3.SA$10.56-0.85%
Fair $10.56+0.0%

BLAU3.SA

Blau Farmacêutica S.A.

Healthcare / Drug Manufacturers - Specialty & GenericSão Paulo

$10.56

-0.09 (-0.85%)

Fairly Valued+0.0%Fair Value $10.56Fund rank 33/100 · Data gapFallback financials|
SA 56/C
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $134.1M · quality 68.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

56/100

C

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 · BLAU3.SALocal privado en este navegador · Blau Farmacêutica 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

$2.4B

P/E

11.2x

↓

EV/EBITDA

5.7x

↓

ROE

13.0%

↑

Gross Margin

40.1%

↓

Debt/Equity

0.26

↑
52-Week Range$11
$9$15

TradingView lightweight chart

BLAU3.SA price, volumen y niveles de valoración

Último $10.56Periodo -66.6%
Fair value: $10.56

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

+6.6%

FCF CAGR

-0.1%

FCF margin

7.9%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.70B · net income $295.0M · FCF $134.1M

2022-FY → 2025-FY

Gross margin

40.1%-7.4% pts

Operating margin

20.8%-11.2% pts

Net margin

17.3%-8.5% pts

FCF margin

7.9%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.70B$1.70B$1.75B$1.37B$1.41B
Net Income$295.0M$295.0M$217.2M$249.8M$363.4M
EBITDA$529.8M$529.8M$402.0M$405.2M$523.3M
EPS1.281.280.941.081.57
Gross Margin40.1%40.1%37.5%35.7%47.5%
Operating Margin20.8%20.8%18.6%24.4%32.0%
Net Margin17.3%17.3%12.4%18.2%25.8%
Balance Sheet
Debt/Equity0.260.260.260.300.17
Current Ratio2.662.66———
Cash Flow
Free Cash Flow$134.1M$134.1M$366.1M$105.6M$134.4M
Returns
ROE13.0%13.0%10.0%12.5%19.9%
Valuation
P/E11.2311.2310.5710.8712.84
EV/EBITDA5.695.697.028.219.55
P/B1.081.081.061.372.58
Growth & Yield
Revenue Growth-3.0%-3.0%27.8%-2.4%—
EPS Growth36.4%36.4%-13.5%-30.9%—
Dividend Yield6.3%6.3%———

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

-9.9%

fácil

EPS terminal req.

$0.94

Spread vs growth

46.3%

5Y implied EPS CAGR

-2.4%

fácil

EPS terminal req.

$1.13

Spread vs growth

38.8%

10Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$1.83

Spread vs growth

32.8%

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 +4.3%

Total return

+4.3%

Start / end P/E

11.5x → 8.3x

EPS bridge

0.94 → 1.28

Residual

-10.2%

EPS growth+36.4%
Multiple rerating-28.1%
Dividend+6.3%
Residual / FX / buybacks / cross-term-10.2%

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.