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BLT.BO$31.00+8.01%
Fair $31.00+0.0%

BLT.BO

BLT.BO

Industrials / TruckingBSE

$31.00

+2.30 (+8.01%)

Fairly Valued+0.0%Fair Value $31.00Fund rank 20/100 · Data gapFallback financials|
SA 44/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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-8.6M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

44/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · BLT.BOLocal privado en este navegador · BLT.BO
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

$149M

P/E

3.1x

↓

EV/EBITDA

2.9x

↓

ROE

43.6%

↑

Gross Margin

16.2%

↓

Debt/Equity

1.55

↑
52-Week Range$31
$21$100

TradingView lightweight chart

BLT.BO price, volumen y niveles de valoración

Último $31.00Periodo -67.5%
Fair value: $31.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+25.9%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $491.7M · net income $38.4M · FCF $-8.6M

2023-FY → 2025-FY

Gross margin

16.2%+4.6% pts

Operating margin

12.3%+5.5% pts

Net margin

7.8%+3.4% pts

FCF margin

-1.8%-6.3% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$491.7M$491.7M$403.5M$310.3M
Net Income$38.4M$38.4M$31.3M$13.5M
EBITDA$98.5M$98.5M$88.7M$47.0M
EPS8.008.006.532.83
Gross Margin16.2%16.2%15.9%11.6%
Operating Margin12.3%12.3%12.1%6.8%
Net Margin7.8%7.8%7.8%4.4%
Balance Sheet
Debt/Equity1.551.552.424.11
Current Ratio2.882.88——
Cash Flow
Free Cash Flow$-8.6M$-8.6M$-40.5M$14.0M
Returns
ROE43.6%43.6%63.1%76.6%
Valuation
P/E3.093.09——
EV/EBITDA2.882.88——
P/B1.691.69——
Growth & Yield
Revenue Growth21.9%21.9%30.0%—
EPS Growth22.6%22.6%131.0%—

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

-30.0%

fácil

EPS terminal req.

$2.75

Spread vs growth

52.6%

5Y implied EPS CAGR

-16.1%

fácil

EPS terminal req.

$3.33

Spread vs growth

38.7%

10Y implied EPS CAGR

-3.9%

fácil

EPS terminal req.

$5.36

Spread vs growth

26.6%

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 · available periodreconcilia total -67.5%

Total return

-67.5%

Start / end P/E

14.6x → 3.9x

EPS bridge

6.53 → 8.00

Residual

-16.7%

EPS growth+22.6%
Multiple rerating-73.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-16.7%

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.