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BLUEDART.NS$4720.50-0.44%
Fair $4720.50+0.0%

BLUEDART.NS

Blue Dart Express Limited

Industrials / Integrated Freight & LogisticsNSE

$4720.50

-21.00 (-0.44%)

Fairly Valued+0.0%Fair Value $4720.50Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.0B · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

38/100

D

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · BLUEDART.NSLocal privado en este navegador · Blue Dart Express 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

$112.0B

P/E

45.5x

↑

EV/EBITDA

12.8x

↑

ROE

13.9%

↑

Gross Margin

16.2%

↓

Debt/Equity

0.64

↑
52-Week Range$4721
$4683$7080

TradingView lightweight chart

BLUEDART.NS price, volumen y niveles de valoración

Último $4,721Periodo +6202.4%
Fair value: $4,721

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+5.9%

FCF CAGR

+50.5%

FCF margin

8.1%

FCF / Net income

2.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.41B · net income $2.47B · FCF $4.96B

2023-FY → 2026-FY

Gross margin

16.2%-3.4% pts

Operating margin

6.7%-4.4% pts

Net margin

4.0%-3.1% pts

FCF margin

8.1%+5.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$61.41B$61.41B$57.20B$52.68B$51.72B
Net Income$2.47B$2.47B$2.52B$3.01B$3.71B
EBITDA$9.48B$9.48B$9.15B$9.04B$9.70B
EPS104.26104.26106.38126.86156.16
Gross Margin16.2%16.2%16.0%18.2%19.5%
Operating Margin6.7%6.7%6.8%8.1%11.1%
Net Margin4.0%4.0%4.4%5.7%7.2%
Balance Sheet
Debt/Equity0.640.640.650.790.95
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$4.96B$4.96B$4.81B$5.79B$1.45B
Returns
ROE13.9%13.9%16.2%22.0%31.4%
Valuation
P/E45.4545.4555.9447.8940.04
EV/EBITDA12.7612.7616.3616.9616.36
P/B6.306.309.0610.5412.58
Growth & Yield
Revenue Growth7.4%7.4%8.6%1.8%—
EPS Growth-2.0%-2.0%-16.1%-18.8%—
Dividend Yield0.5%0.5%———

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

59.0%

muy exigente

EPS terminal req.

$418.87

Spread vs growth

-61.0%

5Y implied EPS CAGR

37.2%

muy exigente

EPS terminal req.

$506.83

Spread vs growth

-39.2%

10Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$816.25

Spread vs growth

-24.8%

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 -29.6%

Total return

-29.6%

Start / end P/E

63.5x → 45.3x

EPS bridge

106.38 → 104.26

Residual

+0.6%

EPS growth-2.0%
Multiple rerating-28.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term+0.6%

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.