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BMIN4.SA$17.85+0.00%
Fair $17.85+0.0%

BMIN4.SA

Banco Mercantil de Investimentos S.A.

Financial Services / Banks - RegionalSão Paulo

$17.85

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $17.85Fund rank 16/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 26.0/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

34/100

D

Piotroski

3/9

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.25, above the 2.0 threshold
Thesis & Journal · BMIN4.SALocal privado en este navegador · Banco Mercantil de Investimentos 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

$86M

P/E

7.6x

↓

EV/EBITDA

35.3x

↑

ROE

7.3%

↑

Gross Margin

15.3%

↓

Debt/Equity

3.25

↑
52-Week Range$18
$16$27

TradingView lightweight chart

BMIN4.SA price, volumen y niveles de valoración

Último $17.85Periodo -64.5%
Fair value: $17.85

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

+18.9%

FCF CAGR

—

FCF margin

-55.1%

FCF / Net income

-3.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.0M · net income $10.4M · FCF $-40.8M

2022-FY → 2025-FY

Gross margin

15.3%-40.3% pts

Operating margin

-10.3%-39.1% pts

Net margin

14.0%-8.1% pts

FCF margin

-55.1%+49.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$74.0M$74.0M$43.0M$39.4M$44.1M
Net Income$10.4M$10.4M$7.2M$7.3M$9.8M
EBITDA$15.3M$15.3M$10.2M$12.0M$12.7M
EPS——1.491.512.02
Gross Margin15.3%15.3%50.1%63.7%55.7%
Operating Margin-10.3%-10.3%23.8%30.4%28.8%
Net Margin14.0%14.0%16.7%18.4%22.1%
Balance Sheet
Debt/Equity3.253.251.020.780.35
Cash Flow
Free Cash Flow$-40.8M$-40.8M$-28.3M$23.7M$-46.1M
Returns
ROE7.3%7.3%5.1%5.5%7.4%
Valuation
P/E7.607.6011.3410.766.56
EV/EBITDA35.3335.3320.9813.868.58
P/B0.610.610.580.590.48
Growth & Yield
Revenue Growth72.1%72.1%9.2%-10.6%—
EPS Growth——-1.1%-25.5%—
Dividend Yield7.8%7.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +12.9%

Total return

+12.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.49 → n/d

Residual

+5.1%

EPS growthn/d
Multiple reratingn/d
Dividend+7.8%
Residual / FX / buybacks / cross-term+5.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.