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BMKS3.SA$390.00+4.84%
Fair $390.00+0.0%

BMKS3.SA

Bicicletas Monark S.A.

Consumer Cyclical / LeisureSão Paulo

$390.00

+18.01 (+4.84%)

Fairly Valued+0.0%Fair Value $390.00Fund rank 36/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9
Declining Revenue

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 $24.4M · quality 72.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

57/100

C

Piotroski

6/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · BMKS3.SALocal privado en este navegador · Bicicletas Monark 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

$177M

P/E

3.0x

↓

EV/EBITDA

0.2x

↓

ROE

31.0%

↑

Gross Margin

28.9%

↓

Debt/Equity

0.01

↓
52-Week Range$390
$343$535

TradingView lightweight chart

BMKS3.SA price, volumen y niveles de valoración

Último $390.00Periodo +84.8%
Fair value: $390.00

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

-7.8%

FCF CAGR

+18.4%

FCF margin

408.6%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.5M · net income $59.0M · FCF $59.2M

2022-FY → 2025-FY

Gross margin

28.9%+3.6% pts

Operating margin

-56.1%-28.0% pts

Net margin

407.4%+265.6% pts

FCF margin

408.6%+216.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.5M$14.5M$15.1M$15.9M$18.5M
Net Income$59.0M$59.0M$15.0M$17.8M$26.2M
EBITDA$98.8M$98.8M$21.9M$26.2M$34.1M
EPS129.85129.8533.0639.2258.00
Gross Margin28.9%28.9%30.6%29.5%25.2%
Operating Margin-56.1%-56.1%-32.9%-24.2%-28.1%
Net Margin407.4%407.4%99.8%112.1%141.8%
Balance Sheet
Debt/Equity0.010.010.020.030.00
Current Ratio9.619.61———
Cash Flow
Free Cash Flow$59.2M$59.2M$15.2M$24.4M$35.7M
Returns
ROE31.0%31.0%7.4%8.6%12.9%
Valuation
P/E2.982.9810.138.705.22
EV/EBITDA0.180.18-0.37-0.31-1.01
P/B0.930.930.750.750.67
Growth & Yield
Revenue Growth-3.8%-3.8%-5.3%-14.1%—
EPS Growth292.7%292.7%-15.7%-32.4%—
Dividend Yield35.0%35.0%———

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

-35.6%

fácil

EPS terminal req.

$34.61

Spread vs growth

328.4%

5Y implied EPS CAGR

-20.3%

fácil

EPS terminal req.

$41.87

Spread vs growth

313.0%

10Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$67.44

Spread vs growth

299.0%

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 +37.6%

Total return

+37.6%

Start / end P/E

11.5x → 3.0x

EPS bridge

33.06 → 129.85

Residual

-216.2%

EPS growth+292.7%
Multiple rerating-73.9%
Dividend+35.0%
Residual / FX / buybacks / cross-term-216.2%

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.