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BOW.WA$8.40-1.18%
Fair $8.40+0.0%

BOW.WA

Bowim S.A.

Basic Materials / SteelWarsaw

$8.40

-0.10 (-1.18%)

Fairly Valued+0.0%Fair Value $8.40Fund rank 31/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
Declining RevenueMargin CompressionLow Profitability

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $84.9M · quality 61.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

45/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -3.4%, below the 5% threshold
Thesis & Journal · BOW.WALocal privado en este navegador · Bowim 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

$143M

P/E

N/A

•

EV/EBITDA

14.2x

↑

ROE

-3.4%

↓

Gross Margin

7.1%

↓

Debt/Equity

0.03

↓
52-Week Range$8
$4$9

TradingView lightweight chart

BOW.WA price, volumen y niveles de valoración

Último $8.400Periodo -20.0%
Fair value: $8.400

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-7.0%

FCF CAGR

-34.7%

FCF margin

0.5%

FCF / Net income

-0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.82B · net income $-10.5M · FCF $9.0M

2021-FY → 2024-FY

Gross margin

7.1%-8.9% pts

Operating margin

-0.1%-11.1% pts

Net margin

-0.6%-7.3% pts

FCF margin

0.5%-0.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.82B$1.82B$2.04B$2.75B$2.26B
Net Income$-10.5M$-10.5M$13.2M$109.6M$150.9M
EBITDA$11.3M$11.3M$41.7M$173.3M$207.5M
EPS-0.54-0.540.685.617.73
Gross Margin7.1%7.1%6.0%11.2%16.0%
Operating Margin-0.1%-0.1%1.5%6.4%11.0%
Net Margin-0.6%-0.6%0.6%4.0%6.7%
Balance Sheet
Debt/Equity0.030.030.060.230.36
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$9.0M$9.0M$111.3M$84.9M$32.3M
Returns
ROE-3.4%-3.4%4.1%33.6%58.1%
Valuation
P/E——10.511.781.21
EV/EBITDA14.1614.163.031.441.28
P/B0.530.530.440.600.70
Growth & Yield
Revenue Growth-10.7%-10.7%-26.0%21.9%—
EPS Growth-179.4%-179.4%-87.9%-27.4%—

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 +78.3%

Total return

+78.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.68 → -0.54

Residual

+78.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+78.3%

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.