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BSD.PA$5.32-0.37%
Fair $5.32+0.0%

BSD.PA

Bourse Direct SA

Financial Services / Capital MarketsParis

$5.32

-0.02 (-0.37%)

Fairly Valued+0.0%Fair Value $5.32Fund rank 37/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

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 87.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

47/100

C

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: 0unknown: 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.
Thesis & Journal · BSD.PALocal privado en este navegador · Bourse Direct SA
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

$275M

P/E

14.0x

↑

EV/EBITDA

N/A

•

ROE

22.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.66

↑
52-Week Range$5
$4$6

TradingView lightweight chart

BSD.PA price, volumen y niveles de valoración

Último $5.320Periodo -53.7%
Fair value: $5.320

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

+24.2%

FCF CAGR

+26.6%

FCF margin

22.7%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.2M · net income $19.7M · FCF $16.0M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

28.1%+13.1% pts

FCF margin

22.7%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.2M$70.2M$70.4M$62.3M$36.6M
Net Income$19.7M$19.7M$19.1M$15.9M$5.5M
EPS0.380.380.370.300.10
Net Margin28.1%28.1%27.2%25.6%15.0%
Balance Sheet
Debt/Equity0.660.660.590.900.84
Current Ratio0.990.99———
Cash Flow
Free Cash Flow$16.0M$16.0M$16.3M$22.2M$7.9M
Returns
ROE22.2%22.2%23.9%21.2%7.9%
Valuation
P/E14.0014.0012.6817.6834.20
P/B3.093.093.103.752.66
Growth & Yield
Revenue Growth-0.2%-0.2%13.0%70.0%—
EPS Growth3.2%3.2%25.3%195.2%—
Dividend Yield4.5%4.5%———

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

7.3%

razonable

EPS terminal req.

$0.47

Spread vs growth

-4.2%

5Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$0.57

Spread vs growth

-5.2%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$0.92

Spread vs growth

-6.0%

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 +31.2%

Total return

+31.2%

Start / end P/E

11.4x → 13.9x

EPS bridge

0.37 → 0.38

Residual

+0.7%

EPS growth+3.2%
Multiple rerating+22.8%
Dividend+4.5%
Residual / FX / buybacks / cross-term+0.7%

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.