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BSL.BO$125.10-3.14%
Fair $125.10+0.0%

BSL.BO

BSL Limited

Consumer Cyclical / Textile ManufacturingBSE

$125.10

-4.05 (-3.14%)

Fairly Valued+0.0%Fair Value $125.10Fund rank 17/100 · Data gapFallback financials|
SA 23/D
F-Score: 3/9
High DebtMargin 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $99.5M · quality 13.7/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

23/100

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: 3unknown: 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. Debt-to-Equity ratio is 3.66, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is 2.0%, below the 5% threshold
Thesis & Journal · BSL.BOLocal privado en este navegador · BSL 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

$1.3B

P/E

54.2x

↑

EV/EBITDA

11.4x

↑

ROE

2.0%

↓

Gross Margin

34.3%

↑

Debt/Equity

3.66

↑
52-Week Range$125
$98$209

TradingView lightweight chart

BSL.BO price, volumen y niveles de valoración

Último $125.10Periodo +558.4%
Fair value: $125.10

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

+11.8%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

4.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.57B · net income $23.8M · FCF $99.5M

2023-FY → 2026-FY

Gross margin

34.3%-2.8% pts

Operating margin

4.9%-4.1% pts

Net margin

0.4%-3.2% pts

FCF margin

1.5%+33.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.57B$6.57B$6.67B$6.57B$4.70B
Net Income$23.8M$23.8M$81.6M$112.3M$169.1M
EBITDA$498.3M$498.3M$603.1M$634.6M$506.6M
EPS2.312.317.9310.9116.43
Gross Margin34.3%34.3%35.9%30.8%37.1%
Operating Margin4.9%4.9%6.3%7.1%9.1%
Net Margin0.4%0.4%1.2%1.7%3.6%
Balance Sheet
Debt/Equity3.663.663.533.883.32
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$99.5M$99.5M$445.9M$-620.1M$-1.48B
Returns
ROE2.0%2.0%6.8%10.0%16.2%
Valuation
P/E54.1654.1622.0816.6610.17
EV/EBITDA11.4011.409.979.8410.22
P/B1.071.071.511.661.65
Growth & Yield
Revenue Growth-1.5%-1.5%1.6%39.8%—
EPS Growth-70.9%-70.9%-27.3%-33.6%—
Dividend Yield0.6%0.6%———

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

68.8%

muy exigente

EPS terminal req.

$11.10

Spread vs growth

-139.6%

5Y implied EPS CAGR

42.2%

muy exigente

EPS terminal req.

$13.43

Spread vs growth

-113.1%

10Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$21.63

Spread vs growth

-95.9%

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 -22.0%

Total return

-22.0%

Start / end P/E

20.4x → 54.2x

EPS bridge

7.93 → 2.31

Residual

-117.4%

EPS growth-70.9%
Multiple rerating+165.6%
Dividend+0.6%
Residual / FX / buybacks / cross-term-117.4%

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.