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BTYU11.SA$7.56-1.82%
Fair $7.56+0.0%

BTYU11.SA

BTYU11.SA

Real Estate / REIT - DiversifiedSão Paulo

$7.56

-0.14 (-1.82%)

Fairly Valued+0.0%Fair Value $7.56Fund rank 26/100 · Data gapFallback financials|
SA 13/F
F-Score: 1/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 54.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

13/100

F

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · BTYU11.SALocal privado en este navegador · BTYU11.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

$227M

P/E

5.6x

↓

EV/EBITDA

N/A

•

ROE

13.5%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$8
$7$11

TradingView lightweight chart

BTYU11.SA price, volumen y niveles de valoración

Último $7.560Periodo -25.4%
Fair value: $7.560

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-4.2%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.5M · net income $40.6M · FCF $-1.9M

2024-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

89.2%— pts

FCF margin

-4.2%— pts
MetricTTM
2025
2024
Income Statement
Revenue$45.5M$45.5M—
Net Income$40.6M$40.6M—
Net Margin89.2%89.2%—
Cash Flow
Free Cash Flow$-1.9M$-1.9M—
Returns
ROE13.5%13.5%—
Valuation
P/E5.605.60—
P/B0.750.751.15
Growth & Yield
Dividend Yield14.1%14.1%—

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

Margins (%)

Returns (%)

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 -10.0%

Total return

-10.0%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-24.0%

EPS growthn/d
Multiple reratingn/d
Dividend+14.1%
Residual / FX / buybacks / cross-term-24.0%

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.