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BVZN.SW$1640.00-2.38%
Fair $1640.00+0.0%

BVZN.SW

BVZ Holding AG

Industrials / RailroadsSwiss

$1640.00

-40.00 (-2.38%)

Fairly Valued+0.0%Fair Value $1640.00Fund rank 19/100 · Data gapFallback financials|
SA 60/B
F-Score: 8/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $22.5M · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

60/100

B

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · BVZN.SWLocal privado en este navegador · BVZ Holding AG
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

$324M

P/E

10.1x

↓

EV/EBITDA

7.8x

↓

ROE

12.3%

↑

Gross Margin

27.6%

↑

Debt/Equity

1.45

↑
52-Week Range$1640
$950$1680

TradingView lightweight chart

BVZN.SW price, volumen y niveles de valoración

Último $1,640Periodo +394.0%
Fair value: $1,640

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

+11.7%

FCF CAGR

—

FCF margin

11.7%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $192.5M · net income $32.2M · FCF $22.5M

2022-FY → 2025-FY

Gross margin

27.6%+15.1% pts

Operating margin

23.3%+3.4% pts

Net margin

16.7%+1.8% pts

FCF margin

11.7%+53.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$192.5M$192.5M$169.4M$167.4M$138.0M
Net Income$32.2M$32.2M$21.6M$26.3M$20.6M
EBITDA$80.6M$80.6M$68.2M$69.5M$52.6M
EPS163.15163.15109.41133.10104.39
Gross Margin27.6%27.6%17.8%18.8%12.5%
Operating Margin23.3%23.3%18.8%22.1%19.9%
Net Margin16.7%16.7%12.7%15.7%14.9%
Balance Sheet
Debt/Equity1.451.451.711.931.62
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$22.5M$22.5M$33.1M$-86.6M$-57.3M
Returns
ROE12.3%12.3%9.2%12.2%10.7%
Valuation
P/E10.0510.058.136.956.99
EV/EBITDA7.807.807.357.747.87
P/B1.231.230.750.850.75
Growth & Yield
Revenue Growth13.7%13.7%1.2%21.2%—
EPS Growth49.1%49.1%-17.8%27.5%—
Dividend Yield1.8%1.8%———

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

-3.7%

fácil

EPS terminal req.

$145.52

Spread vs growth

52.9%

5Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$176.08

Spread vs growth

47.6%

10Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$283.58

Spread vs growth

43.4%

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 +71.7%

Total return

+71.7%

Start / end P/E

8.8x → 10.1x

EPS bridge

109.41 → 163.15

Residual

+6.9%

EPS growth+49.1%
Multiple rerating+14.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term+6.9%

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.