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CADUA.MX$7.98-0.25%
Fair $7.98+0.0%

CADUA.MX

Corpovael, S.A.B. de C.V.

Real Estate / Real Estate - DevelopmentMexico

$7.98

-0.02 (-0.25%)

Fairly Valued+0.0%Fair Value $7.98Fund rank 37/100 · Data gapFallback financials|
SA 70/B
F-Score: 7/9

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 22.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

70/100

B

Piotroski

7/9

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 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 · CADUA.MXLocal privado en este navegador · Corpovael, S.A.B. de C.V.
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

$2.3B

P/E

5.5x

↓

EV/EBITDA

74.3x

↑

ROE

7.1%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.29

↓
52-Week Range$8
$3$8

TradingView lightweight chart

CADUA.MX price, volumen y niveles de valoración

Último $7.980Periodo -55.2%
Fair value: $7.980

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

+10.8%

FCF CAGR

-5.2%

FCF margin

17.0%

FCF / Net income

2.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.07B · net income $412.2M · FCF $858.8M

2022-FY → 2025-FY

Gross margin

23.7%-1.7% pts

Operating margin

9.3%-1.1% pts

Net margin

8.1%+1.2% pts

FCF margin

17.0%-10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.07B$5.07B$4.49B$4.51B$3.73B
Net Income$412.2M$412.2M$232.0M$296.0M$259.0M
EBITDA$563.7M$563.7M$475.0M$564.9M$413.3M
EPS1.361.360.750.930.80
Gross Margin23.7%23.7%26.7%27.1%25.4%
Operating Margin9.3%9.3%9.7%11.6%10.4%
Net Margin8.1%8.1%5.2%6.6%6.9%
Balance Sheet
Debt/Equity0.290.290.400.400.62
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$858.8M$858.8M$264.0M$1.31B$1.01B
Returns
ROE7.1%7.1%4.3%5.7%5.2%
Valuation
P/E5.545.544.673.233.52
EV/EBITDA74.2974.295.954.548.17
P/B7.007.000.200.180.19
Growth & Yield
Revenue Growth12.9%12.9%-0.4%20.9%—
EPS Growth81.3%81.3%-19.4%16.3%—
Dividend Yield4.8%4.8%———

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

-19.6%

fácil

EPS terminal req.

$0.71

Spread vs growth

100.9%

5Y implied EPS CAGR

-8.8%

fácil

EPS terminal req.

$0.86

Spread vs growth

90.2%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$1.38

Spread vs growth

81.2%

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 +148.0%

Total return

+148.0%

Start / end P/E

4.4x → 5.9x

EPS bridge

0.75 → 1.36

Residual

+27.8%

EPS growth+81.3%
Multiple rerating+34.2%
Dividend+4.8%
Residual / FX / buybacks / cross-term+27.8%

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.