StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
CARRARO.NS$516.45-0.70%
Fair $516.45+0.0%

CARRARO.NS

CARRARO.NS

Consumer Cyclical / Auto PartsNSE

$516.45

-3.65 (-0.70%)

Fairly Valued+0.0%Fair Value $516.45Fund rank 32/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $258.4M · quality 61.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

53/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CARRARO.NSLocal privado en este navegador · CARRARO.NS
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

$29.4B

P/E

22.5x

↑

EV/EBITDA

12.6x

↑

ROE

23.1%

↑

Gross Margin

26.6%

↓

Debt/Equity

0.27

↓
52-Week Range$516
$401$668

TradingView lightweight chart

CARRARO.NS price, volumen y niveles de valoración

Último $516.45Periodo -18.8%
Fair value: $516.45

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

+9.8%

FCF CAGR

+82.0%

FCF margin

4.5%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.55B · net income $1.31B · FCF $1.02B

2023-FY → 2026-FY

Gross margin

26.6%+5.7% pts

Operating margin

7.7%+2.8% pts

Net margin

5.8%+2.9% pts

FCF margin

4.5%+3.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$22.55B$22.55B$18.08B$17.80B$17.04B
Net Income$1.31B$1.31B$881.2M$625.4M$484.4M
EBITDA$2.38B$2.38B$1.86B$1.50B$1.24B
EPS22.9622.9615.5011.008.52
Gross Margin26.6%26.6%27.3%22.8%20.8%
Operating Margin7.7%7.7%6.9%6.0%4.9%
Net Margin5.8%5.8%4.9%3.5%2.8%
Balance Sheet
Debt/Equity0.270.270.420.580.57
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$1.02B$1.02B$243.2M$258.4M$169.8M
Returns
ROE23.1%23.1%19.2%16.9%14.4%
Valuation
P/E22.5122.5119.88——
EV/EBITDA12.6112.6110.05——
P/B5.205.203.83——
Growth & Yield
Revenue Growth24.8%24.8%1.6%4.5%—
EPS Growth48.1%48.1%40.9%29.1%—
Dividend Yield0.9%0.9%———

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

25.9%

muy exigente

EPS terminal req.

$45.83

Spread vs growth

22.2%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$55.45

Spread vs growth

28.8%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$89.30

Spread vs growth

33.6%

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 +15.5%

Total return

+15.5%

Start / end P/E

29.1x → 22.5x

EPS bridge

15.50 → 22.96

Residual

-10.9%

EPS growth+48.1%
Multiple rerating-22.6%
Dividend+0.9%
Residual / FX / buybacks / cross-term-10.9%

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.