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CEATLTD.BO$3222.55+0.75%
Fair $3222.55+0.0%

CEATLTD.BO

CEAT Limited

Consumer Cyclical / Auto PartsBSE

$3222.55

+24.10 (+0.75%)

Fairly Valued+0.0%Fair Value $3222.55Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.4B · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

48/100

C

Piotroski

6/9

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 · CEATLTD.BOLocal privado en este navegador · CEAT 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

$130.0B

P/E

23.5x

↑

EV/EBITDA

8.1x

↓

ROE

13.8%

↑

Gross Margin

39.4%

↑

Debt/Equity

0.65

↑
52-Week Range$3223
$3007$4432

TradingView lightweight chart

CEATLTD.BO price, volumen y niveles de valoración

Último $3,223Periodo +16012.8%
Fair value: $3,223

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

+12.0%

FCF CAGR

+25.1%

FCF margin

4.1%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $156.78B · net income $6.98B · FCF $6.39B

2023-FY → 2026-FY

Gross margin

39.4%+6.5% pts

Operating margin

8.6%+4.1% pts

Net margin

4.5%+2.8% pts

FCF margin

4.1%+1.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$156.78B$156.78B$132.18B$117.82B$111.49B
Net Income$6.98B$6.98B$4.73B$6.43B$1.86B
EBITDA$20.16B$20.16B$14.62B$16.31B$9.58B
EPS172.78172.78116.85158.8746.03
Gross Margin39.4%39.4%37.7%42.6%32.9%
Operating Margin8.6%8.6%6.9%9.7%4.5%
Net Margin4.5%4.5%3.6%5.5%1.7%
Balance Sheet
Debt/Equity0.650.650.490.440.67
Cash Flow
Free Cash Flow$6.39B$6.39B$1.49B$8.52B$3.26B
Returns
ROE13.8%13.8%10.8%15.9%5.4%
Valuation
P/E23.5123.5124.5416.8831.12
EV/EBITDA8.068.069.367.728.38
P/B2.582.582.652.681.68
Growth & Yield
Revenue Growth18.6%18.6%12.2%5.7%—
EPS Growth47.9%47.9%-26.4%245.1%—
Dividend Yield0.8%0.8%———

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

18.3%

exigente

EPS terminal req.

$285.95

Spread vs growth

29.6%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$346.00

Spread vs growth

33.0%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$557.23

Spread vs growth

35.4%

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 -13.0%

Total return

-13.0%

Start / end P/E

32.0x → 18.7x

EPS bridge

116.85 → 172.78

Residual

-19.9%

EPS growth+47.9%
Multiple rerating-41.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term-19.9%

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.