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CEMENTOS.SN$1730.00+0.00%
Fair $1730.00+0.0%

CEMENTOS.SN

Cementos Bio Bio S.A.

Basic Materials / Building MaterialsSantiago

$1730.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1730.00Fund rank 35/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9

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 $46.7B · quality 69.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

38/100

D

Piotroski

5/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · CEMENTOS.SNLocal privado en este navegador · Cementos Bio Bio S.A.
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

$457.1B

P/E

10176.5x

↑

EV/EBITDA

10.6x

↓

ROE

11.5%

↑

Gross Margin

38.6%

↑

Debt/Equity

0.43

↑
52-Week Range$1730
$1400$2001

TradingView lightweight chart

CEMENTOS.SN price, volumen y niveles de valoración

Último $1,730Periodo +293.2%
Fair value: $1,730

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

+3.5%

FCF CAGR

+74.0%

FCF margin

12.6%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $370.54B · net income $33.09B · FCF $46.67B

2022-FY → 2025-FY

Gross margin

38.6%+7.7% pts

Operating margin

11.8%+9.1% pts

Net margin

8.9%+5.8% pts

FCF margin

12.6%+9.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$370.54B$370.54B$359.56B$349.10B$334.00B
Net Income$33.09B$33.09B$32.43B$22.80B$10.56B
EBITDA$51.00B$51.00B$54.91B$43.68B$19.07B
EPS0.130.13123.0086.0040.00
Gross Margin38.6%38.6%38.1%37.0%30.8%
Operating Margin11.8%11.8%10.6%9.8%2.7%
Net Margin8.9%8.9%9.0%6.5%3.2%
Balance Sheet
Debt/Equity0.430.430.530.480.51
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$46.67B$46.67B$54.17B$23.90B$8.86B
Returns
ROE11.5%11.5%12.0%8.9%4.4%
Valuation
P/E10176.4710176.4713.027.6716.20
EV/EBITDA10.5510.559.826.5014.86
P/B1.591.591.570.680.71
Growth & Yield
Revenue Growth3.1%3.1%3.0%4.5%—
EPS Growth-99.9%-99.9%43.0%115.0%—
Dividend Yield2.2%2.2%———

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

970.9%

muy exigente

EPS terminal req.

$153.51

Spread vs growth

-1070.8%

5Y implied EPS CAGR

330.9%

muy exigente

EPS terminal req.

$185.75

Spread vs growth

-430.8%

10Y implied EPS CAGR

117.7%

muy exigente

EPS terminal req.

$299.14

Spread vs growth

-217.6%

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 +10.3%

Total return

+10.3%

Start / end P/E

13.0x → 13840.0x

EPS bridge

123.00 → 0.13

Residual

-106187.0%

EPS growth-99.9%
Multiple rerating+106295.0%
Dividend+2.2%
Residual / FX / buybacks / cross-term-106187.0%

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.