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CHEMCON.BO$184.30-1.31%
Fair $184.30+0.0%

CHEMCON.BO

Chemcon Speciality Chemicals Limited

Basic Materials / Specialty ChemicalsBSE

$184.30

-2.45 (-1.31%)

Fairly Valued+0.0%Fair Value $184.30Fund rank 27/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $287.5M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

52/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.9%, below the 5% threshold
Thesis & Journal · CHEMCON.BOLocal privado en este navegador · Chemcon Speciality Chemicals 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

$6.8B

P/E

28.6x

↑

EV/EBITDA

15.7x

↑

ROE

4.9%

↑

Gross Margin

35.0%

↑

Debt/Equity

0.11

↓
52-Week Range$184
$125$295

TradingView lightweight chart

CHEMCON.BO price, volumen y niveles de valoración

Último $184.30Periodo -68.5%
Fair value: $184.30

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

-7.3%

FCF CAGR

—

FCF margin

13.5%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.40B · net income $236.0M · FCF $323.5M

2023-FY → 2026-FY

Gross margin

35.0%-5.5% pts

Operating margin

7.8%-12.9% pts

Net margin

9.8%-8.5% pts

FCF margin

13.5%+24.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.40B$2.40B$2.07B$2.65B$3.01B
Net Income$236.0M$236.0M$244.5M$191.9M$551.1M
EBITDA$456.2M$456.2M$471.5M$400.2M$839.6M
EPS6.446.446.685.2415.04
Gross Margin35.0%35.0%41.9%27.4%40.6%
Operating Margin7.8%7.8%10.8%6.2%20.7%
Net Margin9.8%9.8%11.8%7.2%18.3%
Balance Sheet
Debt/Equity0.110.110.050.090.14
Current Ratio4.414.41———
Cash Flow
Free Cash Flow$323.5M$323.5M$287.5M$-308.8M$-334.5M
Returns
ROE4.9%4.9%4.9%4.0%12.0%
Valuation
P/E28.6228.6226.1349.0516.73
EV/EBITDA15.7415.7413.9224.4111.21
P/B1.401.401.281.982.02
Growth & Yield
Revenue Growth15.7%15.7%-21.9%-11.9%—
EPS Growth-3.6%-3.6%27.5%-65.2%—
Dividend Yield7.0%7.0%———

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

36.4%

muy exigente

EPS terminal req.

$16.35

Spread vs growth

-40.0%

5Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$19.79

Spread vs growth

-28.8%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$31.87

Spread vs growth

-20.9%

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 -0.0%

Total return

-0.0%

Start / end P/E

29.7x → 28.6x

EPS bridge

6.68 → 6.44

Residual

+0.1%

EPS growth-3.6%
Multiple rerating-3.5%
Dividend+7.0%
Residual / FX / buybacks / cross-term+0.1%

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.