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CLARA.BO$37.50+0.00%
Fair $37.50+0.0%

CLARA.BO

Clara Industries Ltd

Consumer Cyclical / Packaging & ContainersBSE

$37.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $37.50Fund rank 24/100 · Data gapFallback financials|
SA 42/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 18%

FCF escenarios

weak_data · normalized FCF $-25.7M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

42/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.4%, below the 5% threshold
Thesis & Journal · CLARA.BOLocal privado en este navegador · Clara Industries Ltd
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

$963M

P/E

44.6x

↑

EV/EBITDA

23.8x

↑

ROE

4.4%

↓

Gross Margin

31.0%

↑

Debt/Equity

0.02

↓
52-Week Range$38
$30$45

TradingView lightweight chart

CLARA.BO price, volumen y niveles de valoración

Último $37.50Periodo +373.5%
Fair value: $37.50

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

+43.5%

FCF CAGR

—

FCF margin

34.3%

FCF / Net income

1.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $107.8M · net income $18.9M · FCF $37.0M

2022-FY → 2025-FY

Gross margin

31.0%-7.0% pts

Operating margin

25.6%-8.2% pts

Net margin

17.5%-11.3% pts

FCF margin

34.3%+159.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$107.8M$107.8M$126.8M$113.8M$36.5M
Net Income$18.9M$18.9M$42.0M$39.5M$10.5M
EBITDA$32.5M$32.5M$64.5M$55.4M$14.7M
EPS0.910.912.072.861.62
Gross Margin31.0%31.0%55.8%51.3%38.0%
Operating Margin25.6%25.6%49.5%48.3%33.7%
Net Margin17.5%17.5%33.1%34.7%28.8%
Balance Sheet
Debt/Equity0.020.020.040.440.14
Current Ratio17.9917.99———
Cash Flow
Free Cash Flow$37.0M$37.0M$-239.4M$-25.7M$-45.7M
Returns
ROE4.4%4.4%10.2%42.2%19.5%
Valuation
P/E44.6444.6418.6514.3310.57
EV/EBITDA23.8423.8412.0510.747.71
P/B1.811.811.906.052.06
Growth & Yield
Revenue Growth-15.0%-15.0%11.4%212.0%—
EPS Growth-56.0%-56.0%-27.7%77.0%—

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

54.1%

muy exigente

EPS terminal req.

$3.33

Spread vs growth

-110.1%

5Y implied EPS CAGR

34.6%

muy exigente

EPS terminal req.

$4.03

Spread vs growth

-90.7%

10Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$6.48

Spread vs growth

-77.7%

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 -2.1%

Total return

-2.1%

Start / end P/E

18.5x → 41.2x

EPS bridge

2.07 → 0.91

Residual

-68.7%

EPS growth-56.0%
Multiple rerating+122.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-68.7%

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.