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COME.BA$50.20+1.70%
Fair $50.20+0.0%

COME.BA

Sociedad Comercial del Plata S.A.

Industrials / ConglomeratesBuenos Aires

$50.20

+0.84 (+1.70%)

Fairly Valued+0.0%Fair Value $50.20Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
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 $14.4B · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

36/100

D

Piotroski

3/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -10.8%, below the 5% threshold
Thesis & Journal · COME.BALocal privado en este navegador · Sociedad Comercial del Plata 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

$351.4B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-10.8%

↓

Gross Margin

9.3%

↓

Debt/Equity

0.07

↓
52-Week Range$50
$29$85

TradingView lightweight chart

COME.BA price, volumen y niveles de valoración

Último $50.20Periodo +93574.2%
Fair value: $50.20

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

+32.1%

FCF CAGR

-9.3%

FCF margin

2.2%

FCF / Net income

-0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $655.95B · net income $-58.20B · FCF $14.39B

2022-FY → 2025-FY

Gross margin

9.3%-7.8% pts

Operating margin

-1.1%-11.0% pts

Net margin

-8.9%-16.0% pts

FCF margin

2.2%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$655.95B$655.95B$735.85B$566.60B$284.25B
Net Income$-58.20B$-58.20B$86.38B$-65.12B$20.15B
EBITDA$-32.95B$-32.95B$100.71B$-30.32B$44.89B
EPS-9.97-9.9728.01-9.232.88
Gross Margin9.3%9.3%8.4%15.3%17.2%
Operating Margin-1.1%-1.1%-1.1%6.5%10.0%
Net Margin-8.9%-8.9%11.7%-11.5%7.1%
Balance Sheet
Debt/Equity0.070.070.050.080.00
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$14.39B$14.39B$-60.01B$39.77B$19.28B
Returns
ROE-10.8%-10.8%14.5%-15.2%9.0%
Valuation
P/E——4.33—3.02
EV/EBITDA——8.59—1.31
P/B0.540.541.430.580.27
Growth & Yield
Revenue Growth-10.9%-10.9%29.9%99.3%—
EPS Growth-135.6%-135.6%403.5%-420.6%—
Dividend Yield1.5%1.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -30.2%

Total return

-30.2%

Start / end P/E

n/dx → n/dx

EPS bridge

28.01 → -9.97

Residual

-31.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.5%
Residual / FX / buybacks / cross-term-31.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.