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CVH.BA$9220.00+2.33%
Fair $9220.00+0.0%

CVH.BA

Cablevisión Holding S.A.

Communication Services / Telecom ServicesBuenos Aires

$9220.00

+210.00 (+2.33%)

Fairly Valued+0.0%Fair Value $9220.00Fund rank 26/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9
High DebtLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $546.2B · quality 47.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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: 2unknown: 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. Debt-to-Equity ratio is 2.10, above the 2.0 threshold ROE is -2.9%, below the 5% threshold
Thesis & Journal · CVH.BALocal privado en este navegador · Cablevisión Holding 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

$1.67T

P/E

14.3x

↓

EV/EBITDA

3.1x

↓

ROE

-2.9%

↓

Gross Margin

75.4%

↑

Debt/Equity

2.10

↑
52-Week Range$9220
$3950$9250

TradingView lightweight chart

CVH.BA price, volumen y niveles de valoración

Último $9,220Periodo +2078.1%
Fair value: $9,220

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

+54.2%

FCF CAGR

+46.3%

FCF margin

10.7%

FCF / Net income

-10.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.33T · net income $-81.05B · FCF $889.32B

2022-FY → 2025-FY

Gross margin

75.4%+1.7% pts

Operating margin

5.5%+39.0% pts

Net margin

-1.0%+12.8% pts

FCF margin

10.7%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8328.81B$8328.81B$5442.96B$4483.97B$2270.73B
Net Income$-81.05B$-81.05B$509.23B$-216.73B$-313.60B
EBITDA$2295.47B$2295.47B$3795.33B$386.52B$858.95B
EPS-448.68-448.682819.01-1199.77-557.48
Gross Margin75.4%75.4%73.2%73.4%73.7%
Operating Margin5.5%5.5%-3.8%-5.0%-33.5%
Net Margin-1.0%-1.0%9.4%-4.8%-13.8%
Balance Sheet
Debt/Equity2.102.101.422.601.59
Current Ratio0.580.58———
Cash Flow
Free Cash Flow$889.32B$889.32B$546.16B$332.94B$283.89B
Returns
ROE-2.9%-2.9%17.8%-11.7%-32.2%
Valuation
P/E14.3514.352.75——
EV/EBITDA3.063.061.3313.191.88
P/B0.600.600.490.330.20
Growth & Yield
Revenue Growth53.0%53.0%21.4%97.5%—
EPS Growth-115.9%-115.9%335.0%-115.2%—
Dividend Yield0.3%0.3%———

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 +33.8%

Total return

+33.8%

Start / end P/E

n/dx → n/dx

EPS bridge

2819.01 → -448.68

Residual

+33.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+33.4%

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.