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DEL.WA$6.00-0.17%
Fair $6.00+0.0%

DEL.WA

Delko S.A.

Consumer Defensive / Household & Personal ProductsWarsaw

$6.00

-0.01 (-0.17%)

Fairly Valued+0.0%Fair Value $6.00Fund rank 37/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $28.0M · quality 80.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

34/100

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: 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 1.9%, below the 5% threshold
Thesis & Journal · DEL.WALocal privado en este navegador · Delko 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

$72M

P/E

20.0x

↑

EV/EBITDA

5.2x

↓

ROE

1.9%

↓

Gross Margin

21.9%

↓

Debt/Equity

0.62

↑
52-Week Range$6
$6$8

TradingView lightweight chart

DEL.WA price, volumen y niveles de valoración

Último $5.990Periodo +7.4%
Fair value: $6.000

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+0.1%

FCF CAGR

+3.6%

FCF margin

2.8%

FCF / Net income

7.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $782.2M · net income $2.9M · FCF $22.1M

2021-FY → 2025-FY

Gross margin

21.9%+1.9% pts

Operating margin

0.8%-1.9% pts

Net margin

0.4%-1.9% pts

FCF margin

2.8%+0.4% pts
MetricTTM
2025
2024
2022
2021
Income Statement
Revenue$782.2M$782.2M$882.3M$880.7M$779.7M
Net Income$2.9M$2.9M$15.2M$28.5M$18.1M
EBITDA$26.8M$26.8M$40.0M$52.7M$34.3M
EPS0.240.241.272.381.51
Gross Margin21.9%21.9%21.1%21.4%20.0%
Operating Margin0.8%0.8%2.1%4.0%2.7%
Net Margin0.4%0.4%1.7%3.2%2.3%
Balance Sheet
Debt/Equity0.620.620.640.600.73
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$22.1M$22.1M$32.6M$28.0M$19.2M
Returns
ROE1.9%1.9%9.5%19.8%15.0%
Valuation
P/E20.0020.006.744.035.35
EV/EBITDA5.155.154.393.585.27
P/B0.470.470.640.800.80
Growth & Yield
Revenue Growth-11.4%-11.4%0.2%13.0%—
EPS Growth-81.1%-81.1%-46.8%57.9%—
Dividend Yield10.8%10.8%———

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

30.4%

muy exigente

EPS terminal req.

$0.53

Spread vs growth

-111.5%

5Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$0.64

Spread vs growth

-102.9%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$1.04

Spread vs growth

-96.9%

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 -3.6%

Total return

-3.6%

Start / end P/E

5.5x → 25.0x

EPS bridge

1.27 → 0.24

Residual

-286.1%

EPS growth-81.1%
Multiple rerating+352.8%
Dividend+10.8%
Residual / FX / buybacks / cross-term-286.1%

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.