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DELTA.BD$53.90-0.37%
Fair $53.90+0.0%

DELTA.BD

Delta Group Nyilvánosan Mukodo Részvénytársaság

Technology / Information Technology ServicesBudapest

$53.90

-0.20 (-0.37%)

Fairly Valued+0.0%Fair Value $53.90Fund rank 27/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9

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 $467.6M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

54/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · DELTA.BDLocal privado en este navegador · Delta Group Nyilvánosan Mukodo Részvénytársaság
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

$20.6B

P/E

12.2x

↓

EV/EBITDA

7.4x

↓

ROE

26.0%

↑

Gross Margin

19.4%

↓

Debt/Equity

0.46

↑
52-Week Range$54
$36$89

TradingView lightweight chart

DELTA.BD price, volumen y niveles de valoración

Último $53.90Periodo -97.5%
Fair value: $53.90

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+33.4%

FCF CAGR

—

FCF margin

6.4%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.33B · net income $1.82B · FCF $1.99B

2021-FY → 2024-FY

Gross margin

19.4%+12.6% pts

Operating margin

8.8%+9.7% pts

Net margin

5.8%+7.2% pts

FCF margin

6.4%+7.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$31.33B$31.33B$18.85B$26.65B$13.19B
Net Income$1.82B$1.82B$227.9M$1.00B$-175.5M
EBITDA$3.17B$3.17B$984.9M$1.47B$93.3M
EPS4.414.410.592.68—
Gross Margin19.4%19.4%16.7%12.2%6.8%
Operating Margin8.8%8.8%4.2%5.4%-0.9%
Net Margin5.8%5.8%1.2%3.8%-1.3%
Balance Sheet
Debt/Equity0.460.461.180.710.56
Cash Flow
Free Cash Flow$1.99B$1.99B$-472.6M$467.6M$-166.3M
Returns
ROE26.0%26.0%4.5%20.4%-4.4%
Valuation
P/E12.2212.2273.5614.03—
EV/EBITDA7.367.3622.6711.51286.25
P/B2.942.943.282.876.29
Growth & Yield
Revenue Growth66.2%66.2%-29.3%102.0%—
EPS Growth647.5%647.5%-78.0%——

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

2.7%

fácil

EPS terminal req.

$4.78

Spread vs growth

644.7%

5Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$5.79

Spread vs growth

641.9%

10Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$9.32

Spread vs growth

639.7%

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 -5.1%

Total return

-5.1%

Start / end P/E

96.3x → 12.2x

EPS bridge

0.59 → 4.41

Residual

-565.3%

EPS growth+647.5%
Multiple rerating-87.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-565.3%

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.