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DMVF3.SA$6.92-0.43%
Fair $6.92+0.0%

DMVF3.SA

d1000 Varejo Farma Participações S.A.

Healthcare / Pharmaceutical RetailersSão Paulo

$6.92

-0.03 (-0.43%)

Fairly Valued+0.0%Fair Value $6.92Fund rank 37/100 · Data gapFallback financials|
SA 55/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $81.9M · quality 78.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

55/100

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 2.5%, below the 5% threshold
Thesis & Journal · DMVF3.SALocal privado en este navegador · d1000 Varejo Farma Participações 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

$350M

P/E

14.7x

↓

EV/EBITDA

3.9x

↓

ROE

2.5%

↑

Gross Margin

28.6%

↓

Debt/Equity

0.55

↑
52-Week Range$7
$4$8

TradingView lightweight chart

DMVF3.SA price, volumen y niveles de valoración

Último $6.920Periodo -55.6%
Fair value: $6.920

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

+21.6%

FCF CAGR

+5.2%

FCF margin

2.7%

FCF / Net income

3.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.67B · net income $22.6M · FCF $72.8M

2022-FY → 2025-FY

Gross margin

28.6%-3.5% pts

Operating margin

3.1%+0.7% pts

Net margin

0.8%+0.1% pts

FCF margin

2.7%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.67B$2.67B$2.16B$1.75B$1.48B
Net Income$22.6M$22.6M$25.9M$21.4M$11.4M
EBITDA$210.4M$210.4M$181.0M$159.8M$139.9M
EPS0.450.450.510.420.22
Gross Margin28.6%28.6%30.6%31.6%32.1%
Operating Margin3.1%3.1%2.9%2.9%2.4%
Net Margin0.8%0.8%1.2%1.2%0.8%
Balance Sheet
Debt/Equity0.550.550.460.330.33
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$72.8M$72.8M$81.9M$88.0M$62.5M
Returns
ROE2.5%2.5%2.9%2.5%1.3%
Valuation
P/E14.7214.7210.6814.4818.08
EV/EBITDA3.873.873.493.433.08
P/B0.380.380.310.360.24
Growth & Yield
Revenue Growth23.4%23.4%23.5%17.9%—
EPS Growth-12.7%-12.7%21.1%88.4%—

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

11.2%

razonable

EPS terminal req.

$0.61

Spread vs growth

-24.0%

5Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$0.74

Spread vs growth

-23.5%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$1.20

Spread vs growth

-23.1%

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 +27.2%

Total return

+27.2%

Start / end P/E

10.6x → 15.5x

EPS bridge

0.51 → 0.45

Residual

-5.8%

EPS growth-12.7%
Multiple rerating+45.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.8%

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.