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DODLA.BO$1104.65-3.64%
Fair $1104.65+0.0%

DODLA.BO

Dodla Dairy Limited

Consumer Defensive / Food DistributionBSE

$1104.65

-40.75 (-3.64%)

Fairly Valued+0.0%Fair Value $1104.65Fund rank 29/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

39/100

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: 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 · DODLA.BOLocal privado en este navegador · Dodla Dairy Limited
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

$66.6B

P/E

24.9x

↑

EV/EBITDA

18.1x

↑

ROE

15.9%

↑

Gross Margin

25.6%

↓

Debt/Equity

0.03

↓
52-Week Range$1105
$955$1523

TradingView lightweight chart

DODLA.BO price, volumen y niveles de valoración

Último $1,080Periodo +77.3%
Fair value: $1,105

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+13.6%

FCF CAGR

+36.4%

FCF margin

3.2%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.25B · net income $2.67B · FCF $1.33B

2023-FY → 2026-FY

Gross margin

25.6%+2.9% pts

Operating margin

5.5%+0.6% pts

Net margin

6.5%+2.1% pts

FCF margin

3.2%+1.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$41.25B$41.25B$37.20B$31.24B$28.10B
Net Income$2.67B$2.67B$2.60B$1.67B$1.22B
EBITDA$3.66B$3.66B$4.34B$3.16B$2.14B
EPS——43.2727.7520.39
Gross Margin25.6%25.6%27.4%25.9%22.7%
Operating Margin5.5%5.5%8.2%7.1%4.9%
Net Margin6.5%6.5%7.0%5.3%4.4%
Balance Sheet
Debt/Equity0.030.030.030.040.03
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$1.33B$1.33B$4.10B$-1.07B$523.4M
Returns
ROE15.9%15.9%18.5%14.6%12.6%
Valuation
P/E24.9524.9526.2130.9923.56
EV/EBITDA18.1218.1215.5816.1713.25
P/B3.983.984.854.542.96
Growth & Yield
Revenue Growth10.9%10.9%19.1%11.2%—
EPS Growth——55.9%36.1%—
Dividend Yield0.5%0.5%———

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 -8.8%

Total return

-8.8%

Start / end P/E

n/dx → n/dx

EPS bridge

43.27 → n/d

Residual

-9.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term-9.3%

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.