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DOHL4.SA$3.79+0.00%
Fair $3.79+0.0%

DOHL4.SA

Döhler S.A.

Consumer Cyclical / Textile ManufacturingSão Paulo

$3.79

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.79Fund rank 31/100 · Data gapFallback financials|
SA 44/C
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $15.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

44/100

C

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 1.5%, below the 5% threshold
Thesis & Journal · DOHL4.SALocal privado en este navegador · Döhler 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

$285M

P/E

28.0x

↑

EV/EBITDA

6.9x

↓

ROE

1.5%

↓

Gross Margin

19.5%

↓

Debt/Equity

0.26

↓
52-Week Range$4
$3$4

TradingView lightweight chart

DOHL4.SA price, volumen y niveles de valoración

Último $3.790Periodo +172.7%
Fair value: $3.790

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

-0.7%

FCF CAGR

—

FCF margin

5.7%

FCF / Net income

3.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $623.1M · net income $10.2M · FCF $35.4M

2022-FY → 2025-FY

Gross margin

19.5%-1.7% pts

Operating margin

-1.5%-2.3% pts

Net margin

1.6%+1.1% pts

FCF margin

5.7%+13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$623.1M$623.1M$627.6M$618.1M$635.5M
Net Income$10.2M$10.2M$-15.4M$467000.00$3.5M
EBITDA$47.9M$47.9M$18.5M$39.0M$36.3M
EPS0.140.14-0.200.010.05
Gross Margin19.5%19.5%20.7%20.8%21.1%
Operating Margin-1.5%-1.5%-2.7%0.0%0.9%
Net Margin1.6%1.6%-2.4%0.1%0.5%
Balance Sheet
Debt/Equity0.260.260.240.170.18
Current Ratio5.095.09———
Cash Flow
Free Cash Flow$35.4M$35.4M$5.1M$15.3M$-52.3M
Returns
ROE1.5%1.5%-2.2%0.1%0.5%
Valuation
P/E27.9927.99—825.8193.26
EV/EBITDA6.876.8721.0311.8911.21
P/B0.410.410.440.550.46
Growth & Yield
Revenue Growth-0.7%-0.7%1.5%-2.7%—
EPS Growth166.7%166.7%-3374.2%-86.5%—
Dividend Yield1.0%1.0%———

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

35.4%

muy exigente

EPS terminal req.

$0.34

Spread vs growth

131.3%

5Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$0.41

Spread vs growth

142.1%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$0.66

Spread vs growth

149.6%

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 -1.9%

Total return

-1.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.20 → 0.14

Residual

-2.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term-2.8%

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.