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DONEAR.BO$93.12-1.72%
Fair $93.12+0.0%

DONEAR.BO

Donear Industries Limited

Consumer Cyclical / Textile ManufacturingBSE

$93.12

-1.63 (-1.72%)

Fairly Valued+0.0%Fair Value $93.12Fund rank 20/100 · 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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-92.8M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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 · DONEAR.BOLocal privado en este navegador · Donear Industries 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

$4.8B

P/E

14.3x

↓

EV/EBITDA

10.1x

↑

ROE

13.6%

↑

Gross Margin

36.9%

↑

Debt/Equity

1.66

↑
52-Week Range$93
$77$120

TradingView lightweight chart

DONEAR.BO price, volumen y niveles de valoración

Último $93.12Periodo -58.4%
Fair value: $93.12

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

+16.9%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.08B · net income $318.7M · FCF $-271.9M

2022-FY → 2025-FY

Gross margin

36.9%+0.5% pts

Operating margin

7.9%+0.9% pts

Net margin

3.5%-0.5% pts

FCF margin

-3.0%+5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.08B$9.08B$7.93B$8.23B$5.68B
Net Income$318.7M$318.7M$347.1M$362.4M$227.7M
EBITDA$865.4M$865.4M$878.6M$814.1M$511.9M
EPS6.136.136.676.974.38
Gross Margin36.9%36.9%35.7%33.6%36.4%
Operating Margin7.9%7.9%9.4%8.9%7.0%
Net Margin3.5%3.5%4.4%4.4%4.0%
Balance Sheet
Debt/Equity1.661.661.652.072.31
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$-271.9M$-271.9M$500.0M$-92.8M$-483.0M
Returns
ROE13.6%13.6%17.0%21.2%16.8%
Valuation
P/E14.3514.3515.7812.4513.66
EV/EBITDA10.0810.0810.079.8412.18
P/B2.062.062.682.642.29
Growth & Yield
Revenue Growth14.5%14.5%-3.6%44.9%—
EPS Growth-8.1%-8.1%-4.3%59.1%—
Dividend Yield0.2%0.2%———

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

10.5%

razonable

EPS terminal req.

$8.26

Spread vs growth

-18.6%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$10.00

Spread vs growth

-18.4%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$16.10

Spread vs growth

-18.2%

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 -19.7%

Total return

-19.7%

Start / end P/E

17.4x → 15.2x

EPS bridge

6.67 → 6.13

Residual

+1.0%

EPS growth-8.1%
Multiple rerating-12.9%
Dividend+0.2%
Residual / FX / buybacks / cross-term+1.0%

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.