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DRCSYSTEMS.BO$14.91-0.60%
Fair $14.91+0.0%

DRCSYSTEMS.BO

DRC Systems India Limited

Technology / Information Technology ServicesBSE

$14.91

-0.09 (-0.60%)

Fairly Valued+0.0%Fair Value $14.91Fund rank 29/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 20%

FCF escenarios

weak_data · normalized FCF $95.3M · 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

57/100

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: 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 · DRCSYSTEMS.BOLocal privado en este navegador · DRC Systems India 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

$2.1B

P/E

10.7x

↓

EV/EBITDA

7.2x

↓

ROE

17.2%

↑

Gross Margin

36.8%

↑

Debt/Equity

0.00

↓
52-Week Range$15
$12$24

TradingView lightweight chart

DRCSYSTEMS.BO price, volumen y niveles de valoración

Último $14.91Periodo +231.0%
Fair value: $14.91

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

+55.0%

FCF CAGR

—

FCF margin

49.7%

FCF / Net income

2.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $955.0M · net income $193.2M · FCF $474.8M

2023-FY → 2026-FY

Gross margin

36.8%+2.6% pts

Operating margin

22.3%+3.8% pts

Net margin

20.2%-5.9% pts

FCF margin

49.7%+53.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$955.0M$955.0M$653.8M$476.8M$256.3M
Net Income$193.2M$193.2M$150.8M$116.5M$66.9M
EBITDA$283.3M$283.3M$212.1M$149.7M$99.8M
EPS1.401.401.130.870.54
Gross Margin36.8%36.8%39.4%41.1%34.1%
Operating Margin22.3%22.3%25.1%25.9%18.6%
Net Margin20.2%20.2%23.1%24.4%26.1%
Balance Sheet
Debt/Equity0.000.000.010.020.02
Current Ratio0.480.48———
Cash Flow
Free Cash Flow$474.8M$474.8M$95.3M$33.1M$-9.3M
Returns
ROE17.2%17.2%23.3%24.4%19.5%
Valuation
P/E10.6510.6524.0022.2027.35
EV/EBITDA7.177.1716.9917.0418.07
P/B1.831.835.605.405.31
Growth & Yield
Revenue Growth46.1%46.1%37.1%86.1%—
EPS Growth23.9%23.9%29.9%61.1%—

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

-1.9%

fácil

EPS terminal req.

$1.32

Spread vs growth

25.8%

5Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$1.60

Spread vs growth

21.2%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$2.58

Spread vs growth

17.6%

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 -21.2%

Total return

-21.2%

Start / end P/E

16.7x → 10.6x

EPS bridge

1.13 → 1.40

Residual

-8.7%

EPS growth+23.9%
Multiple rerating-36.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.7%

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.