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EALT3.SA$13.55+0.44%
Fair $13.55+0.0%

EALT3.SA

Electro Aço Altona S.A.

Industrials / Metal FabricationSão Paulo

$13.55

+0.06 (+0.44%)

Fairly Valued+0.0%Fair Value $13.55Fund rank 34/100 · Data gapFallback financials|
SA 49/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $78.2M · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

49/100

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 · EALT3.SALocal privado en este navegador · Electro Aço Altona 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

$307M

P/E

6.6x

↓

EV/EBITDA

3.8x

↓

ROE

25.6%

↑

Gross Margin

20.1%

↓

Debt/Equity

0.30

↓
52-Week Range$14
$12$16

TradingView lightweight chart

EALT3.SA price, volumen y niveles de valoración

Último $13.55Periodo +170.9%
Fair value: $13.55

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

+4.2%

FCF CAGR

+98.9%

FCF margin

14.6%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $556.1M · net income $91.0M · FCF $81.4M

2022-FY → 2025-FY

Gross margin

20.1%-2.6% pts

Operating margin

10.2%-1.7% pts

Net margin

16.4%+8.9% pts

FCF margin

14.6%+12.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$556.1M$556.1M$564.2M$495.5M$492.1M
Net Income$91.0M$91.0M$66.5M$49.3M$37.0M
EBITDA$100.6M$100.6M$108.9M$80.5M$68.3M
EPS3.803.802.782.061.55
Gross Margin20.1%20.1%29.7%23.8%22.7%
Operating Margin10.2%10.2%18.0%11.1%11.9%
Net Margin16.4%16.4%11.8%10.0%7.5%
Balance Sheet
Debt/Equity0.300.300.410.520.59
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$81.4M$81.4M$78.2M$54.0M$10.3M
Returns
ROE25.6%25.6%22.5%20.2%17.2%
Valuation
P/E6.586.584.754.615.46
EV/EBITDA3.823.823.744.074.49
P/B0.860.861.010.880.89
Growth & Yield
Revenue Growth-1.5%-1.5%13.9%0.7%—
EPS Growth36.8%36.8%34.9%33.3%—
Dividend Yield1.4%1.4%———

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

-31.9%

fácil

EPS terminal req.

$1.20

Spread vs growth

68.7%

5Y implied EPS CAGR

-17.5%

fácil

EPS terminal req.

$1.45

Spread vs growth

54.3%

10Y implied EPS CAGR

-4.7%

fácil

EPS terminal req.

$2.34

Spread vs growth

41.5%

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 -6.2%

Total return

-6.2%

Start / end P/E

5.3x → 3.6x

EPS bridge

2.78 → 3.80

Residual

-12.0%

EPS growth+36.8%
Multiple rerating-32.5%
Dividend+1.4%
Residual / FX / buybacks / cross-term-12.0%

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.